1
Knows every client.
It keeps every document, meeting and record together around each client and family, with the source of every fact.
Agentic CRM for wealth advisors
Know every client deeper.Serve every family better.
Give every advisor a team of AI agents. Arki learns each client in depth and does the operational work within your firm’s boundaries.
Meeting notes
Adrian Clarke: first meeting
ArkiNeed found: education funding in two years, without tying up business cash.
Follow-up drafted with a staged-withdrawal comparison.
Ready for your review
Illustrative. Synthetic data.
Your clients’ lives don’t wait for your next review.
Keeping each client close happens in the hours around the big decisions.
08:40
Noticing
A change in law, markets or family life touches a client.
10:15
Reaching first
They hear it from you before they hear it anywhere else.
14:30
Chasing what’s missing
The document, the signature, the answer still outstanding.
17:45
Arriving prepared
Every meeting starts from what changed since the last one.
Today
It lives in people’s heads and inboxes.
The old answer
A better system to update.
The new one
AI agents that know your clients and do the work.
2
Gets the next task done.
Briefs before meetings. Heads-ups when news or policy touches a client. Check-ins until a missing document arrives. Follow-ups after a review.
3
Within the limits you set.
Your firm chooses, task by task, from draft only to send, where regulation allows. Regulated judgment stays with your people.
Arki gets better the more your firm uses it.
In daily use with our pilot customers in Hong Kong and Singapore.
Learn your clients
Every document, meeting and event updates a living profile of each client. Only what changed is rebuilt.
Learn how you work
It remembers your habits and what worked, and brings them into the next task. You confirm what is kept.
Grow as a team
Reviewer corrections and finished work become shared methods, within the permissions you set.
05 Arki Evidence Engine
Every answer traces back to its source.
Permissions come before anything is read. Evidence is checked for currency. Gaps are returned, never filled in.
- 01 Authorise first
- 02 Understand the question
- 03 Retrieve the evidence
- 04 Assemble and check
- 05 Act within your limits
- 06 Cite every statement
Assist, not decide.
Four rules Arki keeps, however much it takes on.
Ownership
Your firm’s knowledge stays your firm’s.
Permissions
Permissions come before anything is read.
Accountability
People sign what the regulator holds them to.
Withdrawal
Withdraw access, and it’s withdrawn everywhere.
Source of wealth, built into onboarding.
One of the best chances you’ll have to learn your client.
To show where their wealth came from, a client walks you through how it was built. Arki turns their documents into a structured profile and an evidence-linked report, built to the standard banks hold themselves to, and keeps what you learn for the relationship that follows. KYC stops being just the paperwork to open an account. Ready to test now.
Source-of-wealth profileSynthetic case
- Sale of operating company, 2019SPA p.12
- Dividends received, 2015–2019Bank stmt p.4
- Property in Kowloon TongGap flagged
- Stated inheritance amountConflict flagged
Signed by: named reviewer
Used daily by our pilot EAM and MFO customers.
EAM · MFO | Hong Kong · Singapore · Taiwan
Multi-family office · Asia
Multi-family office · Singapore
Two clients’ names are withheld at their request.
