Meeting preparation
A brief before every client meeting: portfolio, recent changes, open topics and what the client said last time.
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Prep me for my 10am with Charles Webb
Advisor · Private banker
What firms use AI Wealth Agents for
The agent prepares the work across advisory, portfolios, products and sales. The advisor reviews and approves every action.
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Prep me for my 10am with Charles WebbBrent is up 3%. Who should I call?Draft a follow-up after today’s meetingWhich clients should I review this week?Analyse Charles Webb’s portfolioWhich portfolios are off their model?How exposed are my clients to US tech?Compare these three global equity fundsHow does our flagship fund compare with its main competitors?What moved the markets today?What is our view on emerging markets?Give me the pitch for our new bond fundWhich index funds have the lowest costs?
What do I need to know before my first call?Q3 report for Charles Webb, in our templateWhat did Charles say about his daughter’s university?Why did my portfolio drop last month?How did the moderate model do against its benchmark this year?Build a moderate model with 30% bondsDraft a proposal to bring Charles back to targetFull analysis of the MSCI World index fundLow-cost global equity, TER under 0.2%Outlook for European banksWhat is the policy for complex products?Which clients fit our new bond fund?How do we handle a client complaint?
Morning brief
What changed overnight and which clients it affects, ready before the first call.
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What do I need to know before my first call?
Advisor
Which client to call
When a market event hits, the clients it affects and a suggested action for each.
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Brent is up 3%. Who should I call?
Advisor
Client portfolio reports
Periodic reports with returns, risk and allocation, in the firm’s template and wording.
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Q3 report for Charles Webb, in our template
Advisor · Operations
Client follow-up
Draft emails after a meeting or a market move, with the right disclaimers.
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Draft a follow-up after today’s meeting
Advisor
Client memory
Preferences, restrictions and life events remembered from notes, emails and calls.
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What did Charles say about his daughter’s university?
Advisor
Review prioritisation
Which clients are overdue for a review, off their model or need attention this week.
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Which clients should I review this week?
Advisor · Team lead
Client questions on their portfolio
Clear answers about their own portfolio, limited to information the firm controls.
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Why did my portfolio drop last month?
Client service
Portfolio analysis
Return, risk, allocation and exposures, with TWR and MWR on real prices.
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Analyse Charles Webb’s portfolio
Advisor · Portfolio manager
Benchmark comparison
How a portfolio did against its benchmark or an index, and why.
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How did the moderate model do against its benchmark this year?
Advisor · Portfolio manager
Drift detection and rebalancing
Portfolios that moved away from their model, with the trades to bring them back.
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Which portfolios are off their model?
Portfolio manager
Model portfolio construction
Build or adjust a model portfolio by conversation, checked against the firm’s rules.
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Build a moderate model with 30% bonds
Portfolio manager · CIO office
Exposure across the book
How exposed clients are to a sector, region or theme, client by client.
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How exposed are my clients to US tech?
CIO office · Risk
Investment proposals
Proposals drafted from a model or an event, reviewed by the advisor and accepted by the client.
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Draft a proposal to bring Charles back to target
Advisor
Product comparison
Funds, ETFs or stocks side by side, with an explanation of what really differs.
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Compare these three global equity funds
Advisor · Product team
Product analysis
A full product view: performance, risk, costs, holdings and legal documents.
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Full analysis of the MSCI World index fund
Advisor · Product team
Competitor products vs. yours
Compare competitor funds with your mandates and get the arguments to position yours.
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How does our flagship fund compare with its main competitors?
Sales · Product team
Product search in plain language
Find products by need, not by code: “low-cost global equity, TER under 0.2%”.
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Low-cost global equity, TER under 0.2%
Advisor
Market summary
Indices, news and what moved the market, summarised for the day.
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What moved the markets today?
Advisor · CIO office
Macro and sector research
Deeper analysis of a theme, a sector or a strategy, with sources.
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Outlook for European banks
CIO office · Research
House view distribution
Every advisor answers with the same house view, quoting the source.
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What is our view on emerging markets?
CIO office
Internal knowledge
Answers from manuals, policies, research and FAQs, with citations.
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What is the policy for complex products?
Advisor · Operations
Sales arguments
The pitch for each product, adapted to the client and the moment.
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Give me the pitch for our new bond fund
Sales · Advisor
Find clients for a product
The clients a new product fits, with the reason for each.
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Which clients fit our new bond fund?
Sales · Advisor
Investor product discovery
Investors find and compare your products inside the AI assistants they already use.
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Which index funds have the lowest costs?
Digital · Marketing
Advisor onboarding and training
New advisors learn your products, policies and processes by asking.
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How do we handle a client complaint?
Team lead · HR
Which of these matters most to your firm? We’ll show you the agents working on it with your own data.