An advisor's best hour is across the table from a client. The rest is the CRM, the KYC file and the quarterly pack, and compliance sees the recommendation after the fact.
craise works for the advisor and never speaks to the client. Notes, CRM fields and the review pack are ready before the advisor is back at the desk, and each recommendation is logged.
Your data stays inside your firm.
Isolated per firm
Data, memory and models never cross between firms.
Yours to keep
Your data never trains a model anyone else uses.
Every step visible
Every read, draft and score is logged with its source.
Humans sign
Every workflow ends in a decision a person makes.
Start with one workflow, then add the next.
We start with one desk, using your templates and your live work. The first workflow runs in six to fourteen weeks, and then we build the next.
Talk to a craise lead.
Tell us which desk loses the most hours. We map that workflow with you before anything is built.
- We start with one desk and your live work
- Private models run inside your firm
- A named craise lead is accountable for the outcome