Give Every RM a Cape
An AI agent designed to streamline workflows, reduce tool fatigue, and turn every RM into high performing, insight powered superhero
The Problem
The Problem
Too many tools. Too much context switching.
RMs use multiple platforms every day — Salesforce for opportunities, Altiore for portfolios, Insights for reporting, PowerBI for performance, and WealthWiki for product knowledge.
Multiple tools
Manages Salesforce, Altiore, Insights, PowerBI, and WealthWiki—just to get through the day.
Reports & reviews
Spends hours customising performance updates for every client interaction.
Endless context switching
Jumps between platforms to piece together client notes and meeting briefs.
The Solution
The Solution
Meet the Cape. A smart assistant built for Wealth Managers.
A trusted sidekick that understands their world, speaks their language, and gets things done — instantly.
Summarise Client Portfolios Before a Meeting
Generate a quick performance snapshot and investment insights across all holdings before every client meeting.
Summarise Client Portfolios Before a Meeting
Generate a quick performance snapshot and investment insights across all holdings before every client meeting.
Search Past Meeting Notes by Client Name
Retrieve summaries or notes from previous meetings using just the client’s name
Search Past Meeting Notes by Client Name
Retrieve summaries or notes from previous meetings using just the client’s name
Search Past Meeting Notes by Client Name
Retrieve summaries or notes from previous meetings using just the client’s name
Get Compliance-Approved Product Summaries
Fetch the most recent, compliant summaries for any investment product, ready to be shared with clients.
Get Compliance-Approved Product Summaries
Fetch the most recent, compliant summaries for any investment product, ready to be shared with clients.
Get Compliance-Approved Product Summaries
Fetch the most recent, compliant summaries for any investment product, ready to be shared with clients.
Set Reminders for Client Follow-Ups
Cape sets reminders for future client interactions based on context, actions, or goals
Set Reminders for Client Follow-Ups
Cape sets reminders for future client interactions based on context, actions, or goals
Set Reminders for Client Follow-Ups
Cape sets reminders for future client interactions based on context, actions, or goals
Draft Follow-Up Emails Based on Conversation
Automatically generate professional follow-up emails summarising key discussion points and next steps.
Draft Follow-Up Emails Based on Conversation
Automatically generate professional follow-up emails summarising key discussion points and next steps.
Draft Follow-Up Emails Based on Conversation
Automatically generate professional follow-up emails summarising key discussion points and next steps.
Retrieve Internal Process Docs Instantly
Cape surfaces onboarding checklists, SOPs, and compliance guidelines on request—no need to browse folders.
Retrieve Internal Process Docs Instantly
Cape surfaces onboarding checklists, SOPs, and compliance guidelines on request—no need to browse folders.
Retrieve Internal Process Docs Instantly
Cape surfaces onboarding checklists, SOPs, and compliance guidelines on request—no need to browse folders.
Here’s How Cape Works for RMs
Understands Natural Language
Ask anything like: “Show me my top opportunities this week”
Turns human language into action
Client's Insight
Report Builder
Knowledge Base
Reduce Effort
Unified Access
Turns human language into action
Client's Insight
Report Builder
Knowledge Base
Reduce Effort
Unified Access
Executes Tasks Instantly
Prepares meeting briefs, fetches reports, tracks performance, shares documents — all in seconds
- class AutomationTrigger:def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"
def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."def get_status(self):
return f"Status: {self.status}" - class AutomationTrigger:def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"
def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."def get_status(self):
return f"Status: {self.status}"
- class AutomationTrigger:def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"
def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."def get_status(self):
return f"Status: {self.status}" - class AutomationTrigger:def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"
def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."def get_status(self):
return f"Status: {self.status}"
Integrates with Internal Tools
Salesforce, Altiore, Insights, WealthWiki, PowerBI — unified under one conversational interface
Cape Ai
Your stack
Cape Ai
Your stack
One Click Interface
Run client insights, reports, and workflows — from a single interface.
Assistant Engine
Boosts Productivity
Task Runner
Executes RM workflows in real-time
Opportunity Tracker
Always aligns with latest
Assistant Engine
Boosts Productivity
Task Runner
Executes RM workflows in real-time
Opportunity Tracker
Always aligns with latest
The Impact
The Impact
Engagement, Delight & Speed – All in One Click
For the RM: The Supercharged Hero
Saves 1–2 hours a day, closes deals faster, cuts through tool fatigue, and enters every client meeting with clarity and confidence.
