Walk into every client meeting already prepared
RM Copilot reads a client’s transactions, holdings, service history and your notes, and writes a one-page brief before each meeting: what changed, what to watch, and what to raise. RMs can also ask it questions about their book in plain language.
- Built for
- Retail, priority and private banking teams
- Used by
- Relationship managers and their team leads
- Plugs into
- CRM, core banking, portfolio systems and calendars
AI Financial Dossier and Meeting Prep Copilot
Relationship managers spend much of the day finding information, and too little of it with clients.
Before a meeting, an RM opens the CRM, the core banking screen, the portfolio statement, last quarter’s notes and the complaint log. Most of the preparation is gathering, not thinking.
RM Copilot does the gathering and drafts the brief. The RM reviews it, adds judgement, and spends the saved time with more clients.
What RM Copilot does
Meeting briefs
One page per meeting, drafted the evening before from your systems.
Change detection
SIPs paused, deposits maturing, large transfers out, app activity dropping.
Churn signals
A risk score with the signals behind it, so RMs know who to call first.
Ask in plain language
Questions about the RM’s own book, answered with sources.
Follow-up drafts
Notes and messages drafted for the RM to edit and send.
Your data only
Answers come from your systems, deployed in your environment.
Ask about your book the way you’d ask a colleague
RMs ask questions in plain language and get answers built from your institution’s data, with the source named. Drafted messages wait for the RM to review and send.
- Grounded answers: every answer cites the systems it came from.
- Role-based access: an RM can only ask about their own clients.
- Human in the loop: the copilot never contacts clients or recommends products by itself.
What changes for your teams
More time with clients
Preparation that took an hour becomes a few minutes of review.
Consistent client coverage
Briefs and follow-ups look the same across the team.
Earlier warning on attrition
Quiet clients are noticed before they move money out.
You stay responsible, with better tools
Elite Wealth Tech Club is a software company and does not file returns, give legal or regulatory advice, or contact your customers. Rules, templates and formats are configured with your operations and compliance teams, who review and approve every output.
Ready for your IT, security and risk teams
Every product in every suite shares the same enterprise foundation, so a second product goes live faster than the first.
API-first
REST APIs and webhooks for every function, with sandbox keys, so your teams can build on top or embed in existing channels.
Role-based access
Roles, maker and checker steps, branch and team scopes, and field masking for personal data.
Deploy where you need
On your premises, in your private cloud, or hybrid, hosted in India to meet data localisation needs.
Security by design
Encryption in transit and at rest, keys held in your KMS or HSM, and support for your VAPT and vendor-risk review.
Complete audit trail
Every login, change, approval and export logged, read-only, and exportable for audit.
White-label
Your brand, your domain and your app. Customers see your institution, not ours.
Works well with
Products share one login, one data model and one audit trail, so they can be added one at a time.
Try RM Copilot on synthetic data
We set up a sandbox for your team with realistic, fictional data. Test the calculations, download sample reports, and check how it fits your systems before any commitment.