The next stage of our development builds on these foundations by helping AI understand how information relates to the client over time, so your team can ask useful questions of that history.
Imagine Penny preparing to call Margaret and asking: “What should I know before this conversation?”
The response could draw on changes since the last review, outstanding actions and earlier conversations that may now be relevant. Margaret previously discussed helping her grandchildren. Her cash balance is now higher, and she has been logging into the portal more often.
Those details might prompt Penny to revisit the conversation. They do not establish that Margaret wants to give money away. Penny still needs to ask, listen and exercise her judgement. The value is in bringing relevant information to her attention and helping her ask better questions.
And if Penny is away, another authorised colleague could prepare with that same context. Margaret can speak to someone who has a better starting point for understanding her, even if they have not personally shared all twelve years of the relationship.
Better context gives AI a stronger basis for a relevant response. It still needs checking. But it can help your team spend less time reconstructing the relationship and more time thinking about what the client needs now.
From client context to firm-wide intelligence.
Across a large client population, connected context can help teams focus attention where it is most useful. The same underlying relationship history can support different teams in different ways. For an adviser, that might mean preparing for a review with relevant changes and earlier concerns already identified. An investment manager could use previous client concerns to inform a communication during market volatility. Operations could examine outstanding actions and unresolved questions across the client base, while wider analysis of engagement could help the firm examine where its service is working well and where clients may need more support.
Bringing together the history of each client relationship gives AI a richer foundation for providing useful intelligence. AI can draw on what changed, when it changed, who was involved and why earlier decisions were made, helping connect information that would otherwise remain scattered across systems, documents and individual memories.
As Moneyinfo’s client intelligence capabilities develop, that richer context is being organised to support –
Better meeting preparation: Relevant changes, previous concerns and outstanding actions brought together before a conversation.
More personal conversations: Identifying earlier goals or discussions worth revisiting as circumstances change.
Stronger continuity: Helping authorised colleagues pick up a relationship with an understanding of its history, reducing reliance on one person’s memory.
More relevant communications: Using clients’ circumstances and previous responses to help tailor messages and support.
Better operational oversight: Highlighting overdue actions, unresolved questions and patterns of delay across the client base.
More informed reviews of client outcomes: Helping reviewers identify where further attention may be needed.
This is the client intelligence layer we are building.
Governance is central to making this useful. Our approach recognises the need to preserve permissions, show the sources supporting an answer and distinguish recorded facts from AI interpretation. People need to be able to see where an answer came from and remain responsible for checking it and deciding what happens next.
AI models will continue to improve, and firms will increasingly have access to similar tools. What makes those tools more valuable to your firm is the understanding you have built through your own client relationships: the conversations, decisions and changes in circumstances that cannot be recreated from the latest meeting alone. Capturing and connecting more of that knowledge today builds the foundations for more useful AI as these capabilities develop.
So where should you start?
If you already use Moneyinfo, speak to our Client Growth team about capturing more of your client relationships and getting involved with our AI developments. If you are exploring Moneyinfo, contact our sales team at sales@moneyinfo.com to see how it could work for your firm.
Your client relationships contain years of valuable understanding. Our aim is to help you capture it, connect it and put it to work, giving your people more time and better information to support the clients who trust them.
Live webinar
Building an AI ready firm
Better AI starts with knowing your client.
Join Tess and Sim to explore how client history builds the foundations for better AI, with a look at what’s available in Moneyinfo today and the capabilities we’re developing.
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