Demos/AI CRM
Live Demo

AI-Native CRM for Financial Services

A CRM where AI isn't bolted on — it's built into every interaction. Smart client insights, automated compliance checks, meeting prep, and proactive alerts. Click any client to see AI in action.

FINSERAI DEMO

FINSERAICRM
Meridian Wealth Advisors

Total AUM

£1,859,000

Active Clients

42

Reviews Due

7

Pipeline

£3,330,000

AI Alerts

4

Compliance

94%

AI
AI Alerts

Recent Activity

AI

Robert Chen · 10 minutes ago

AI flagged: New prospect matches high-value client profile. Recommend priority outreach within 48 ho...

AI

James & Sarah Mitchell · 1 hour ago

AI flagged: Annual review overdue. Portfolio drift detected — 8% above equity target allocation.

E

Dr. Priya Sharma · 3 hours ago

Sent quarterly portfolio summary and VCT performance update.

AI

Margaret & David Thompson · Yesterday

AI flagged: Drawdown rate unsustainable at current level. Portfolio depletion risk within 14 years.

D

Aisha Patel · Yesterday

KYC verification completed. Awaiting 2 remaining documents.

M

William & Catherine Brooks · 3 days ago

Annual review completed. Discussed IHT planning and trust restructure.

AI Client Insights

Every client gets an AI-generated insight — portfolio drift, tax alerts, review reminders, risk flags.

Meeting Prep

One click generates a full briefing — talking points, risks, suggested agenda, and questions to ask.

Compliance Checks

AI reviews each client file against FCA rules — suitability, documentation gaps, Consumer Duty.

Smart Pipeline

AI flags stale opportunities, scores probability, and suggests next actions to move deals forward.

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