Remy, Casey & Ivy: AI Teammates for Finance

Remy works overnight to support you throughout the entire client lifecycle, from prospecting to long-term relationships.

• Surfaces new prospects and referrals within your network.
• Prepares briefs and materials for upcoming meetings.
• Kicks off client onboarding and Source of Wealth reviews.
• Flags upcoming suitability reviews, expiring documents, and portfolio drift.

Casey replaces fragmented, manual reviews with a continuously updated and screened view of every client.

• Validates onboarding packs with gate checks and full traceability.
• Checks source of wealth narratives for plausibility and corroboration.
• Investigates AML alerts against your typologies and risk policy.
• Runs risk-based remediation, including back-book reviews.

Ivy works from your approved content to keep the narrative consistent, and turn any input into draft-ready deliverables.

• Prepares briefing and materials for investor meetings.

• Drafts sourced, audit-ready answers to RFPs and DDQs.

• Produces reports and letters ready for compliance sign-off.

• Flags relationship health and priority follow-ups across your LPs and prospects.