Get the answers your need.
In the formats you want.
With the sources you can trust.

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Let's have a look at those modules, shall we?

Stay in control with Cockpit (coming soon), real-time insights and performance metrics.

Usage KPIs: Track key metrics to understand how each module supports your clients and collaborators.
Topic Insights: Monitor which topics are engaging the most within your company, helping you anticipate information.
Client Insights: See what new regulation might have the most relevance for your portfolio.

Empower every answer with all information available to you and treat all requests with the same level of expertise.

Centralized Client Memory: Upload essential documents and automatically pull in three years of financial history.
Integrated with your systems (coming soon): Secure links for data sharing with your systems and enhanced client insights.
Private, Secure Data: Your client information remains protected, only accessible for generating precise, relevant answers.

Get accurate answers fast with our Copilots

Instant Client Responses: Quickly address client questions with reliable, on-demand information.
Always a link to trusted Sources: Answers from public sources and optionally your data, with a transparent view on the origin of the sources. Always.
Focus on High-Value Work: Copilots help you or your team handle routine inquiries, freeing up everyone’s time.

Keep clients and collaborators informed with customized news updates (coming soon).

Targeted Content: Aggregate and rank recent publications by relevance to each client.
Flexible Digital Delivery Options: Choose your preferred format—email, PDF, or Word—and set your ideal frequency.
Final Review Option: Preview and approve each newsletter before sending, ensuring professional, client-focused communication.

Dive deeper into complex topics with the Researcher Module (coming soon).

In-Depth Analysis: Explore detailed insights on regulatory impacts, fiscal changes, and industry trends.
Metadata Filters: Use structured filters to focus on specific industries, timeframes, or client circumstances.
Proactive and Reactive Research: Provide clients with valuable guidance without spending hours searching.

We adapt to your needs and can also implement the solution on your own servers, in days not weeks.

For those who need that little extra Counzel.