Core client relationship management, pipelines, and compliance notes.
What's shifting
From manual data entry to self-populating client graphs
Legacy CRMs were glorified Rolodexes that required advisors to manually log every call, email, and meeting note. AI agents now auto-ingest communications, transcripts, and documents to populate activity, tasks, and household relationships in real time. This turns the CRM from a passive system of record into a living client intelligence graph.
Product Management Artifacts
Coming soonTeardowns, deep dives, and other product managment artifacts for this capability are on the way.
