Give relationship managers, advisors, and field teams always-on signals, personalization at scale, and compliance controls to always show up prepared.
Global financial services institutions trust WRITER
We’re empowering our crew to work more effectively, more efficiently, and more creatively.
Meet your clients where they are with content that speaks to their needs.
Securely search 1st party and 3rd party data (PitchBook, FactSet) to generate data-driven content strategy.
Develop and iterate on content and creative with AI that knows your voice, style, and institutional context.
Auto-generate audience- and channel-specific lifecycle and derivative content.
Build in brand, legal, and regulatory compliance, instead of waiting on post-production reviews.
Enable field teams to create bespoke content for every client—so they can focus on relationships, not repetitive content creation.
Scale personalized client touchpoint kits based on CRM data, including microsites, emails, social copy.
Apply brand and regulatory compliance across bespoke content automatically, eliminating bottlenecks.
Send personalized daily client intelligence briefs and market analysis from third party sources like FactSet and Pitchbook.
Generate weekly dashboards with client profiles, call scripts, and suggested actions for every client interaction.
Accelerate the entire sales lifecycle so teams can maximize revenue across their book of business.
Unify CRM, engagement data, and firm knowledge to generate weekly dashboards with lead scores, meeting schedules, and actions.
Create dynamic sales dashboards and research packages for every interaction—portfolio analysis, relationship history, and client-ready presentations.
Analyze client portfolios at scale to flag rebalancing opportunities and develop custom solutions with next best actions.
Generate action items, follow ups, and CRM updates to increase sales productivity and compress sales cycles.
Apply the right compliance requirements automatically across all client-facing content. Reduce regulatory risk and compress review cycles from weeks to hours.
Block violations in real-time. Build guardrails in WRITER or integrate from Amazon Bedrock or Presidio to prevent sensitive data and non-compliant language during content generation.
Compliance requirements — federal, firm-specific, and always changing — are built directly into WRITER, so every piece of conent is reviewed against the rules before it goes out.
Shift compliance officers from heavy review to spot-check approval. Enable business users to run post-draft reviews that generate annotated documents with violations and suggested changes.
SOC 2, HIPAA, and GDPR-ready controls with no training on your data, so security teams can approve deployment with confidence.
A built-in Knowledge Graph grounds every agent in your approved content, terminology, and voice.
Monitor, audit, and supervise every agent action from one console, with the governance controls enterprises expect.
Hundreds of leading enterprises run production agent workflows on WRITER, from global banks to health plans.
