Connect ProductRex, select and review research in Finley Chat or an SOA, and check scenario ownership, fees and the adviser’s intended recommendation.

Create a current-position model, copy it to explore a proposed scenario and save the scenario you want to use as supporting evidence in an SOA.

Create an SOA scenario, select the relevant evidence and specialist research, review the brief, then check and export the draft document.

Most CRMs are built around records.

Finley places AI at the centre of the client relationship workflow.