AI agents for scaled advisory
Making your expert firm AI-first
Ravical helps accounting, tax, insurance, HR and legal expert firms deliver timely, high-quality communication at scale.
Gain insights into client conversations, productise opportunities into profitable services, and redefine your client’s experience.
How do AI agents operate in your workflow?
Think of Ravical agents as experienced digital co-workers. They operate inside your existing systems and help advisors prepare faster, respond smarter, and stay on top of client needs.
Agents observe your workflows, learn how your firm communicates, and adapt to your highest standards.
Over time, they become deeply familiar with how your firm operates. They know what good looks like, and help deliver consistent quality at scale.
Intent recognition
Contextual enrichment
Knowledge accessibility
Response generation
Quality insights
Autonomous learning
Your value from day one.
Efficiency to improve customer interactions
Understanding what your customer wants, retrieving context, and preparing responses: Ravical agents help with routine work inside your inbox, putting an end to inbox overload. As a result, your clients are served quickly and accurately.
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Quality guaranteed across the firm
Ravical agents monitor communication output across the firm, surfacing patterns and flagging inconsistencies before they become issues. By assisting advisors with standardized tasks, they raise the overall bar for the services you deliver and let you build a unified, reliable client experience.
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Additional revenue unlocked
With a real-time view across your client portfolio, agents detect service gaps, trends, and regulatory triggers which help you spot new advisory opportunities. Use these insights to launch campaigns, build new offerings, and deepen client relationships at scale.
Discover Ravical
Conversation
Metrics
Ravical gives your firm clarity on what clients are asking. Understand the real conversations happening in your inboxes, and uncover how well your firm is communicating where it matters most.
Spot opportunities to improve service quality and response speed with clear, actionable metrics.
Use these insights to strengthen client relationships and support your team's growth. See which topics matter most to your clients, and empower advisors to deliver consistent, high-value responses at scale.
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Inbox
Companion
Ravical agents work in the background, and only appear where they're needed. In your inbox for example, where they draft thoughtful, context-rich replies, ready for your review.
Unlike with a chatbot, the advisor doesn't need to type in a request: AI agents automatically analyze each incoming message for intent, urgency, and sentiment and pull the right information from your systems and knowledge base.
This means advisors always have the context they need, without switching tools or searching through past conversations.
Human
Supervision
Agents never take action without your approval, they always show their thinking and await confirmation.
You stay in control, with the ability to review, edit, and give feedback on every suggestion.
This loop helps the system learn over time, while keeping quality and tone aligned with your firm’s standards.
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Security & Trust
Security isn’t an afterthought. It’s the foundation.
Ravical is designed from day one with enterprise-grade data protection, privacy, and compliance at its core. We're actively pursuing ISO 27001 certification and formal GDPR compliance, with audits already in progress and our security controls built to meet these standards.
We continue to refine and validate our safeguards as part of this process. You can follow our progress and find the latest updates in our Trust Center.