Problem
Client context lived across disconnected tools, slowing follow-ups and reducing decision quality for relationship managers.
Case Study
AI-First Wealth CRM
A relationship-manager platform that converts client signals into actionable priorities.
Approach
We unified client records, pipeline state, and AI insight generation into one operating surface with role-aware views.
What we built
- Unified CRM views across client profile, RM workflows, and follow-up queues.
- AI insight layer for summaries, anomaly flags, and next-best actions.
- Role-based access and auditing controls.
- Data-source and policy configuration controls for admins.
Screenshots
Stack
Next.jsReactTypeScriptChartingAPI LayerDatabaseAI Services
Outcome
RMs gained clearer daily priorities and reduced manual analysis overhead.
Build notes
- Built asynchronous insight generation jobs with visible freshness states.
- Normalized fragmented client signals into a consistent event model.
- Designed dashboard states for high-density data without cognitive overload.
Related services
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