Wealth Portfolio Review Agent
Prepares a personal investment review for every client each quarter, ready for the adviser to check.
The challenge
Skilled people spend hours writing first drafts of documents that follow a familiar format, leaving less time to review and improve them.
How it works
- 1A request arrives.
- 2The agent gathers the facts and past examples from your data.
- 3It writes a first draft in your house style.
- 4It checks the draft against your standards and corrects it.
- 5A member of your team edits and approves it.
- 6The approved version is saved to your system.
Your people stay in control
Nothing is sent or published until a named member of your team has reviewed and approved it.
Systems we work with in Finance & Banking
- Core banking and card platforms
- Case management for fraud and AML
- Sanctions and identity data providers
- Loan origination
- Portfolio and order management
- Market data feeds
How we measure success
- Time to a first draft
- How many drafts are approved with only light edits
- How consistent the output is with your standards
Kind of work
Drafting. The agent writes the first version of a document for a person to edit and approve.
More in Finance & Banking
Earnings Call Analyst AgentListens to company results calls as they happen and sends analysts a summary of what has changed within minutes.Due Diligence Questionnaire AgentAnswers investor questionnaires and RFPs from approved content, with compliance reviewing new wording.Fraud Investigation AgentInvestigates suspicious payments from start to finish and gives the analyst a complete case file to decide on.New Customer Identity Check AgentCarries out the identity checks on new customers: reviews documents, screens against sanctions lists, maps who owns the business and rates the risk.
Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.