T For Wealth Management & Banking Teams

The Terminal for Financial Services Conversations.

Realtime AI for financial services that listens, understands, and acts live in the conversation.

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ISO 27001 CERTIFIED/ UK GDPR COMPLIANT/ DATA HOSTED IN UK/EEA

client-call · quarterly-review.rec

LIVE 00:14:20

Transcript

Terminal

Relationship

CRM sync

tiller.detect( "rate_environment_question", client: "Ashcombe Wealth Partners" )

HEARD — "What's our current view on rate cuts this year?"

Two cuts priced in for H2 — full note from Friday's research desk.

Live Research Pull

Latest desk view surfaced instantly, no digging through the inbox.

Cited and compliant

Every figure sourced and logged, ready for the file note.

Consistent every time

Same house view, whether it's your first call or your tenth.

Bookmarked Suitability logged CRM sync pending

// The problem

The Execution Gap.

Clients show up better informed than ever. Advisors are still working from memory. The gap between them is what's costing deals, revenue, and growth.

41%

more time spent monthly on compliance and admin work — by advisors who don't have enough time with clients.

J.D. Power U.S. Financial Advisor Satisfaction Study, 2023

27–30pt

lower client loyalty (NPS) for advisors who say they don't have enough time with clients.

J.D. Power U.S. Financial Advisor Satisfaction Study, 2023

01 // Context Ceiling

A question comes up live, the advisor can't answer it — and to the client, that silence looks like something being hidden, not just a gap in memory.

02 // Admin Time Trap

Every hour lost to non-value admin and compliance work is an hour not spent with the client who's deciding whether to stay.

// Inside the call

How it works, live.

The guidance layer for modern financial services teams. Bringing the power of the business's knowledge to every conversation.

⚡

Live Detection

Every question, objection and compliance moment, answered the instant it happens.

◆

Ask What Matters

One-tap buttons scan the call so far to surface next moves, or anything missing.

◎

Clarity at a Glance

Clear, unintrusive guidance that never gets in the way of the conversation.

// One conversation

What changes, in one call.

T+00:00

Capture

Call begins; Tiller listening.

T+02:14

Question detected

"What's our view on rate cuts this year?"

T+02:15

Live prompt surfaces

Compliance check passes

Disclosure confirmed, inline.

T+18:02

CRM updates

Notes, stage and fields sync at hang-up.

✓Faster revenue

Deals close quicker when every question gets answered live, not chased down after.

✓Fewer escalations

Gives the advisor every element they need to answer with full confidence, live.

✓Automated Admin

✓ CRM filled in automatically
✓ Follow-up email drafted
✓ Contract fields populated

// Proof, and why now

Results teams are already seeing.

This isn't about keeping up with AI — it's about putting AI on the advisor's side of the table, live, in every conversation.

19%Increase in deals won

15 hrsSaved per advisor, per month

We were converting one in five opportunities and now it's one in three.

Dan Stackhouse, Global Head of Sales

// How to test it

See it work, safely, first.

We run focused, time-boxed pilots inside a single team, with a clear baseline and agreed KPIs before any wider rollout decision is made.

Quick discovery

A call to agree scope and what success looks like.

Live pilot

Real guidance in real conversations, running for a few weeks.

Clear read on ROI

Compare against baseline, decide together what's next.

✓ ISO 27001 certified ✓ UK GDPR compliant ✓ Data hosted in UK/EEA ✓ DPA with every subprocessor