Agentic AI · Client Segmentation
The right clients, without the manual hunt.
Identifies the clients who deserve attention so relationship managers stop combing the book of business by hand. No analyst tickets, no spreadsheets, just a prioritized list with the reasoning behind it.
What this takes off your plate.
- ✓Eliminates manual portfolio review, segments build themselves from behavior, lifecycle, and product mix
- ✓Tells RMs exactly who to call next, with the rationale attached
- ✓Closes the gap between 'we should reach out' and 'here's the list'
- ✓Sends ready-to-action targets straight into your CRM or campaign tool
Time savings calculator
How much time could you get back?
70%
The rest stays with your team for review, validation, and sign-off before anything goes out.
Reading the source material, cross-checking, and signing off — before any agent is involved.
Hours saved per week
5.7hrs
That's roughly 296 hours, about 37.1 full work days, back every year.
🤖KAI · Client Segmentation
Based on March, April, and May of 2026 wire growth, which clients should a relationship manager prioritize for outreach?
Here are the relationship-manager outreach priorities based on wire amount growth across March, April, and May 2026 (ranked by total growth):
1. Customer C1007
- Mar: $0 | Apr: +$125,000 | May: +$185,000
- Total (Mar–May): +$310,000
- Prioritize: Yes (sustained increase in Apr + May)
- Review note: Recommend RM outreach to understand drivers and confirm service needs.
2. Customer C1005
- Mar: $0 | Apr: $0 | May: +$95,000
- Total (Mar–May): +$95,000
- Prioritize: Yes (May surge)
- Review note: Worth checking what changed in May (e.g., new counterparties, transactions, or seasonality).
3. Customer C1010
- Mar: $0 | Apr: +$48,000 | May: +$4,000
- Total (Mar–May): +$52,000
- Prioritize: Optional (moderate increase)
- Review note: RM may monitor for continued momentum.
If you'd like, tell me whether you want this limited to top N (e.g., top 10) and whether to include only "Yes" flagged clients or also include "Optional."