The key to advisor productivity

360° Client Dashboard

Advisors can seamlessly prepare for client meetings with a comprehensive dashboard of past interactions, client profiles, and sentiment insights – facilitating tailored, high-value engagements.

Engagement overview

Offer a quick summary of past interactions, ensuring financial advisors start each meeting with full context.

Sentiment analysisCOMING SOON

Analyze client sentiment to provide actionable insights for more personal conversations and deeper engagement.

Agendas and reminders COMING SOON

Automate meeting preparation with AI-generated agendas, outstanding action points, and personalized follow-ups.

Bot Sidekick for AI-assisted support

Empower advisors and customer support teams with Gen AI, delivering precise, context-aware suggestions. Receive instant assistance and maximize the value of your existing knowledge base – with an added human touch.

Real-time call and text translation

Break down language barriers with AI-powered live translation in messaging, video meetings, and voice interactions.

Automated tasks delegationCOMING SOON

Regain valuable time. Seamlessly delegate routine tasks – such as document processing, appointment scheduling, or compliance checks – allowing financial advisors and support teams to focus on meaningful client interactions.

Meeting recordings and summaries

Capture and summarize with meeting notes, retaining full transcripts for compliance needs.

Task management

Effortlessly track action items, set automated reminders, and streamline post-meeting workflows.

Swiss Post Endorsment
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