Wealth Manager Client Summary
A wealth manager deployed an adviser-facing client summary agent with explainability for compliance — synthesising CRM and portfolio data via MCP, reducing prep time 40% while keeping advisers in control.
A wealth manager deployed an adviser-facing client summary agent with explainability for compliance — synthesising CRM and portfolio data via MCP, reducing prep time 40% while keeping advisers in control.
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Challenge
Relationship managers spent 45 minutes before each client meeting assembling history from CRM, portfolio systems, and email — while a generic summarisation pilot produced outputs compliance could not approve for client-facing use.
Production deployment — not proof-of-concept
Governed agents with full audit trails
Embedded FDE delivery model
Operational accountability through go-live
Approach
MCP connections to CRM and portfolio platforms with field-level controls. Agent produced briefing packs with citations to source records. Explainability panel showed data lineage for compliance review.
Results
40% reduction in meeting prep time. Compliance approved explainability format. Advisers retained full decision authority.
Production outcomes, not pilot metrics.
Meeting preparation time.
Summaries with source citations.
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