Wealth Management

AI for better servicing your clients

Access the internal company knowledge base instantly, customize strategies for your clients without missing a beat.
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Clio AI is trained on your business data to answer both qualitative and quantitative questions.
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Semantically Search across all your documents, business apps, discussions to locate what you need instantly.

Get a jumpstart on your day to day work

With Clio AI, you can accelerate your research, build investment strategies quickly, check for compliance, and drive improved performance and value to your clients.

Instant Access to Critical Information

Say goodbye to endless searches and delays. With Clio AI, find the information you need across all your apps instantly, enabling you to respond faster to client needs and market opportunities

Efficient Knowledge Management

Organize and search through documents effortlessly. Clio AI's semantic search capability ensures you can locate and retrieve client statements, investment research, and legal documents in seconds, freeing up valuable time for strategic tasks.

Personalized Client Service

Impress your clients with personalized service and rapid response times. Clio AI's comprehensive search capabilities enable you to retrieve client-specific information, investment histories, and financial reports swiftly, enhancing client satisfaction and loyalty.
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"With semantic search, BCG employees were able to retrieve and summarize information that was previously buried in long lists of multi-page documents"
- Boston Consulting Group1

1More details here
AI powered search and summarization can boost employee satisfaction by > 40%.
39%
Increase in work completion
25%
Increase in result relevancy

Make informed decisions quickly to stay ahead of the market

With Clio AI, uncover new investment opportunities, delight clients with informed decisions, strengthen compliance efforts, and above all, empower your team to take informed decisions quickly and outsmart your competition.
Portfolio Manager
Relationship Manager
Research Analyst

Portfolio Manager

With Clio AI's intelligent workplace search, wealth managers efficiently sift through vast amounts of market research, economic indicators, and financial news to uncover hidden investment opportunities, identify emerging trends, and make well-informed investment decisions that drive revenue growth and maximize returns for their clients.
AI decide which data is important

Relationship Manager

Clio AI enables relationship managers to access client portfolios, historical performance data, and market trends in real-time. Armed with this information, they can discuss investment strategies and offer tailored solutions that align with clients' financial goals
Use custom models fit

Research Analyst

Clio AI's intelligent search capabilities significantly enhance research productivity by enabling analysts to locate relevant research articles, economic indicators, and market data more efficiently, leading them to produce high-quality research outputs in a shorter time frame.
Access output everywhere

Morgan Stanley on AI Powered Search

Morgan Stanley Wealth Management deployed their own model harnessing the knowledge and insights, housed across many internal sites, mainly in PDF format. They used GPT4 and OpenAI to do it. Some select quotes from the story. Full article here
“You essentially have the knowledge of the most knowledgeable person in Wealth Management—instantly. Think of it as having our Chief Investment Strategist, Chief Global Economist, Global Equities Strategist, and every other analyst around the globe on call for every advisor, every day. We believe that is a transformative capability for our company.”
Jeff McMillan, Head of Analytics, Data & Innovation
Morgan Stanley Wealth Management
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"Key to ensuring good client service is our ability to invest at scale in technology. (OpenAI) is empowering Morgan Stanley with the marriage of human advice and technology—something to which we are completely committed. This endeavor has been particularly rewarding. The buy-in and engagement across the organization has been impressive."
Jeff McMillan, Head of Analytics, Data & Innovation
Morgan Stanley Wealth Management
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"Today, more than 200 employees are querying the system on a daily basis and providing feedback. The focus will always be on getting advisors the insight they need, in the format they need, instantly. The effort will also further enrich the relationship between Morgan Stanley advisors and their clients by enabling them to assist more people more quickly."
Jeff McMillan
Morgan Stanley Wealth Management
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Workplace Search that actually works

Supercharge your company's productivity by harnessing the massive reservoir of untapped data and insights.
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Works with your most used tools

Connect your tools, connect your teams. With over 300 apps already available in our directory, your team’s favourite tools are just a click away.
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All integrations

Private, Secure and Compliant by design

Clio AI is built on foundations of keeping you company data private, secure, and compliant from day one. Built by an experienced team, we understand the constraints and enforce them rigorously
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Private Cloud Deployment

We can deploy models on your premises or your private cloud directly. That is, not even a single byte of data is shared with a third party.

Encrypted Models

All the models we deploy and APIs we expose are SHA256 encrypted (like WhatsApp/Signal) making any back and forth of data as secure as possible
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SSO + Admin Controls

Authenticating with your company Sign on gives rigorous controls on who can access what data.

Indexing Controls

Clio can build individual or team specific knowledge graphs. You control what data is indexed and available for which team. Right out of the box.

Why Clio AI?

Unlock the most obvious-yet-hidden-in-plain-sight growth hack - enable your employees to work on important things, and reduce their cognitive load and time to resolve blockers.

Fast, efficient, and in-context information to make every employee a super performer.

Simple Out-of-the-box solution

Provide true intelligent search to your employees. Anyone can find anything they need to complete their task, by just asking for it.
Like Every employee has an EA.

Grounded in your company and your people

Get direct answers, summaries, and citations, all personalized for who is asking the question, and from your company's knowledge. In 1/10 of the time. And no hallucinations.

Turnkey enterprise grade offering

A plug and play solution that enables enterprises to meet scaling and life-cycle management requirements easily and cost effective manner.

Spend time thinking not searching. Get a demo today.

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