Spring Sense AI · rolling out to firms now
AI prepares the work. Your team stays in control.
Five specialised AI capabilities, built into your daily workflow. Use them one at a time, whenever your team needs them.
- An approval gate on every output
- A label on every AI-generated draft
- A record of who approved what
Before the meeting: client brief
After the meeting: summary and actions
Drafted by Spring Sense. Edited and owned by your team.
Review draft · Rao family
Holdings across the family's accounts were brought together. Two SIPs ran on schedule.
Suggestions for discussion: two items, listed below for you to edit.
Next step: review with the client on Thursday.
Drafts waiting for your approval
"Your SIP runs on the 5th. Nothing to do on your side."DraftApproved
"Wishing you a happy birthday from all of us."DraftApproved
"Please share a copy of your address proof."Draft · waiting for you
Nothing is sent until a person on your team approves it.
3 items flagged this morning
Answer drawn from your firm's client records
AI-generated. Check it before you use it.
Three rules that never switch off.
A person approves first
Spring Sense drafts. A person on your team reads, edits and approves. Nothing reaches a client until they do.
Labelled as AI-generated
Every Spring Sense output carries an AI-generated label, so your team and your clients know what they are reading.
Your named professional is responsible
The advisor or relationship manager stays named on the work. Spring Sense is a tool in their hands.
Five agents. One approval gate.
Each agent has a narrow job, and every one stops at the approval gate.
Illustrative visuals and data. For preview only.
Meeting prep and summaries
A brief before every scheduled meeting: recent interactions, holdings changes and agenda notes. A summary and actions after it.
What it does. The brief covers goals, recent activity and open items. Notes become tasks for your team.
You stay in control. You edit the brief and the notes before anyone relies on them.
Portfolio review generator
Drafts portfolio reviews with allocation, performance commentary and points for discussion, for the advisor to edit and approve.
What it does. A review draft your professional starts from, not a blank page.
You stay in control. Nothing is shared with the client until your professional approves it.
Automated client follow-ups
Turns meeting notes into client-ready emails and WhatsApp messages, waiting for your approval.
What it does. Messages go out under your firm's name, after your approval.
You stay in control. Each message waits for a person to approve it.
Ops and compliance verification
Checks documents, fee mandates and risk profiles for missing signatures, expired documents and KYC due for refresh.
What it does. Issues are listed for your team, with the client they belong to.
You stay in control. It flags. Your team decides what to do and records it.
Spring Sense assistant
Ask about your book in plain language: 'Which clients hold more than 20% in cash?' or 'Show all pending eNACH mandates.'
What it does. Answers come from your firm's own client records.
You stay in control. Answers are labelled AI-generated. Your team checks them before using them.
How approval works.
The same four steps for every agent.
An agent drafts or flags
With an AI-generated label.
A person reviews
A professional on your team reads it and edits it.
A person approves
Only then can it reach a client.
Your name stays on it
The professional who approved it stays named as responsible.
What Spring Sense does
- Drafts briefs, reviews and messages for approval
- Flags reconciliation breaks, KYC expiry and missing documents
- Answers questions from your firm's own client records
What it does not do
- It does not give advice, and it is not an AI advisor
- It does not send anything to a client on its own
- It does not replace your advisor or relationship manager
Questions about Spring Sense.
When is Spring Sense available?
Spring Sense is rolling out to firms now. Get in touch and we'll show you what it does today and when your firm can start.
Does Spring Sense give advice to our clients?
No. Spring Sense drafts and flags for your team. A person on your team decides what reaches a client, and approves it first.
Can it send messages on its own?
No. Every message it drafts waits for a person on your team to approve it.
How do our clients know something was AI-assisted?
Every Spring Sense output carries an AI-generated label, and the professional who approved it stays named as responsible.
What can we ask it?
Questions about your own firm's records: families, SIPs, tasks, documents, plans and fees. Answers are labelled AI-generated, and your team checks them before using them.
Where is our data processed, and is it used to train models?
Ask us and we will answer in writing. We publish only what is confirmed.