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Amy is an AI coworker for wealth managers and financial advisors, working alongside you in email, Slack, and WhatsApp. It connects to your CRM, calendar, inbox, and data room, and enriches every client, prospect, and household with built-in person and company data, real-time liquidity-event signals, and market research. The result: sharper client reviews, faster prospecting on IPOs, M&A, and executive stock sales, and follow-ups that never slip.

Ask

Get instant answers about a prospect’s fit, a client’s history, or what’s moving a portfolio today.

Delegate

Hand off client review packs, liquidity-event prospect lists, market commentary, and CRM logging.

Monitor

Have Amy watch for liquidity events, rebalancing triggers, concentrated positions, and your centers of influence.

Forward

Forward a held-away statement, estate document, client tip, or request and get a clean summary and next step back.
Every prompt below uses generic [placeholders] like [CRM], [email], and [Company] that you swap for your own tools and details.