Remy remembers every interaction and surfaces intelligent recommendations, giving every advisor one living memory that remembers, reviews, prepares and connects.
Advisors are expected to know everything about their clients at all times: net worth, risk tolerance, life events, past conversations, and portfolio positioning. In practice, that knowledge is scattered across a CRM, a core banking system, an email inbox, and the advisor's own notebook. Every client conversation begins with piecing the relationship back together by hand, and the growing load of administrative and regulatory work leaves less time for the clients themselves.
Meet Remy, the AI teammate for Relationship Managers and Financial Advisors. Remy works alongside advisors across the entire client lifecycle building a living memory of every client so they can grow relationships at every step.
Three issues hold advisors back. The first is fragmentation, because client information is spread across disconnected systems. The second is staleness. An email from six months ago may update or supersede something logged two years earlier, yet nothing surfaces that change in time for anyone to use it. The third is reactive growth. Account drift remediation, credit facility warnings, cross-sell opportunities, and referrals all depend on someone noticing a change in one system and manually connecting it to the right clients in another. A client's brother-in-law sells his business, or three clients turn out to sit on the same board, and no one sees it. When that step is missed, revenue is lost, new clients go unasked for, and risk goes up.
Remy is built on four capabilities that work together.
Living memory: Learns continuously. Remy builds one living view of every client overnight and compiles it into a second brain for each advisor.
Intelligent preparation: Points the way. Remy aggregates, prioritizes, flags and prepares the next move for every client.
Signal matching: Connects the dots. Remy pairs what is happening in a client's life, network, and markets with their portfolio, so no opportunity slips through.
Full connectivity: Synced to all your data. Remy connects to Outlook, Teams, Calendar, CRM, custody and banking platforms, and portfolio and performance systems.
Here are some examples of what this looks like in practice
1. One client, one living view
Remy builds a complete view of the client, with every fact sourced. Opening a client record surfaces their identity details from the CRM and core banking system, an executive summary of what has been learned about the relationship, and the full interaction history across meetings, calls, emails, and transactions. The summary captures source of wealth, interests, objectives, and segment as a readable narrative of the client's story. Documents and notes can be added through SharePoint or Confluence connectors or uploaded directly.
2. Every night, every account reviewed
Remy checks every account for events, limits and suitability, and flags what needs attention. When a client's portfolio drifts away from its agreed allocation or risk profile, Remy flags the drift and prepares a rebalancing proposal for the advisor to review. Where a Lombard facility is backed by pledged assets, Remy tracks collateral value against the coverage threshold, flags a warning, and proposes remediation options such as a cash top-up or partial repayment. An outstanding source of wealth assessment is staged directly in the advisor's workspace. Beyond remediation, Remy surfaces new investments worth considering for each client.
3. Next meeting, already prepped
Remy already sees the meeting in the advisor's calendar and prepares a detailed brief with the agenda and actions for the meeting. The brief brings together the relationship history, the client's stated objectives and constraints, the current house view, a suggested model portfolio matched to those objectives, talking points, and supporting documents. Remy also prepares the materials the meeting calls for, from a client-ready presentation and investment proposal to the follow-up email, so the advisor arrives with everything in hand.
4. Client network, warm referrals ready
Remy maps who the client knows and spots who is worth an introduction now. It finds referral opportunities across the client network and qualifies new prospects using information and market context from existing systems.
5. New client, onboarding underway
When a referral becomes a new client, Remy takes on the manual work of onboarding by collecting documents, completing forms and kicking off the source-of-wealth review. Files reach Compliance complete, with gaps already flagged, while Compliance keeps full ownership of the KYC decision.
Remy serves the full wealth management market, from private banks and wealth management divisions to family offices, RIAs, and brokers. For business leaders, Remy helps grow revenue per advisor and scale advisory capacity without a matching rise in headcount. For advisors, it means less time searching and less manual preparation, freeing up more time for existing clients and a steady flow of warm introductions to win new ones.
What ties it all together is memory. Remy remembers so advisors don't have to: always on, always aware, and always ahead.
Request a demo to see Remy at work.
