AI front office automation for wealth management firms.
Coordinate high-touch client service, internal workflows, document requests, and follow-ups with one AI-native operating system.
Your team already has the playbook. Triaage turns it into an AI agent that drafts replies, routes work, follows SOPs, and keeps every client conversation moving — without losing control.
The challenge
Wealth management teams need white-glove service, but client requests often get spread across email, CRM notes, shared drives, and task lists.
How Triaage helps
Triaage helps wealth management firms centralize client workflows, draft on-brand responses, track next steps, and ensure every request follows the right process.
Use cases for Wealth Management
Every workflow your team runs every day — guided, drafted, and tracked in one place.
Agent active
The CRM that runs itself.
Ask Aria to follow up with leads, resolve tickets, update records, or execute workflows — and she'll handle it automatically.
Follow up with every lead from last week's webinar.
Your Team Is Drowning in Tabs.
Your Business Is Drowning in Subscriptions.
To run a modern wealth management operation, you're likely stitching together four different platforms with messy automations.
The Old Way · SaaS Chaos
Hubspot for customer records
Monday for ticket tracking
Trainual for internal SOPs
Stonly for customer decision trees
The Triaage Way · Unified AI
All-in-One CRM: Customer history, pipelines, and communication timeline built right in.
Smart Ticketing: Operations boards that update themselves based on customer actions.
Living Playbooks: Your SOPs aren't dusty text files — the AI actively reads them to handle work.
Interactive Triage: Deep decision trees mapped out automatically by your AI assistant.
One AI-native front office, built around your workflows.
Built for high-trust, high-volume service teams.
Compliance-aware drafting, audit trails on every reply, and approvals built into the flow.
From intake to resolution, every workflow is guided.
Decision trees and SOPs route each request through the right steps — automatically.
AI that drafts, but your team approves.
Your agent suggests, your team ships. Tone, accuracy, and policy stay in your hands.
Your SOPs, policies, FAQs, client data, and workflows in one place.
A grounded Knowledge Vault keeps every answer consistent across the team.
Replace scattered tools with one front office ERP.
Inbox, CRM, SOPs, tasks, and AI — unified in a single operating system.
Deliver high-touch service with AI-powered operational control.
Modernize your front office without replacing your team.