The problem
Relationship managers at a mid-market wealth management firm spent 4–5 hours per day preparing for client meetings — manually pulling portfolio performance data from custodial platforms, cross-referencing tax-lot positions, reviewing recent market commentary, and drafting personalised talking points. With 120+ client relationships per advisor, preparation quality was inconsistent and high-value advisory time was consumed by administrative data assembly.
87% reduction in meeting preparation time
- How it works
- The copilot monitors the advisor's calendar and automatically assembles a pre-meeting briefing 24 hours before each client interaction. It pulls real-time portfolio data from the custodial platform, compares performance against relevant benchmarks, identifies tax-loss harvesting opportunities, surfaces any recent life events from CRM notes (job change, inheritance, marriage), and drafts personalised talking points aligned with the client's stated financial goals. The advisor reviews and adjusts the briefing in 10–15 minutes instead of building it from scratch.
- Outcome
- Meeting preparation time reduced from 4.5 hours to 35 minutes per day. Advisors increased client-facing time by 40%, leading to a 22% improvement in assets under management growth within the first year.