For the Client: The VIP Experience
Receives hyper-personalised advice, faster access to reports and recommendations, and seamless engagement at every touchpoint.
For the Business: The Multiplier Effect
Accelerates revenue through faster conversion, reduces manual load on support teams, and builds a scalable model driven by smart automation.
For the RM: The Supercharged Hero
Saves 1–2 hours a day, closes deals faster, cuts through tool fatigue, and enters every client meeting with clarity and confidence.
For the Client: The VIP Experience
Receives hyper-personalised advice, faster access to reports and recommendations, and seamless engagement at every touchpoint.
For the Business: The Multiplier Effect
Accelerates revenue through faster conversion, reduces manual load on support teams, and builds a scalable model driven by smart automation.
For the RM: The Supercharged Hero
Saves 1–2 hours a day, closes deals faster, cuts through tool fatigue, and enters every client meeting with clarity and confidence.
For the Client: The VIP Experience
Receives hyper-personalised advice, faster access to reports and recommendations, and seamless engagement at every touchpoint.
For the Business: The Multiplier Effect
Accelerates revenue through faster conversion, reduces manual load on support teams, and builds a scalable model driven by smart automation.
For the RM: The Supercharged Hero
Saves 1–2 hours a day, closes deals faster, cuts through tool fatigue, and enters every client meeting with clarity and confidence.
For the Client: The VIP Experience
Receives hyper-personalised advice, faster access to reports and recommendations, and seamless engagement at every touchpoint.
For the Business: The Multiplier Effect
Accelerates revenue through faster conversion, reduces manual load on support teams, and builds a scalable model driven by smart automation.
For the RM: The Supercharged Hero
Saves 1–2 hours a day, closes deals faster, cuts through tool fatigue, and enters every client meeting with clarity and confidence.
For the RM: The Supercharged Hero
Saves 1–2 hours a day, closes deals faster, cuts through tool fatigue, and enters every client meeting with clarity and confidence.
For the Client: The VIP Experience
Receives hyper-personalised advice, faster access to reports and recommendations, and seamless engagement at every touchpoint.
For the Client: The VIP Experience
Receives hyper-personalised advice, faster access to reports and recommendations, and seamless engagement at every touchpoint.
For the Business: The Multiplier Effect
Accelerates revenue through faster conversion, reduces manual load on support teams, and builds a scalable model driven by smart automation.
For the Business: The Multiplier Effect
Accelerates revenue through faster conversion, reduces manual load on support teams, and builds a scalable model driven by smart automation.
It’s power, precision, and presence
all in one place.
Measure
Measure
That Reflect Real Impact
RM Productivity
Track time saved per RM each day, measure how many tasks are automated through the AI assistant, and monitor the reduction in tool-switching across their daily workflows.
RM Productivity
Track time saved per RM each day, measure how many tasks are automated through the AI assistant, and monitor the reduction in tool-switching across their daily workflows.
Client Engagement
Assess improvement in post-meeting satisfaction scores, monitor faster turnaround times for reports and product notes, and track the increase in meaningful client touchpoints each week.
Client Engagement
Assess improvement in post-meeting satisfaction scores, monitor faster turnaround times for reports and product notes, and track the increase in meaningful client touchpoints each week.
Client Engagement
Assess improvement in post-meeting satisfaction scores, monitor faster turnaround times for reports and product notes, and track the increase in meaningful client touchpoints each week.
AI Assistant Adoption
Measure active usage rates among RMs, identify the most frequent use cases by task type, and track model improvements driven by continuous RM feedback.
AI Assistant Adoption
Measure active usage rates among RMs, identify the most frequent use cases by task type, and track model improvements driven by continuous RM feedback.
AI Assistant Adoption
Measure active usage rates among RMs, identify the most frequent use cases by task type, and track model improvements driven by continuous RM feedback.
Outcomes
Track growth in new product penetration across client segments, measure increase in wallet share from existing clients, and monitor uplift in revenue generated directly through AI-assisted meetings and recommendations.
Outcomes
Track growth in new product penetration across client segments, measure increase in wallet share from existing clients, and monitor uplift in revenue generated directly through AI-assisted meetings and recommendations.
