Upshot Engine
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Upshot products / Client Intelligence

Know the client.
Before the conversation.

Help advisors and account teams prepare for meetings and take over relationships with less manual gathering. We connect the agreed account records, emails and meeting notes into a brief your team can check before the conversation.

Discuss a pilot Try the sample workflow

Configured for your organization. Scoped, tested and rolled out with your team.

Client IntelligenceExample
CRM
Emails
Meetings

Meeting preparation

Acme, at a glance.

  1. Priority

    Focus the workshop on onboarding delays.

    Sponsor emailAgenda to confirm

  2. Commitment

    Jamie owns the revised timeline.

    Meeting notesCompletion unconfirmed

  3. Scope

    An extra training session was requested.

    Signed scope + emailApproval needed

Ready for your review, before the conversation.

Inspect the sample sources

Brief me for tomorrow’s Acme meeting. What changed, and what do we owe them?

  1. The priority has changed

    The sponsor asked to focus the next workshop on onboarding delays. Confirm the revised agenda before the session.

    Sponsor email / Workshop priorities · Sep 8

  2. One commitment needs attention

    The team agreed to share a revised timeline. The meeting notes name Jamie as the owner; completion is not recorded in these sources.

    Account meeting / Actions · Sep 5

  3. A scope question to resolve

    Acme requested an additional training session. The signed scope includes two sessions; confirm how the new request will be handled.

    Signed scope · §3 + Sponsor email · Sep 8
Fictional example · Your workflow and interface are scoped with your team.

For wealth managers, insurance brokerages and professional services firms: advisors, relationship managers, account leads, client-service staff and operations teams.

Recognizable work. Useful answers.

Everyday use cases.

01Advisors & relationship managers

Prepare for a meeting

Spend less time collecting account history and more time preparing the questions that need a conversation.

Example & success measures
“What happened since we last spoke?”
The output
A brief with recent changes, open commitments, owners and links to the original records.
What we measure
Preparation time, important commitments captured and corrections made during review.

02Incoming account leads

Take over an account

Keep client service moving when ownership changes, with less effort spent reconstructing the relationship.

Example & success measures
“I’m taking over. What do I need to know?”
The output
A handover covering key contacts, active work, recorded preferences and unresolved issues.
What we measure
Handover effort, completeness and follow-up needed to recover missing context.

03Client-service & operations teams

Follow through

Bring scattered commitments into one review so the team can confirm ownership and act on the right next step.

Example & success measures
“What did we promise, and who owns it?”
The output
An action review with recorded owners, due dates where present and unclear status flagged.
What we measure
Time to reconcile commitments, missing owners and unresolved items after review.

04Account leads & service managers

Prepare a service review

Bring together stated priorities, service history and open requests before planning the next discussion.

Example & success measures
“What changed, and what should we confirm?”
The output
A source-linked review agenda with changes, questions and evidence gaps for the account team.
What we measure
Preparation and review time, source coverage and missing information identified.

Start with the context you already have

Connected sources.

Start with selected accounts and the information your team is authorized to use. Agree how account names and records connect, which sources take precedence and what belongs in a brief. Advice, recommendations and client communications stay with the responsible professionals.

  • CRM account and engagement records
  • Outlook or other client correspondence
  • Teams meeting notes and transcripts
  • Service agreements, proposals and account documents

Connections are agreed during discovery, based on available APIs, access controls and your data requirements.

Enterprise requirements, from the start

Security & access.

We define your security requirements before connecting company information, then verify the agreed controls before rollout.

Review security & delivery
The right access
Map employee identity, source permissions and client boundaries. Test that restricted information stays restricted.
Answers with evidence
Design source references and review steps so employees can check an answer before relying on it.
Clear data handling
Review encryption, data isolation, provider terms, retention, deletion and audit requirements for your deployment.

A product is only useful when people use it

Employee onboarding.

We help employees get started with their own work: role-specific onboarding, practical exercises, checking sources and knowing when to ask a person.

Compare preparation and review time with the current process, using the same accounts and acceptance standard. Check whether briefs capture the right commitments and make unknowns clear; track handover effort and repeat use after onboarding.

Explore AI enablement

Start with one team and one useful question

Plan your first workflow.

We’ll work through the sources, security requirements and a practical first pilot.

Plan your first use case