Private Banking · Illustrative application concept
RM Copilot
Walk into every client conversation already prepared.
Evidence-linked preparation for professional review
| Review item | Finding | Source |
|---|---|---|
| Portfolio value | CHF 4.28m | Portfolio · p. 2 |
| Cash available | CHF 218,400 | Balances · p. 1 |
| Next maturity | 30 Nov 2026 | Holdings · p. 4 |
Illustrative interface with synthetic data. These findings and sources are examples, not actual client records or policy determinations.
The problem
Client information is fragmented across CRM records, portfolios, previous conversations and upcoming events.
The application
Aggregates CRM information, portfolios, cash balances, maturities and relevant events to prepare the Relationship Manager before a client interaction.
Human control
The Relationship Manager checks the source material, interprets priorities and decides what to discuss with the client.
Potential impact
Less manual information preparation, clearer evidence and more time for professional analysis. Benefits must be tested against a defined baseline; no achieved results are claimed.