Features

Built for relationship excellence

Everything your RMs need to build trust, close faster, and stay client-first—every single day.

Daily briefing

Curated list of high-priority clients, signals, and actions — no more manual prep.

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Rolling call list

Auto-updating call queue ranked by urgency and activity — reprioritize on the fly.

Customer intelligence

Detects risk, outflow, or upsell signals using CRM, CBS, and email data — suggests next steps.

Conversational search

Ask natural questions and get instant insights — no filters or dashboards needed.

Smart client profiles

360° view of client history, actions, and tasks — with summaries and voice notes.

Tasks & calendar sync

Track follow-ups, events, and reminders — all in one integrated RM dashboard.

Benefits

What you gain with us

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Improve cross-sell conversion with personalized nudges

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Flags portfolio drift and risk alerts using live data

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Save 30% of RM time spent on admin tasks

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Maintain consistent client communication and compliance

Want to see how it works?

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