A single, always-current client profile
The profile writes itself from your conversations. Every fact on it, from the retirement goal to the held-away 401(k), cites the moment it was said, and the record stays current across your CRM and planning tools without anyone doing data entry.
The profile writes itself from your client conversations. Every fact, from the retirement goal to the held-away 401(k), cites the moment it was said, and two-way sync keeps your CRM and planning tools current without anyone typing.
How does an AI client profile stay current without data entry?
- ✓ Built from conversations, not data entry
- ✓ Every fact cites the moment in the conversation it came from
- ✓ Two-way sync keeps your CRM and planning tools current
Client Profile Management, answered
Which systems does the profile sync with?
The CRM and planning tools the firm already runs, with two-way sync, so the profile is a working record rather than another silo. WealthAmp reads from the systems of record and is the system of record for none of them.
Can a fact on the profile be traced to its source?
Yes. Every fact cites the moment in the conversation or the document it came from, which is what makes the profile auditable for compliance review.
What happens when a client's situation changes?
The next conversation updates the profile automatically: a new job, a new child, or a new held-away account lands on the record with its citation, no data entry required.
Explore the rest of WealthAmp
Referral Coaching
See where the asks are across your book, which phrasings win, and what your best advisor does differently.
Meeting Preparation
The one thing to land, the questions to ask, and a minute-by-minute game plan for every meeting.
Practice
Practice the exact upcoming conversation with a simulated version of the real client.
Meeting Debrief
Minutes after the call: summary, outcome, action items, a drafted follow-up, and the exchange that worked.
Client Queries
Ask questions across every client conversation your firm has ever had, and see the patterns.
Note-Taking
Capture every conversation accurately, with a citation for every extracted claim.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Form Fill
Automatically fill forms using client data collected and enriched from multiple sources.
Document Intelligence
Extract and sync client and financial details from documents to your CRM and planning tools.
See Client Profile Management in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.