Offering sales deck template: agentic AI

NORTHWIND · AGENTIC AI FOR WEALTH

Advisors who never miss a moment.

An AI co-pilot that briefs every advisor before every client conversation.

PREPARED FOR HALCYON PRIVATE BANK01

THE MOMENT · WHERE AN ADVISOR’S WEEK GOES

Advisors spend more time preparing than talking to clients.

TODAYPrep 38%Admin 22%Clients 30%Other 10%

WITH THE CO-PILOTAdmin 10%Clients 64%Other 18%

2.1× more client time per week11 → 1 systems to check before a meeting

SOURCE: TIME STUDY OF 120 ADVISORS, THREE PRIVATE BANKS, 2025

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WHAT WE BELIEVE

“

The best advisors don’t know more. They notice sooner.

Agentic AI gives every advisor the instincts of your top ten.

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WHAT IT DOES

One co-pilot, three moments.

BEFORE

A brief in the inbox

—Portfolio drift and cash flags

—Life events from news and notes

—Open tasks from the last meeting

DURING

The right words

—Talking points for this client

—Compliance-safe language

—Next-best product, explained

AFTER

Nothing dropped

—Follow-up drafted for review

—CRM updated automatically

—Reminders set for the next touch

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HOW IT WORKS

The advisor stays in charge.

Signals

Portfolio, CRM, news and research, read every night.

The agent drafts

A brief and talking points for each client on the calendar.

The advisor reviews

Edits, approves or rejects. Nothing goes out unseen.

The conversation

Better meetings, logged and followed up automatically.

Runs inside your Microsoft tenant. Client data never leaves the bank.

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PROOF · A EUROPEAN PRIVATE BANK

3 hrs → 20 min

Meeting prep per client review, six months after go-live.

“My advisors walk in knowing what changed. Clients feel it in the first five minutes.”

HEAD OF PRIVATE BANKING

+18%

share of wallet with reviewed clients

96%

of advisors using it weekly by month three

compliance exceptions in the pilot

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WHY NORTHWIND · WHERE WE SIT

Wealth depth and AI in production, in one partner.

23wealth use cases mapped

9GenAI systems live at banks

MiFID IIcontrols designed in

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THE 90-DAY PILOT

Prove it with twelve advisors, in ninety days.

WEEKS 1–3

Discover

WEEKS 4–9

Build with 12 advisors

WEEKS 10–13

Prove the numbers

Decision at day 90, on prep time saved and advisor adoption.

NEXT STEP · SCOPING WORKSHOP

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Offering deck · Agentic AI for wealth

Make yours, from your own brain.