Auric Finance: AI-Powered Client Intelligence for Wealth Managers

How a boutique wealth management firm automated meeting capture, report generation, and client management with an AI-driven CRM.

The challenge

Crestfield Wealth is a boutique financial planning practice with 12 advisers across two offices. After every client meeting, advisers were spending 30–45 minutes writing up consultation notes, manually extracting action items, and filing them across disconnected systems. Quarterly client reports — a core part of the firm's service promise — took the operations team days to compile, pulling data from notebooks, emails, and spreadsheets.

The practice director had no unified view of client interactions. She couldn't see which clients hadn't been reviewed recently, which advisers were overloaded, or how engagement was trending across the firm. The admin team spent hours on manual user management, billing reconciliation, and chasing advisers for missing notes.

What we built

After a two-week Discovery and a Workflow Phase rollout, we deployed a two-part AI-powered client intelligence platform:

Automated meeting capture — the system joins online consultations and records in-person meetings, producing AI-enhanced transcripts with key topics, action items, and client sentiment flagged automatically
One-click report generation — quarterly and ad-hoc client reports are generated directly from accumulated meeting data, formatted to the firm's templates and ready for review
Unified client timeline — every interaction, document, and action item lives in a single searchable timeline per client, accessible to authorised team members
Practice administration portal — a separate dashboard for the operations team with user management, adviser engagement analytics, subscription billing, and firm-wide reporting

The results

40 minutes saved per meeting

on post-consultation administration

Quarterly reports

generated in seconds instead of days

100% of client interactions

captured and searchable for the first time

Practice-wide visibility

giving management real-time insight into adviser activity and client engagement

What the client said

Our advisers were spending more time documenting meetings than preparing for the next one. Now the system handles the capture, and our quarterly reports practically write themselves. The admin portal was the bonus we didn't expect — for the first time, I can actually see what's happening across the practice.

Technology

AI-powered meeting capture and transcription platform with intelligent summarisation and action item extraction. Automated report generation engine connected to the firm's existing templates and data. Companion administration portal for practice management and analytics. Crestfield Wealth owns the entire deployment.

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The challenge

What we built

After a two-week Discovery and a Workflow Phase rollout, we deployed a two-part AI-powered client intelligence platform:

Automated meeting capture — the system joins online consultations and records in-person meetings, producing AI-enhanced transcripts with key topics, action items, and client sentiment flagged automatically

One-click report generation — quarterly and ad-hoc client reports are generated directly from accumulated meeting data, formatted to the firm's templates and ready for review

Unified client timeline — every interaction, document, and action item lives in a single searchable timeline per client, accessible to authorised team members

Practice administration portal — a separate dashboard for the operations team with user management, adviser engagement analytics, subscription billing, and firm-wide reporting

What the client said

Our advisers were spending more time documenting meetings than preparing for the next one. Now the system handles the capture, and our quarterly reports practically write themselves. The admin portal was the bonus we didn't expect — for the first time, I can actually see what's happening across the practice.

Technology