Client & Wealth IntelligenceBeta
Every client relationship, remembered.
Living profiles of every client and entity, holdings, history, life events, suitability. The next best conversation is drafted in your adviser’s voice, grounded in what the agents already know.
Replaces: Stale CRM notes, generic outreach
How it works
Client & Wealth Intelligence, end to end.
01
Connect
Connect your CRM, comms and portfolio data. Agents build a living picture of each relationship.
02
The agents work
Agents surface the next best conversation: a maturity, a life event, a drifting allocation.
03
You stay in control
Your advisers decide and reach out. The draft is in their voice, ready to send.
Trust & governance
Run it under control.
Governed. Measured. And you can see exactly what it costs.
monō does the same work for a fraction of the spend. It only sends the AI what it actually needs to answer, not the whole history. So a typical task can use up to 70% fewer tokens than running an agent the standard way. Routine, high-volume work runs on cheaper models; the hard calls go to the best models available. And for the work you do most, we tune smaller, faster models built for the job.
You see the cost per agent, in plain numbers.
Governance
Every agent runs under policy. Every action logged, reproducible and reviewable.
Eval & monitoring
Every output scored against your standard before it ships. Drift caught early.
Cost & efficiency
Far fewer tokens than running an agent raw, and the right model for each job.
The pack your risk team will ask for.
Deployed in your cloud. Inference-only, your data is never training data. ISO 27001 certified. The controls map, data-flow diagrams and sub-processor list.
PDF · 4 pages
Client & Wealth Intelligence, asked and answered.
Is this a new CRM we have to migrate to?
No. It sits on top of the CRM you run and keeps it current from the work itself, so nobody types notes after a call again.
How does it know what to surface?
It reads the relationship: portfolio moves, life events, last contact and intent, then drafts the outreach for the adviser to send.
Where does our data live, and can we use our own model accounts?
Inside your cloud or tenancy. monō is inference-only, your data never trains anyone's models and never leaves your control. Bring your own API keys: your accounts, your rates, zero markup.
One platform, two ways in
Where this runs.
Put Client & Wealth Intelligence to work.
See it on your own data, or start with the Revenue collection.