Use case 1
Client questionnaires and due diligence
TodayThe same information copied over from the documents the client provides.
What the machine takes onQuestionnaires are pre-filled from the documents received; the adviser checks and completes them.
What your team stays in charge ofRisk analysis and the decision.
Custom development
Use case 2
Preparing meetings
TodayBefore every meeting, someone gathers the history, open points and documents.
What the machine takes onA preparation sheet is ready: history, open points, topics to cover.
What your team stays in charge ofAdvice and a relationship of trust.
Custom development
Use case 3
Updating the CRM after every exchange
TodayMeeting notes entered late, or not at all.
What the machine takes onNotes become a structured CRM record and the follow-up tasks are created.
What your team stays in charge ofThe commitments made to the client.
Training
