Advisor Copilot
AI-assisted pre-call preparation, RAG Q&A, and report generation for relationship managers.
Advisor Copilot
Empower relationship managers with AI-assisted research, talking points, and client-ready materials before every meeting.
The Problem
RMs spend 30–45 minutes per client meeting on prep:
- Reviewing last quarter’s portfolio
- Researching market developments
- Writing meeting agendas
- Preparing visual aids
The Sentinel Solution
Pre-Call Prep (2 minutes)
- Open client chat session
- Upload latest CAS
- Ask: “What should I discuss in today’s meeting?”
Zen generates:
- Portfolio changes since last meeting
- Market context for major holdings
- Upcoming maturities or corporate actions
- Risk alerts requiring attention
During Call
- Real-time Q&A: “What’s the 3-year return of my largest holding?”
- Instant scenario modeling: “What if I increase SIP by ₹50K?”
- On-the-fly report generation
Post-Call
- Export chat thread as meeting notes
- Auto-create follow-up tasks in CRM
- Schedule next review