Client communication & sales
More time for advisory, less for preparation.
Direct ROI through time savings in client preparation, follow-up and lead generation. All functions draw on your existing CRM dataset.
Functions in this group
360° client profile & pre-meeting briefing
The current state of the client relationship in seconds.
The AI aggregates twelve months of communication, policy portfolio and master data into three relevant bullet points. A 5-minute briefing pops up when you open the file, with traffic-light colours for critical pending items.
Coverage gap detector
Cross-selling potential before the competition sees it.
A clustering algorithm compares client profiles and detects missing but industry-standard coverages. A Potential tab appears in the file, with a traffic-light system and a ready-made conversation opener.
LSV+ advisory record
The VVG documentation writes itself.
Speech-to-text with Swiss audio optimisation and Named Entity Recognition turns dictation or notes into a legally compliant record in your corporate design. You review, save and archive.
Lead generator & FINMA ticker
Local acquisition hooks and regulatory news up to date.
A classifier filters daily SHAB entries by relevance and translates FINMA notices into action-oriented snippets. A Morning Briefing with a map view shows local opportunities.
Email assistant & tone coach
Professional replies in half the time.
The AI recognises the intent of every incoming email and proposes a draft with the relevant policy data. An Improve tone button delivers alternative wordings.
Quote comparison engine
Objective coverage comparison at the push of a button.
Document parsing automatically reconciles premiums, deductibles, scope of coverage and exclusions. A side-by-side panel highlights differences in colour and delivers a reasoned recommendation.
Be there from launch
Sign up for the waitlist. You'll be among the first to access the beta, see the roadmap and help shape the functions.