Use Case · Role Guide

AI person-intelligence for VIP clients

Built for PB and wealth managers. AI analyzes family composition, inheritance, tax events, retirement window.

For people like you

Private bankers and wealth managers, where one client's LTV is enormous. You need to track family, inheritance, tax events for timely advice.

5 ways AI person-intelligence for VIP clients wins

  • ✦Family composition (estimated) — inheritance structure reference
  • ✦Retirement and life event prediction
  • ✦Tax event calendar-driven outreach suggestions
  • ✦Public company data → stock & equity position analysis
  • ✦Unified VIP touchpoint and analysis history

Sample daily workflow

  1. 1

    New VIP — infer family & wealth from public info

  2. 2

    Daily — Morning Brief proposes 3 VIPs to reach

  3. 3

    1mo pre tax event — auto-pick relevant VIPs

  4. 4

    Retirement window — risk/pension proposal messages

  5. 5

    Quarterly review — all-VIP relationship ROI dashboard

FAQ

Privacy?

OpenRouter Zero Data Retention — no LLM training, no logs. Compliant with APPI (JP) and PIPA (KR).

Bring AI into your work

Scan a card and AI analysis, message drafting, and relationship ROI tracking start — tailored for AI person-intelligence for VIP clients. ✦120 credits free, no monthly fee.

Get started free →

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