Build AI systems that help your firm reach relevant prospective clients, prepare engagement information and coordinate the work across live mandates.
Discuss your prioritiesA CONNECTED WORKFLOW
Explore the information, tools and responsibilities behind each step.
Research companies that fit your advisory focus.
Illustrative workflow · No live client data
Connect sector research, prospect qualification and relationship development around your ideal client profile. Organise outreach, meetings and follow-up with the context your advisers need for a useful conversation.
Organise documents, extract relevant information and prepare source-linked drafts in an application designed around the engagement. Give advisers the context and controls needed to review outputs before use.
Create a portal for required information, outstanding actions and approved updates. Connect client submissions to the internal engagement record and the people responsible for responding.
Connect mandate stages, responsibilities and approvals to reporting on engagement progress. Track outstanding work, dependencies and pipeline movement across the firm.
PROFESSIONAL RESPONSIBILITY
Professional advisers direct transaction strategy and approve client-facing outputs.
Explore our approachPRACTICAL QUESTIONS
Sethz designs tools around prospect research, mandate qualification, transaction coordination, client collaboration and reporting. We connect the information, systems and responsibilities needed for the agreed workflow.
We begin with your process, available data and existing platforms. Supported integrations and custom components are scoped around your team’s responsibilities, access requirements and intended outcomes.
Your firm defines the professionals responsible for reviewing and approving outputs. AI supports preparation and analysis; financial decisions and client advice remain with your team.
LET’S BUILD WHAT’S NEXT
Discuss prospective client development, advisory tools or engagement execution with Sethz.
Discuss your priorities