Context Connector
Every insight starts with context.
The unified knowledge layer that connects every source of firm data into a single AI-ready context. From CRM to email history, billing records to document systems—give AI the full picture it needs to deliver accurate, personalised insights.
Context is everything
AI is only as good as the information it has access to. Connect your firm's data and knowledge sources into a unified context layer, and watch AI outputs transform from generic suggestions to genuinely useful insights.
Connect everything
Connections
Bring together every system where client information lives. Our connector integrates with your CRM, document management, service catalogue, billing platforms, and accounting tools—creating a comprehensive view of every client relationship.
Remember everything
Client memory engine
Build a persistent record of every client interaction over time. Emails, meetings, service history, and system data combine into a single, continuously updated client memory that never forgets context.
Unified knowledge
AI making recommendations without proper context is like a doctor diagnosing without patient history—dangerous at worst, useless at best. The Context Connector ensures AI has the complete picture, so insights are accurate, relevant, and actionable.
No contextual blind spots when generating insights
Stop getting AI suggestions that miss critical context. When every system connects, AI recommendations reflect the full reality of client relationships—not fragments of information.
More accurate opportunity spotting
Reduce noise and false positives dramatically. AI trained on complete client context surfaces opportunities that genuinely matter, not just keywords that might be relevant.
Personalised client interactions
Every email, every recommendation, every advisory suggestion reflects deep client knowledge—making interactions feel genuinely tailored rather than template-driven.
