Instant, Personalized Client Intelligence, Powered by AI
Deliver faster, deeper insights to advisors and relationship managers, so they walk into every meeting ready to win.
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What It Is
The Client Insights Agent is a secure, real-time assistant that helps financial services teams prepare for client engagements by aggregating and synthesizing insights from internal systems.
Whether it's private banking, commercial lending, or wealth management, this agent builds personalized briefings that save time, surface opportunity, and improve relationship quality.
Built on the FoundationaLLM platform, it works across tools and teams configured to your data, tone, and client context.
What It Can Do
Pulls relevant details from CRMs, emails, portfolios, notes, and internal docs
Generates personalized briefings based on upcoming meetings or account activity
Suggests tailored product offers, risk flags, or account insights based on behavior
Supports advisors, bankers, and account teams with fast, secure access to everything that matters
Ask the Agent...
"What do I need to know before my call with Acme Corp tomorrow?"
"Summarize recent client interactions and key concerns."
"What investment products might fit this client's profile?"
"Any red flags or unusual activity I should bring up?"
Value at a Glance
Smarter Client Prep – Walk into meetings with everything you need, summarized instantly.
Deeper Relationships – Spot client needs, risks, and upsell opportunities in real time.
Secure and Personalized – Runs inside your cloud, using only your data, never a SaaS model.
Built to Scale – Works for individual advisors or full relationship teams.
Why It Works
Streamlined Preparation
Saves hours by aggregating critical client data across systems instantly.
Focused Insights
Filters out noise to deliver only the most relevant client information.
Tailored Delivery
Presents insights in your language, aligned with your workflow and client context.
Where It Works
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CRM
Integrates directly into your CRM for seamless client prep.
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Relationship Manager Portal
Enhances RM workflows with instant client insights.
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Advisor Dashboard
Powers advisors with tailored briefings and suggestions.
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Banking App
Delivers insights within your mobile banking platform.
Powered by FoundationaLLM
The Client Insights Agent runs on FoundationaLLM, an enterprise-grade platform trusted by financial institutions for secure, production-ready AI deployments.
Data-Smart
Connects to CRMs, emails, financial docs, and more.
Fully Private
Deployed in your Azure with RBAC and data governance baked in.
Customizable
Aligns to your tone, fields, and product catalog.
Multimodal
Supports text, docs, files, and structured data.
Composable
Reuse components across wealth, commercial, and retail teams.