Client Inquiry Management demo

What the demo shows

Answers and routes institutional and intermediary client requests, each answer cited

The answer assembly line shows each request split into its questions on a horizontal line. Each answer arrives as a block stamped with its system of record, record and as-of date, with the Disclosure agent's verdict, and the blocks assemble into the reply on the right under a response clock set by the client's tier. Seven agents do the work: the Intake agent identifies the sender, the client and the contact's entitlements; the Triage agent splits the request, sets the clock and spots complaints, security risks and ambiguity; two Fetch agents pull holdings, returns, fees, statements and documents from the systems of record; the Disclosure agent holds anything early, unentitled or unlicensed and proposes what may go out; the Drafting agent writes the reply in the client's language; the Tie-out agent re-checks every figure against its block. Associates check routine replies, directors approve sensitive ones, specialists answer what needs judgment, and compliance decides every hold.

Transcript

1. 0:00Client Inquiry Management answers institutional and intermediary client requests, every answer cited.
2. 0:09Every manager in a 2026 survey saw more client questions about AI.
3. 0:17A consultant wants last Friday's top 10, Q3 fees, returns and our AI use.
4. 0:25The Triage agent splits it into four questions and starts a tier one clock.
5. 0:32Fetch agents pull each answer from its system, stamped with an as-of-date.
6. 0:38The fee comes from billing, $1.5 million, 33 basis points.
7. 0:46The disclosure agent holds the October 9th list.
8. 0:49Policy waits 15 days after month-end.
9. 0:54It offers the September 30th top 10 instead, released to every investor today.
10. 1:02Tieout rechecks 11 figures.
11. 1:05Performance makes it sensitive, so Nadia decides.
12. 1:10Nadia approves. Answered in six minutes.
13. 1:14Every figure cited, every reply checked by a second person, all on the audit trail.
14. 1:22Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.