Banking & Finance / RM Co-Pilot
Proactive Intelligence forEvery Client Conversation.
The RM Co-Pilot transforms how relationship managers prepare for and follow up on client interactions. Built on Swisper's Productivity Agent and Memory system, it unifies CRM data, portfolio information, CIO research, and communication history into a single intelligence layer that works proactively, surfacing what matters before the RM asks.
Key Capabilities
Meeting Insights
Proactive briefings assembled automatically when a client meeting appears on the calendar: portfolio performance since last contact, relevant CIO developments, upcoming maturities, open action items, and personalised talking points drawn from Memory.
Client Prioritisation
Signals engine monitors portfolio events, market movements, and lifecycle triggers to surface which clients need attention today. Maturing products, concentrated position risks, or missed reviews trigger prioritised alerts.
Communication Drafting
AI-generated email and message drafts calibrated to the client's language, tone, and history. Every output passes through compliance review and RM approval before sending.
Cross-Session Memory
Swisper Memory tracks client preferences, past decisions, and personal context across every interaction — building the kind of relationship continuity that distinguishes the best advisors.
Next-Best-Action
Contextual suggestions based on client profile, portfolio position, and CIO views: a rebalancing conversation, a tax-loss harvesting opportunity, or a well-timed check-in call.