Beyond Dashboards
Dashboards show what happened. The intelligent concierge tells you what to do next. It continuously monitors your entire client universe and surfaces actionable intelligence: a VIP browsing online right now, a lease expiring next quarter, a high-value client who hasn't visited in 90 days, a purchase anniversary approaching next week.
How It Works
-
Smart Lists
Dynamic client segments that update in real time. "VIP clients who haven't visited in 60 days." "Clients with lease expirations in the next 90 days." "Clients who browsed online but haven't visited in-store." Lists maintain themselves as data flows in.
-
Proactive Alerts
When a smart list changes — a new client enters, a threshold is breached, a pattern emerges — the right advisor is notified immediately. Alerts are personalised to each advisor's client portfolio.
-
Relationship Briefings
Before every client interaction, AI assembles a complete briefing — recent activity, purchase history, personal milestones, product recommendations. Your team walks in prepared, never scrambling.
-
AI Recommendations
Based on the client's profile, current inventory, and behavioural patterns, AI surfaces specific product recommendations ranked by likely fit. Not generic suggestions — intelligence informed by the full depth of the relationship.
Examples in Practice
A fashion boutique advisor receives an alert: their VIP client just browsed the new spring collection online. They prepare three looks and send a personalised invitation for a private viewing.
An automotive advisor is briefed that their client's lease expires in 90 days and they've been configuring a new model online. They reach out with a test drive invitation and personalised upgrade options.
A hotel concierge reviews a pre-arrival briefing: the guest prefers ocean-view rooms, has a shellfish allergy, celebrated their anniversary here last year, and mentioned interest in the spa during their last stay.