Build AI systems around prospect research, client onboarding and service coordination, with reporting that helps your team understand the work across the firm.
Discuss your prioritiesA CONNECTED WORKFLOW
Explore the information, tools and responsibilities behind each step.
Organise approved prospect information and context.
Illustrative workflow · No live client data
Organise approved prospect information, relationship history and follow-up around your ideal client profile. Support research and meeting coordination within the communication process agreed by your firm.
Build tools that organise approved records, outstanding actions and information gaps for client review preparation. AI can prepare source-linked drafts for the responsible professional to check.
Give clients a clear way to submit information, complete required actions and follow service progress. Connect requests to the advisers and service staff responsible for handling them.
Connect your CRM and supporting systems to views of onboarding, service requests and team responsibilities. Track outstanding work and process delays so the team can investigate and respond.
PROFESSIONAL RESPONSIBILITY
Your firm's professionals direct investment recommendations and client advice.
Explore our approachPRACTICAL QUESTIONS
Sethz designs tools around prospect research, client onboarding, service requests, review preparation and business 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 prospect intelligence, client delivery or service coordination with Sethz.
Discuss your priorities