1 workflow automations purpose-built on top of DATAIR — no data leaves your system, no parallel tool for your team to learn.
AI assembles the review pack from Relius, FT William, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running DATAIR — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of DATAIR for any repetitive process. Tell us what you'd automate.
