Wealth managers, brokers, private bankers: much of the job is gathering documents, keeping compliant files and preparing client reviews. The relationship itself cannot be delegated.
An AI agent takes on the repetitive part: requesting and checking supporting documents, preparing the morning market note, compiling each client's quarterly summary. It gives no investment advice: it prepares the ground so your meetings focus on what matters.
What an AI agent takes care of#
Complete KYC files#
ID, proof of address and source-of-funds documents requested, checked and filed, client by client. Template: Complete KYC files.
Get the market note before the open#
Indices, rates, currencies and the news that matters to your clients, every weekday morning. Template: Market watch.
Prepare the quarterly summary#
For each client: performance, allocation and points to raise at the next meeting, in a clear document. Template: Portfolio summary.
Close out loan files#
Payslips, tax notices, bank statements: the documents for each loan application chased until the file is complete. Template: Loan application documents.
Where to start#
Collecting documents is often the best place to start: the list is known, the result is easy to check and follow-ups go out without you having to think about them. Describe the task to the architect, or start from an industry template: it will only ask the questions that apply to you, and the price is shown before launch. The pricing page details the plans.