Arvya is AI for wealth management firms that bought the platform and hit the adoption wall. It wires AI into the workflows advisors already run: meeting prep assembled from household context, recorded meetings turned into structured CRM updates and compliance-ready notes the advisor approves, onboarding packets extracted and filed, and portfolio-change explanations drafted in the firm's voice. Underneath is a Client Brain — one cited memory per household that workflows draw from and write back to.
Who this is for
RIAs and advisor platforms where AI licenses are paid but advisors still update the CRM by hand — or not at all.
COOs, CTOs, and heads of advisor experience who own the last mile between the AI platform and daily advisor behavior.
Broker-dealers and aggregators rolling out AI note-takers and meeting intelligence who need firm-specific CRM mapping, compliance sign-off, and training.
The problem
- The AI tool lives outside the workflow, so its output creates a copy-paste job — and advisors do not adopt copy-paste jobs.
- Meeting summaries never become structured CRM fields, tasks, and compliant notes mapped to the firm's conventions.
- Compliance is consulted after rollout, so the default answer is no and usage goes to shadow or zero.
What Arvya does
- Wires the platform output end to end: sources connected, CRM mapping done, compliance signed off, advisors trained in their own book of business.
- Builds a Client Brain per household — meetings, emails, documents, planning decisions — so every workflow on top gets smarter and continuity survives advisor transitions.
- Keeps a human approving everything client-facing, with compliance summaries generated as a byproduct of the workflow rather than a separate chore.
How it works
Pick one advisor team and one workflow — meeting prep plus transcript-to-CRM is usually the highest-yield start.
Connect the firm's sources and map outputs to its CRM conventions, with compliance in the design loop from day one.
Measure hours on meeting prep, note latency, and CRM completeness against a baseline, then expand team by team on proof.
Works with
Frequently asked questions
Why do AI rollouts stall at wealth management firms?
Because the purchase is not the adoption. The tool lives outside the advisor's workflow, the last mile into the CRM was never wired, compliance was consulted late, and nothing was measured. The fix is one team, one workflow, wired end to end with a baseline.
What is a Client Brain?
A Client Brain is a cited, durable memory per client household — meetings, emails, documents, planning decisions, family changes — that advisor workflows draw from and write back to, with a human approving every write. It is the wealth-management counterpart of Arvya's Deal Brain.
Does Arvya replace the firm's existing AI platform or CRM?
No. Arvya implements around what the firm already runs — the meeting intelligence platform, the CRM, the planning tools — and builds the seams between them that determine whether advisors actually use any of it.
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