Client Intelligence

Know every client. Act at the right moment.

Know where to focus

Your entire client book, prioritized. EmberX brings together conversations, portfolios, upcoming events, and outstanding commitments to show who needs attention—and why.

Every relationship, in full context

Go beyond scattered notes and disconnected systems. See each client’s goals, portfolio, recent conversations, and unresolved needs in one connected view—so nothing important gets lost.

Uncover opportunities others might miss

EmberX connects signals across calls, emails, portfolios, and client history to identify needs that haven’t been acted on—from an overlooked planning conversation to a timely investment or lending opportunity.

Turn insight into action

Move from identifying an opportunity to pursuing it. EmberX prepares context-aware outreach and recommended next steps, giving advisors a clear starting point while keeping them in control.

See the opportunity across your book

A continuously updated view of emerging opportunities and outstanding follow-ups. Help advisors stay on top of their relationships while giving the institution greater visibility into potential business across the client base.

More capacity for advisors. More relevant attention for clients. More value across the institution.

  1. For the advisor

    Focus on relationships, not recall

    Client Intelligence keeps track of events, commitments and opportunities across the book, reducing the mental load of deciding what deserves attention each day.

  2. For the client

    Advice that arrives at the right moment

    Clients receive more timely and relevant engagement when their circumstances, portfolios or the market change—including those who may otherwise receive less attention.

  3. For the institution

    Deepen relationships across the book

    Give advisors more opportunities to engage clients meaningfully, strengthen retention and create reasons for clients to consolidate more of their financial lives with the institution.

Client context, governed by design.

Client Intelligence works only within the data, permissions and actions your institution explicitly provides.

  1. It sees only what the advisor can see.

    Access follows your existing entitlements. It never widens who can see client information.

  2. It drafts. The advisor decides.

    Nothing reaches a client, and no external action is taken, without explicit enablement and approval.

  3. Every recommendation leaves a record.

    Sources and checks stay visible, and the institution keeps the inputs and the decision.

Explore AI governance and client-data protection →

See Client Intelligence in your institution

A working session with your team, on your data, entitlements and workflows.

Request a demo