Overview

The Business Client Agent is the information hub for advisors to learn more about client’s businesses and their effect on the overall financial profile of the client owner. Instead of taking time away from assistants and analysts to build summaries and decks for these clients, the Agent can do so on their behalf through basic prompts.

The Agent is a chat-based interface that is used as an intelligence source for any connected business. The advisor can ask questions and request visualizations of the financial performance of the business. For example, an advisor may use the tool to ask for a graph of the average time for payments on accounts receivables. They could then use this data to create a proposal to update accounts for the business to ensure a larger distribution base for their client at the end of the year. All is done within the Agent, proactively before the client expresses the need at their next meeting. The advisor becomes an extension of the CFO office and develops a deeper trusted relationship with the business-owning client.