Remy: The AI Teammate That Remembers Every Client
Remy remembers every interaction and surfaces intelligent recommendations, giving every advisor one living memory that remembers, reviews, prepares and connects.
Advisors are expected to know everything about their clients at all times: net worth, risk tolerance, life events, past conversations, and portfolio positioning. In practice, that knowledge is scattered across a CRM, a core banking system, an email inbox, and the advisor's own notebook. Every client conversation begins with piecing the relationship back together by hand, and the growing load of administrative and regulatory work leaves less time for the clients themselves.
Meet Remy, the AI teammate for Relationship Managers and Financial Advisors. Remy works alongside advisors across the entire client lifecycle building a living memory of every client so they can grow relationships at every step.
The problem Remy solves
Three issues hold advisors back. The first is fragmentation, because client information is spread across disconnected systems. The second is staleness. An email from six months ago may update or supersede something logged two years earlier, yet nothing surfaces that change in time for anyone to use it. The third is reactive growth. Account drift remediation, credit facility warnings, cross-sell opportunities, and referrals all depend on someone noticing a change in one system and manually connecting it to the right clients in another. A client's brother-in-law sells his business, or three clients turn out to sit on the same board, and no one sees it. When that step is missed, revenue is lost, new clients go unasked for, and risk goes up.
Meet Remy
Remy is built on four capabilities that work together.
Living memory: Learns continuously. Remy builds one living view of every client overnight and compiles it into a second brain for each advisor.
Intelligent preparation: Points the way. Remy aggregates, prioritizes, flags and prepares the next move for every client.
Signal matching: Connects the dots. Remy pairs what is happening in a client's life, network, and markets with their portfolio, so no opportunity slips through.
Full connectivity: Synced to all your data. Remy connects to Outlook, Teams, Calendar, CRM, custody and banking platforms, and portfolio and performance systems.
Remy in action
Here are some examples of what this looks like in practice
1. One client, one living view
Remy builds a complete view of the client, with every fact sourced. Opening a client record surfaces their identity details from the CRM and core banking system, an executive summary of what has been learned about the relationship, and the full interaction history across meetings, calls, emails, and transactions. The summary captures source of wealth, interests, objectives, and segment as a readable narrative of the client's story. Documents and notes can be added through SharePoint or Confluence connectors or uploaded directly.
2. Every night, every account reviewed
Remy checks every account for events, limits and suitability, and flags what needs attention. When a client's portfolio drifts away from its agreed allocation or risk profile, Remy flags the drift and prepares a rebalancing proposal for the advisor to review. Where a Lombard facility is backed by pledged assets, Remy tracks collateral value against the coverage threshold, flags a warning, and proposes remediation options such as a cash top-up or partial repayment. An outstanding source of wealth assessment is staged directly in the advisor's workspace. Beyond remediation, Remy surfaces new investments worth considering for each client.
3. Next meeting, already prepped
Remy already sees the meeting in the advisor's calendar and prepares a detailed brief with the agenda and actions for the meeting. The brief brings together the relationship history, the client's stated objectives and constraints, the current house view, a suggested model portfolio matched to those objectives, talking points, and supporting documents. Remy also prepares the materials the meeting calls for, from a client-ready presentation and investment proposal to the follow-up email, so the advisor arrives with everything in hand.
4. Client network, warm referrals ready
Remy maps who the client knows and spots who is worth an introduction now. It finds referral opportunities across the client network and qualifies new prospects using information and market context from existing systems.
5. New client, onboarding underway
When a referral becomes a new client, Remy takes on the manual work of onboarding by collecting documents, completing forms and kicking off the source-of-wealth review. Files reach Compliance complete, with gaps already flagged, while Compliance keeps full ownership of the KYC decision.
Who Remy is for
Remy serves the full wealth management market, from private banks and wealth management divisions to family offices, RIAs, and brokers. For business leaders, Remy helps grow revenue per advisor and scale advisory capacity without a matching rise in headcount. For advisors, it means less time searching and less manual preparation, freeing up more time for existing clients and a steady flow of warm introductions to win new ones.
What ties it all together is memory. Remy remembers so advisors don't have to: always on, always aware, and always ahead.
Request a demo to see Remy at work.