Staff lost 5 hours daily keying data into silos. Agents now digest transcripts to update CRMs, freeing teams to serve more clients.
An AI platform for wealth management supporting Registered Independent Advisors who collectively manage more than $50 billion in client assets.
Financial advisors spent up to 80% of their time on administrative work, with staff at one firm dedicating up to five hours daily to manual CRM entry...
“Each of our advisors spends 1-2 hours each day managing data input into our CRM. Then each member of our ops team spends 2-3 hours each day inputting that information into our custodial platform. Nevis is fixing that. It's a strategic step forward for our growth.”
Nevis is an AI platform for wealth management that helps financial advisors and their teams automate core workflows — like meeting prep and account opening — supercharging teams to spend more time with clients and less time on admin.
Anthropic is a technology company specializing in artificial intelligence and machine learning solutions.
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