Outcomes
Track growth in new product penetration across client segments, measure increase in wallet share from existing clients, and monitor uplift in revenue generated directly through AI-assisted meetings and recommendations.
Technology
Technology
Built to Integrate, Learn, and Scale
System Integration
The assistant connects seamlessly with core systems like Salesforce, Altiore, Insights, PowerBI, and WealthWiki, enabling unified access to client data, reporting, and opportunities through a single conversational interface.
System Integration
The assistant connects seamlessly with core systems like Salesforce, Altiore, Insights, PowerBI, and WealthWiki, enabling unified access to client data, reporting, and opportunities through a single conversational interface.
AI Engine & Language Intelligence
A natural language model, trained on RM workflows, interprets plain-text queries and converts them into structured actions, delivering real-time insights and triggering tasks in a context-aware manner.
AI Engine & Language Intelligence
A natural language model, trained on RM workflows, interprets plain-text queries and converts them into structured actions, delivering real-time insights and triggering tasks in a context-aware manner.
AI Engine & Language Intelligence
A natural language model, trained on RM workflows, interprets plain-text queries and converts them into structured actions, delivering real-time insights and triggering tasks in a context-aware manner.
Security & Compliance
The platform is built with enterprise-grade security, including role-based access, encryption, and audit logs, while aligning with internal compliance and regulatory standards.
Security & Compliance
The platform is built with enterprise-grade security, including role-based access, encryption, and audit logs, while aligning with internal compliance and regulatory standards.
Security & Compliance
The platform is built with enterprise-grade security, including role-based access, encryption, and audit logs, while aligning with internal compliance and regulatory standards.
Scalability & Flexibility
A modular architecture enables phased rollout starting with RM use cases, with the flexibility to expand across functions and deploy via web, desktop, or inside mobile.
Scalability & Flexibility
A modular architecture enables phased rollout starting with RM use cases, with the flexibility to expand across functions and deploy via web, desktop, or inside mobile.
Scalability & Flexibility
A modular architecture enables phased rollout starting with RM use cases, with the flexibility to expand across functions and deploy via web, desktop, or inside mobile.
Achievements
Achievements
How We'll Build Cape
Train for Enterprise Needs
We’ll use leading LLMs like GPT-4o and Mistral-7B, then fine-tune them with enterprise-specific prompts, data workflows, and retrieval pipelines to reduce hallucination and boost accuracy.
Train for Enterprise Needs
We’ll use leading LLMs like GPT-4o and Mistral-7B, then fine-tune them with enterprise-specific prompts, data workflows, and retrieval pipelines to reduce hallucination and boost accuracy.
Integrate With Your Stack
Our plan is to securely connect internal tools — CRMs, reports, knowledge bases, and compliance systems — using RESTful APIs and Retrieval-Augmented Generation (RAG) architecture.
Integrate With Your Stack
Our plan is to securely connect internal tools — CRMs, reports, knowledge bases, and compliance systems — using RESTful APIs and Retrieval-Augmented Generation (RAG) architecture.
Integrate With Your Stack
Our plan is to securely connect internal tools — CRMs, reports, knowledge bases, and compliance systems — using RESTful APIs and Retrieval-Augmented Generation (RAG) architecture.
Prototype, Test, Repeat
We’ll rapidly prototype using tools like Framer, gather real user feedback (especially RMs), and continuously iterate based on usage data.
Prototype, Test, Repeat
We’ll rapidly prototype using tools like Framer, gather real user feedback (especially RMs), and continuously iterate based on usage data.
Prototype, Test, Repeat
We’ll rapidly prototype using tools like Framer, gather real user feedback (especially RMs), and continuously iterate based on usage data.
Build for Scale & Security
Security-first from the start — we'll layer Cape with RBAC controls, SOC 2-aligned processes, and tokenized API access to ensure it meets enterprise-grade standards.
Build for Scale & Security
Security-first from the start — we'll layer Cape with RBAC controls, SOC 2-aligned processes, and tokenized API access to ensure it meets enterprise-grade standards.
Build for Scale & Security
Security-first from the start — we'll layer Cape with RBAC controls, SOC 2-aligned processes, and tokenized API access to ensure it meets enterprise-grade standards.
The Prototype
The Prototype
Get a glimpse of Cape
Your AI partner for sales workflows, reporting, and insights—in seconds.