AI Relationship Manager for capital markets

Grow AUM with faster macro-relevant insight at scale

Institutional clients expect timely, well-informed guidance, especially in volatile markets. But with coverage stretched and prep time limited, relationship managers risk missing the moment. The AI Relationship Manager equips front-office teams to deliver sharper, faster insight grounded in macro events, market shifts, and client exposure, without relying on manual research.

By automating briefing workflows and surfacing what matters most, it helps protect existing mandates, respond decisively to client needs, and grow share of wallet. Below are just some of the improvements the AI Relationship Manager can deliver that will help maximize revenue from your client calls:

20%

faster query speed

100%

query response accuracy

20s

visualization speed

Key capabilities

The AI Relationship Manager brings together real-time data, natural language interfaces, and agentic automation to support more impactful client interactions. It integrates with existing systems and adapts to your workflow, helping teams prepare faster, respond smarter, and engage more effectively. These are the capabilities that make it possible:

Respond in real time

Quickly surface client-relevant insights when market events hit so you can engage before the competition does.

Expand coverage

Scale proactive engagement across more accounts by reducing time spent gathering and formatting information.

Opportunity detection

Surface rapid, actionable insights based on macro events, portfolio shifts, or emerging trends.

Built-in credibility

Provide outputs that are grounded in real-time data, with full audit trails and source traceability.

Overcome these challenges

Institutional clients don’t wait. They expect fast, informed responses grounded in macro context and market insight. But most relationship managers spend too much time gathering data from disconnected sources and not enough time engaging clients. As coverage expectations grow, outdated workflows and slow research cycles make it harder to deliver the responsiveness and depth that drives AUM growth.

Disconnected systems waste time

Relationship managers waste hours switching between platforms, stitching together market updates and client history.

Slow prep limits responsiveness

By the time research is pulled together, market conditions or client priorities may have shifted, limiting the relevance of insights.

Insight creation is resource-heavy

Relationship managers rely on multiple teams for prep work, delaying response times and limiting client engagement.

Lost revenue opportunities

When meetings lack depth, trust erodes. And when relationship managers can’t add value fast, clients seek it somewhere else.

Benefits

CRM-aware intelligence

Connects to CRM records, preferences, and holdings to tailor insights to individual clients and contexts.

Contextual understanding

Surfaces relevant market or economic insights based on a client’s current positions, risk posture, or inquiry.

Agent-orchestrated workflows

Automates end-to-end tasks, retrieving data, analyzing exposure, summarizing key points, and formatting for email or CRM.

Dynamic calculations

Generates portfolio comparisons, yield projections, or rebalancing scenarios without spreadsheet effort.

How it works

The AI Relationship Manager combines the power of KX and NVIDIA to deliver real-time insights tailored to every client interaction. It connects to your firm’s internal systems (CRM, portfolios, communications) and market data feeds. Natural language queries and agent-powered workflows deliver actionable intelligence in seconds, so relationship managers spend less time preparing and more time building trust, growing AUM, and responding to opportunities as they happen.

The system delivers tailored outputs in seconds, grounded in real data and fully traceable for compliance and credibility, using a multi-LLM and SLM (small language model) approach to improve accuracy, reduce hallucination risk, and align responses with financial domain context.

Before the call

Automatically generate a full client briefing, including performance, risk, opportunities, and macro impact.

During the conversation

Ask dynamic questions: “What’s the client’s exposure to new US trade policy?” and get real-time, explainable answers.

After the meeting

Instantly produce follow-ups, CRM notes, or product recommendations with minimal lift.

Why KX?

Time-series DNA

We were purpose-built for capital markets, with native support for high-volume, high-frequency, and time-aware data. From intraday volatility to long-horizon trends, we help teams extract insight across any timeframe.

Enterprise-grade scale

While other platforms falter at scale, we handle billions of rows in real time with sub-millisecond performance, meeting the latency, throughput, and compliance demands of the most data-intensive trading environments.

Faster path to value

We enable faster AI innovation in Capital Markets with validated high value use cases, NVIDIA-accelerated infrastructure, and tested frameworks that streamline deployment.

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AI Relationship Manager: Protect and grow AUM with faster, smarter client insight

Grow AUM with faster macro-relevant insight at scale