7 workflow automations purpose-built on top of Salesforce — no data leaves your system, no parallel tool for your team to learn.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Salesforce, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from Salesforce, Moody's CMM, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI drafts firm-level commentary and personalizes per-client paragraphs from Salesforce data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI ingests each document into Salesforce, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Salesforce for any repetitive process. Tell us what you'd automate.
