An assistant that does the homework, while you keep the judgement.
The AI Client Assistant reads your own records and prepares you: a short brief before every meeting, facts worth raising in a review, and draft WhatsApp or email messages in the client's language. It never recommends a product and never sends anything on its own.
Meeting brief: Desai family
- Sunita turns 52 on 15 Oct. Client since 2014.
- Term cover of ₹50 L bought in 2012. Daughter born 2015.
- Health floater renews in 41 days.
- Last note: asked about retirement corpus timeline.
Draft in Gujarati, for your review
What AI Client Assistant does for your practice.
Meeting briefs
Before a visit, get a short brief: family members, active covers, recent payments, open renewals and your last notes.
Facts worth a conversation
It points out facts from records, like a term cover bought before a child was born, so you can decide whether to discuss it.
Draft messages
Renewal reminders, birthday wishes and follow-ups drafted in the client's preferred language, ready for you to edit.
Notes from voice
Speak your meeting notes after a visit and get a clean written summary saved to the client.
You stay in charge
Every suggestion is a draft. Nothing reaches a client until you review it and send it yourself.
No product advice
The assistant does not recommend schemes, funds or policies. Advice remains your regulated responsibility.
From first record to stamped done.
Read
The assistant reads only your firm's records for the client you open.
Prepare
It writes a brief and lists facts worth a conversation.
Draft
It drafts messages in the client's language, in your tone.
You decide
Edit, discard or send. Every action is yours and is logged.
Regulatory and responsible AI notes
- SamrddhiLife is software for registered advisors and distributors. It is not an insurer, broker, mutual fund distributor or investment adviser, and does not sell any financial product.
- Nothing on the platform is financial, investment or insurance advice. Advisors remain responsible for following IRDAI, SEBI and AMFI rules.
- The assistant summarises records and drafts messages for the advisor to review. It never recommends specific products or sends messages on its own.
- Client personal and financial data is stored only with consent, encrypted, and never sold or shared.
- Messages respect client opt-outs and contact preferences.