Private AI for financial advisers.

Keep client requests and advisory analysis connected

Organise questions, identify outstanding commitments and compare scenarios through verified analytical tools.

Inputs: Consented meetings, authorised holdings, client instructions and approved planning assumptions.

From observation to completed task

Prepare adviser follow-ups and planning packs in the client system.

Prepare a client-meeting brief from authorised records

The supporting records include approved reports, client instructions and previous meeting notes.

The adviser validates facts and all financial recommendations.

The systems involved

CRM, local speech and portfolio-model interfaces with client-specific access.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Advisers approve suitability and recommendations; demonstrate assumptions and uncertainty.