Most AI in wealth management wasn't built for your unique firm.

The situation

A large midwest firm was looking for a way to send personalized outreach to every client at the end of each year that highlighted portfolio growth and key life milestones that the clients experienced that year. However, much of the richest data about each client lived in unstructured "notes" fields.

The Impruve solution

Impruve developed an AI-drafted, Advisor-reviewed workflow for sending Year-End Client Value Reports.

This report summarizes an advisor's ongoing work, quantifies proactive activities, and highlights milestones achieved for each client. It draws directly from existing data sources, producing an elegant, visual narrative that turns operational excellence into visible, emotional, and measurable client impact.

Impruve developed an explicit human-in-the-loop approval process (and supporting software interface) to keep advisors in control of the final narrative to clients.

The situation

Off-the-shelf "AI Scoring" tools weren't working for this firm, because they weren't customizable enough to incorporate and add weight to the factors that actually mattered to the firm. They wanted to use AI to help drive decision-making and client prioritization, but didn't want to lose their unique strategy in the process.

The Impruve solution

Impruve developed a custom, firm-specific AI client scoring dashboard, based on the factors that actually matter to their firm.

This dashboard is logged into by advisors alongside their other Impruve-built AI tools (AI notetaker, AI-captured "relationship IQ", and AI content studio), allowing them to take immediate action on the insights surfaced.

The firm was able to request ongoing customizations to scoring factors and weights through their ongoing relationship with Impruve.

The situation

When a PE-backed aggregator acquires a new RIA or a book of clients, the true challenge begins after the deal closes. Advisors inherit fragmented histories, scattered documents, uneven CRM data, and years of context that never transfers cleanly. Much of the information required to serve these clients well already exists across emails, PDFs, planning documents, CRMs, custodial feeds, and public sources — it's simply too time-consuming for humans to stitch together.

The Impruve solution

Impruve developed an AI workflow that automatically ingests all client data and generates a structured "relationship" summary.

This workflow automatically ingests all available data for newly inherited households — communications, documents, CRM notes, public data — and synthesizes it into a structured relationship summary. Advisors receive a clean, digestible "client intelligence brief" that accelerates understanding of clients' history, priorities, risks, and next steps.

The result was faster advisor readiness, stronger first impressions with clients, and a smooth integration that preserves trust while unlocking early value.

The situation

When using an AI notetaker — like the ones found in Impruve's platform or platforms like Wealthbox — the question is always, "how can I take action on the to-do's captured from this meeting?"

The Impruve solution

Impruve developed custom workflows that connected a mid-size RIA's AI notetaker to their Wealthbox instance, auto-creating and assigning "Cases" in Wealthbox immediately after a call.

Assignment logic and case creation was based on the firm's specific team structure and internal logic — saving them hours a week handling follow-ups after client calls.

Don't see the AI workflow you've been hoping for in your firm? That's the point — Impruve will custom-develop AI workflows around your specific needs and goals.