Private AI for wealth management.

Prepare for the client, not just the meeting

A useful review must connect the client's questions with current records and outstanding actions.

KOVA can be configured to work with these inputs: consented meeting audio, approved portfolio snapshots, client instructions and adviser notes.

What the AI looks for

Separate requests from recommendations, organise questions and compare scenarios using verified assumptions.

What happens next

Create adviser follow-up tasks and draft a meeting record linked to the client's file.

What SOS AI connects and configures

CRM and portfolio interfaces, consented recording and client-specific access.

KOVA runs the selected models locally. SOS AI combines the required model software, data connections and approved application tools around the job. Cameras, sensors, telephony and specialist applications are integrated where the workflow calls for them; they are not assumed to be present in every installation.

How to judge the result

Advisers approve suitability judgments and recommendations; measure missing follow-ups and factual corrections.