Internal Knowledge Agent
Instant answers from your firm's collective knowledge
Your policies, research, and past decisions live across SharePoint, email, and countless documents. The Internal Knowledge Agent turns all of it into something you can simply ask.
Your Firm's Knowledge, On Demand
Advisors lose hours hunting for the right policy, the latest research note, or what was agreed with a client last quarter. The Internal Knowledge Agent reads across your connected sources and answers in plain language.
Every answer comes with its sources, so your team can trust it and trace it back to the original document, email, or note.
What you can ask
- Policies, procedures, and compliance guidance
- Product, fund, and mandate information
- What was discussed or agreed with a client
- Research notes and house views
- Onboarding and operational checklists
- Regulatory and jurisdictional requirements
Benefits
Stop searching, start asking
Ask a question in plain language instead of digging through folders, inboxes, and shared drives.
Answers with sources
Every response cites the documents it drew from, so your team can verify and trust each answer.
Always current
Connected directly to your live sources, so answers reflect the latest version, not a stale copy.
Connects to Your Knowledge Sources
The agent reaches the systems where your knowledge already lives. Access is secure and consent-scoped, the data stays inside your own environment, and nothing confidential is sent to external models.
Ask in Plain Language
See how teams put their firm's knowledge to work every day
Policy Lookup
"What's our policy on accepting gifts from clients?"
Meeting Recall
"What did we agree with the Keller family at the last review?"
Committee Minutes
"Summarize the latest investment committee minutes."
House View
"What's our house view on European equities this quarter?"
Product Info
"Which buy-list funds suit a conservative EUR mandate?"
Templates
"Where's the template for the quarterly client report?"
Onboarding
"What documents do I need to onboard a corporate client in Switzerland?"
ESG Approach
"Summarize our approach to ESG screening."
Regulation
"What are our FinSA/FIDLEG suitability requirements for a new mandate?"
Put your firm's knowledge to work
See how the Internal Knowledge Agent gives your team instant, sourced answers from everything your firm already knows.
Book a Demo