Wealth management & advisoryAdvisor productivity & complianceCustomer anonymous

Accelerate KYC reviews, fund comparisons, and client reporting while keeping human sign-off

Equip wealth advisors, private bankers, and family offices with AI analysts that process onboarding files in under five minutes, extract PDF fund factsheets, and prepare compliant client briefings.

Request a workflow review Explore 6 workflows

per KYC file vs 40 min manual: < 5 min
faster compliance drafting: 60 to 80%
source-linked market briefs: Daily

Concrete workflows

Six recurring jobs we automate in wealth management & advisory.

Each workflow connects directly to your existing documents and systems, produces a structured output, and stops at a human reviewer before external release.

KYC & onboarding

AML / KYC client file verification

Checks identity documents, proof of address, tax residency, and source-of-wealth files
Flags missing signatures, expired IDs, or inconsistencies across subscription forms
Cuts initial file review from 30 to 45 minutes down to under 5 minutes

Reviewable outputs

KYC completeness reportException checklist

Reviewed byCompliance officer

Compliance & regulation

Suitability & regulatory report drafting

Cross-checks proposed portfolio allocations against the client's recorded risk profile
Generates pre-filled suitability and regulatory justification templates
Reduces advisor drafting time by 60 to 80% while enforcing firm templates

Reviewable outputs

Suitability report draftNon-compliance alerts

Reviewed byHead of compliance

Fund analysis

PDF fund factsheet extraction & comparison

Extracts returns, volatility, fee structures, and top holdings from PDF factsheets
Builds side-by-side fund comparison tables in minutes across external and internal funds
Drafts tailored allocation notes grounded in portfolio management data

Reviewable outputs

Fund comparison matrixAllocation rationale

Reviewed byInvestment specialist

Client meetings

Pre-meeting briefing & post-call follow-up

Consolidates client holdings, recent transactions, and tax notes before each review
Turns meeting notes or call recordings into structured minutes for advisor validation
Prepares a ready-to-send follow-up email and CRM task list

Reviewable outputs

Pre-meeting dossierValidated call minutes

Reviewed byWealth advisor

Tax & real estate

Tax statement & real-estate fund reporting

Extracts distribution and tax figures from annual statements and K-1 / tax schedules
Verifies consistency across client portfolio reports before quarterly dispatch
Generates clear tax-summary tables for clients and their accountants

Reviewable outputs

Annual tax summaryPre-send audit check

Reviewed byTax & wealth specialist

Market watch

Scheduled morning market & regulatory digest

Monitors overnight global market moves, central-bank releases, and regulatory notices
Produces a concise morning brief tailored to the firm's asset classes
Links every claim directly to its underlying news or regulatory source

Reviewable outputs

Morning market briefRegulatory alert digest

Reviewed byChief investment officer

Anonymized deployment story

A financial-services desk responsible for daily cross-asset market monitoring and client advisory commentary.

Daily

automated assembly

Cross-asset

equities, FX & rates

Editor sign-off

before distribution

From manual bottleneck to controlled workflow

Assembling a source-linked cross-asset morning report before the trading day begins

The operating challenge

Every morning required manually collecting overnight moves across Asia, Europe, and the US, verifying macro releases, and drafting a consistent commentary under tight time pressure.

What we deployed

Implemented a scheduled overnight analyst that gathers approved market sources, prioritizes material moves, and delivers a citation-backed draft ready for editorial sign-off.

A similar workflow in practice

Case study · Financial services

From overnight market data to a review-ready morning report

A source-linked morning-report walkthrough covering Asia, Europe, the United States, a named company move, and a Türkiye escalation for editorial approval.

Read the full case study

Cross-industry playbooks

Explore workflows in other industries.

View all 10 industries

Private equity & funds

Bring us one recurring job in wealth management & advisory.

Request a workflow review

Accelerate KYC reviews, fund comparisons, and client reporting while keeping human sign-off

Six recurring jobs we automate in wealth management & advisory.

AML / KYC client file verification

Suitability & regulatory report drafting

PDF fund factsheet extraction & comparison

Pre-meeting briefing & post-call follow-up

Tax statement & real-estate fund reporting

Scheduled morning market & regulatory digest

Assembling a source-linked cross-asset morning report before the trading day begins

From overnight market data to a review-ready morning report

Explore workflows in other industries.

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Bring us one recurring job in wealth management & advisory.