Sales and prospecting · Finding new prospects
Find potential clients
Build a checked, review-ready list of potential high-net-worth clients in selected healthcare leadership segments and locations.
See what it doesFin9 by C3aLabs
Your end-to-end operational excellence powered by AI for thriving wealth advisory teams.
Fin9 reviews onboarding files, tracks client cases, and helps prepare meeting briefs and follow-ups. You and your team decide what happens next.
Company news
C3aLabs secures angel investment to advance AI for financial services.
Read the announcementThe Fin9 platform
The work around advice, connected across the client lifecycle.
Fin9 connects client, portfolio, meeting, onboarding, market, and day-to-day operations information. Its specialist agents prepare briefs, follow-ups, reviews, and case updates for your team to check. You decide what gets sent, saved, or acted on.
- 01
Client intelligence
Bring relationship history, priorities, meeting notes, and open actions into context for the work at hand.
- 02
Meeting intelligence
Prepare for client conversations, organize what was discussed, and shape the follow-through.
- 03
Portfolio intelligence
Bring portfolio activity, risk, performance, and opportunities into a review for an advisor to assess.
- 04
Onboarding and compliance
Review onboarding records, compare identity documents, and surface missing or conflicting details for a qualified person to check.
- 05
Market intelligence
Organize market events, research, and relevant insights alongside the client and portfolio context.
- 06
Workflow execution
Prepare tasks, client relationship management (CRM) updates, documents, and handoffs for review across a defined process.
Five specialist agents
A clear job for each part of the work.
01 / Find potential clients
Start with a focused prospect list.
Find potential high-net-worth clients in selected healthcare leadership segments and locations, then stage the list for your team to review.
02 / Practice operations
Keep client cases moving.
See where cases stand, surface possible delays, and review onboarding files for missing or conflicting details.
Practice operations · Ongoing work
Track client cases and delays
Compare email, calendar, and tracker updates to show case status, turnaround time, and possible delays.
See what it does
Client onboarding and identity checks · During onboarding
Review onboarding files
Compare onboarding documents to surface contradictions, missing details, and files for closer review.
See what it does03 / Client relationships
Prepare for the meeting—and what follows.
Bring client history and open actions into a meeting brief, then turn the conversation into a follow-up draft and clear next steps.
Client relationships · Before the meeting
Prepare for client meetings
Prepare a focused client brief from email, client records, past meetings, and open actions.
See what it does
Client relationships · After the meeting
Follow up after a meeting
Turn a meeting transcript into a summary, client-record updates, a follow-up draft, and an action list.
See what it doesC3aLabs builds Fin9 for wealth advisory
One client review, from preparation to follow-up.
Client review workflow
Before
Bring client history, prior notes, and open actions into a meeting brief.
During
Meeting notes or a transcript capture key points and commitments.
After
Prepare a summary, client-record notes, follow-up draft, and next actions.
Advisor review
Review drafts, then decide what to send, save, or act on.
Fin9 also supports prospecting, onboarding, case tracking, portfolio review, and market context.