For asset managers, banks and advisers
Give each client a private assistant over the documents meant for them: fund factsheets, fee schedules, procedures. Each client sees only their own content, never another client's.
What are my fees? When is my statement? How do I add a signatory? Each question takes an adviser away from advice.
Factsheets and procedures go out by email. A month later, the client asks for them again.
One client's documents must never reach another. A shared folder with the wrong permission is one click away.
Today
With Ophiry
An example of what goes in, and what the AI writes from it. Your own documents produce your own wiki.
What you upload
What the AI writes
One article, with its sources
Your share class has an annual management fee of 1.2%, charged monthly 1. There is no entry fee, and the exit fee falls to 0% after 12 months 1. Ongoing charges for the last year were 1.35% 2.
Each client sees only the content shared with them. The separation is enforced by the database, not left to the AI.
Publish general documents once for every client, and keep each client's own documents for them alone.
Every answer names the document it is based on, so clients can open it and check.
When the documents don't answer a question, the assistant says so and the client contacts you instead.
Publish in several languages; clients read and ask in English, French or Arabic.
Data is stored on servers in Germany and is never used to train AI models.
Manuals, policies, procedures. As they are.
Ophiry reads everything, flags what is superseded or contradictory, and proposes the articles to write. You approve the plan before anything is written.
It designs the structure and writes clear articles, each with its sources. You approve.
An AI assistant answers their questions in seconds.
Each client belongs to its own isolated group, and the database itself refuses to return another group's content. It does not depend on the AI behaving well.
No. It answers from the documents you publish, with their source, and says when they don't cover a question. Advice stays with your advisers.
With their own account and password. You invite them, and you can disable their access at any time.
It depends on your plan's number of client readers and isolated clients. Enterprise plans are sized to your client base.
Answers about leave, benefits and policies, without waiting for HR.
See an exampleInstant, consistent answers from your manuals and guides.
See an exampleThe exact rule, and the section it comes from, in seconds.
See an exampleA private, AI-written portal for each client engagement.
See an example