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ResearchAvailable
Client Research Assistant
Compile client profiles from public info and internal data.
6,123uses
4.6rating
Opens in new workspace
Approved for production use
Data never leaves our systems
Audit logging enabled
v1.9.0·Jan 7·New LinkedIn integration and competitor analysis features
What you can do
Search across internal sources
Compile research summaries
Extract entities and relationships
Monitor ongoing topics
Success Story
8 hours/week saved weekly
Client Research Completed Before First Meeting
Relationship managers now arrive fully briefed on prospects, with AI synthesizing public data and news.
— Natalie Okonkwo, Wealth Management
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