In-house AI that actually knows your book of business
Kendril’s AI runs inside your environment, grounded on your CRM, notes, accounts, and documents — not generic web search.
Kendril Copilot
Ask natural language questions across CRM records, meetings, custodial feeds, and document vault. Responses stay grounded in your data and audit trails.
Summarize yesterday’s meetings and draft follow-up emails.
Kendril AI
Drafted 3 emails with next steps, open tasks, and uploaded to CRM timeline.
Which clients over 60 have concentrated stock positions above 30% of liquid net worth?
Kendril AI
6 households flagged; suggested hedging notes and outreach tasks assigned.
Prepare an agenda for the Smith household’s review, including last quarter’s performance and any missing documents.
Kendril AI
Agenda built with performance snapshot, cash drift note, and request for updated estate docs.
Agents that watch your data and trigger workflows
Monitor conditions across data feeds, missing documents, cash drifts, and planning milestones; trigger tasks, nudges, or approvals.
Condition
Automated step
AI evaluation
Automated step
Task creation
Automated step
Client email
Automated step
Use cases tailored to advisory work
Proactive risk monitoring
Watch for cash drifts, concentrated positions, and missing docs
- Watch for cash drifts, concentrated positions, and missing docs
- Flag anomalies from custodial feeds or AI analysis
- Escalate to advisors with ready-to-send talking points
Review prep in minutes
Pull positions, performance, notes, and tasks into one brief
- Pull positions, performance, notes, and tasks into one brief
- Generate agendas and follow-ups with compliance-friendly language
- Highlight gaps before the client meeting
Onboarding without chaos
Automate task lists by household type and custodian
- Automate task lists by household type and custodian
- Check vault for missing IPS or disclosures
- Guide client portal setup with nudges
Compliance-friendly messaging
Advisors stay in control. AI suggestions are reviewable with audit trails, role-based access, and data boundaries to keep teams aligned.