Adviser relationship calls

Help a relationship manager recall the last conversation, notice what has changed and prepare a cited shortlist.

Patchworks Call IntelligenceLivePatchworks staff

Live call workspaceIllustrative

Relationship review

ClientOur daughter starts university next year, so we’re thinking about cash flow.
AdviserLast time you mentioned keeping a cautious approach. Is that still right?

Life event: University costsNew
Risk appetite: CautiousRecalled
Follow-up: Income optionsTo prepare

Recall previous objectives (covered)
Note changes in circumstances (covered)
Agree what to send after the call (outstanding)

Illustrative example with invented data. It is not a screenshot.

The job

Private banking and advice depend on remembering the client: what they said last time, what has changed in their life and what they have asked to look at. Good notes and well-sourced suggestions make the difference.

How it works

Context from the earlier conversation is recalled before the call.
As the call happens, new personal news and requests are noticed.
A fund shortlist is built with citations to its sources.
Call notes are kept for the adviser to review and approve.

What it shows

A relationship manager’s call with a fictional private-bank client.
Memory of the previous conversation alongside what is new.
A cited shortlist and call notes ready for review.

Where it stops

It never submits anything or changes an external system; the record stays a draft for a person to complete.
The demonstration calls are authored scripts, and every bank, business and customer in them is fictional.
It does not establish production speech-recognition accuracy or handler performance.
Shortlists support an adviser’s judgement; they are not a recommendation or suitability assessment.

See it in the app

Wealth adviser
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Industries

Wealth Management & Investment

How we deliver it

AI Intelligence & Counsel
Understand frontier developments, challenge assumptions and decide where your enterprise should focus.
Enterprise AI Review & Delivery
Assess programmes and suppliers, identify what needs to change and implement alongside your teams.

See it working.

We demonstrate every use case with synthetic data, then discuss what an equivalent would need inside your organisation: data, controls, people and delivery.

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Related use cases

Fund selection

Describe the fund you need and get a ranked, visual shortlist read from fund documents.

FundsLivePatchworks staff

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Where it stops

It never submits anything or changes an external system; the record stays a draft for a person to complete.

The demonstration calls are authored scripts, and every bank, business and customer in them is fictional.

It does not establish production speech-recognition accuracy or handler performance.

Shortlists support an adviser’s judgement; they are not a recommendation or suitability assessment.