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ClientSphere – RM Command Center

ClientSphere – RM Command Center

For Relationship Managers


For Relationship Managers


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Benefits

Discover Capable Benefits

ClientSphere is an AI-powered command center designed to boost RM productivity and client engagement. It offers tools like SmartPlanner, ClientMemory, ActionPrompts, and campaign orchestration—all within a compliant, unified platform.

Smart Planner

Prioritized task lists based on client data and life events

Smart Planner

Prioritized task lists based on client data and life events

Smart Planner

Prioritized task lists based on client data and life events

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Client Memory

Centralized, searchable record of all client communications

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Client Memory

Centralized, searchable record of all client communications

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Client Memory

Centralized, searchable record of all client communications

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Smart Grouping

Intelligent client segmentation by behavior or goals

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Smart Grouping

Intelligent client segmentation by behavior or goals

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Smart Grouping

Intelligent client segmentation by behavior or goals

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RM Metrics Dashboard

Real-time visibility into RM effectiveness and fund management'

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RM Metrics Dashboard

Real-time visibility into RM effectiveness and fund management'

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RM Metrics Dashboard

Real-time visibility into RM effectiveness and fund management'

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Action Prompts

AI based automated proactive alerts for timely outreach the client's assets

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Action Prompts

AI based automated proactive alerts for timely outreach the client's assets

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Action Prompts

AI based automated proactive alerts for timely outreach the client's assets

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Security & Privacy

Data protection with full data control, ensuring standard security.

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Security & Privacy

Data protection with full data control, ensuring standard security.

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Security & Privacy

Data protection with full data control, ensuring standard security.

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Smart Grouping

Smart Grouping

Smart Grouping

Smart Grouping allows Relationship Managers (RMs) to automatically segment their client base using behavioral analytics and client needs. This segmentation empowers RMs to offer more relevant and personalized communication and product recommendations.

Campaign Creation

Campaign Creation

Campaign Creation

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Personalized and Group Outreach

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Personalized and Group Outreach

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Personalized and Group Outreach

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Tracking & Optimization

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Tracking & Optimization

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Tracking & Optimization

Risk & Goal Mapping

Risk & Goal Mapping

Risk & Goal Mapping

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Detect excessive risk concentration using simple, intuitive analytics

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Collaborate with advisors to initiate rebalancing requests

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Tie each goal directly to portfolio performance and future projections

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Motivate clients with gamified elements

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Meeting Prep – Flashcards & Incentive Tracking

Meeting Prep – Flashcards & Incentive Tracking

Meeting Prep – Flashcards & Incentive Tracking

AI-generated briefing cards to help RMs prepare for high-impact client meetings in minutes. For RM Success platform provides Incentive tracking which feels gamified

AI-generated briefing cards to help RMs prepare for high-impact client meetings in minutes. For RM Success platform provides Incentive tracking which feels gamified

AI-generated briefing cards to help RMs prepare for high-impact client meetings in minutes. For RM Success platform provides Incentive tracking which feels gamified

Client Memory highlights

Client Memory highlights

Client Memory highlights

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Last interaction summary

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Last interaction summary

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Last interaction summary

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Portfolio updates

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Portfolio updates

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Portfolio updates

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