We are the industry experts in client servicing automation using generative AI, with a proven track record of delivering real cost savings.
Our AI solution extracts data from existing documents, systems or recordings and converts it into a usable dataset and completes your reports automatically.
Maintain control and reduce risk by creating a dynamic, rule-based question set to capture client soft facts in a human or personalised way.
Full control to modify fund information, ATR profiles, LTA wording and other variables in seconds without technical support.
Every document will automatically meet the risk and compliance standard set by your organization. 100% accuracy, every time.
Sync data from your favourite apps like Salesforce, Intelliflo, Voyant, Iress and more to supercharge your automation.