KYN for Financial advisory
Advisers sell trust. The hours go to fact-finds, follow-ups and review reminders.
Financial advisory teams use KYN to save time, fewer errors and stay on top.
Save time
Fact-find answers prefill the client file.
Fewer errors
Every recommendation note traced to its source.
Stay on top
Review dates tracked for every client.
The work, done for you.
Client reviews, scheduled for you
Every client due for review, with the invite drafted.
| Client | Last review | Policies |
|---|---|---|
| Mr & Mrs Lee | Dec 2025 | 4 |
| Ms Rachel Ng | Nov 2025 | 2 |
| Mr David Ong | Dec 2025 | 3 |
17 clients are due in December. Invites with three open slots each are drafted.
What we set up for financial advisory.
Sales agent
Leads, researched for you. The first line is written and waiting for approval, so all that's left is to send it.
Explore →Marketing agent
Articles, written for you. Published every week, built for Google and AI answers.
Explore →Finance agent
Invoices, chased for you. Bills filed, bank lines matched, reminders drafted.
Explore →Every system runs in a cloud account in your company's name, under your retention policy. Each agent works under its own restricted account, every action is logged, and anything involving money or a client waits for a named person.
- Your own cloud account.
- The system runs in an account in your company's name, Singapore region by default.
- Revoke us any time.
- Our operator role is one you can remove. Everything keeps running.
- The code is yours.
- A private repository in your name, handed over on full payment.
- Named sign-in for every person.
- No shared logins and no shared admin key inside the application.
- Row-level security.
- Each table returns only the rows for the signed-in person's company and role.
- Each agent sees only its job.
- The finance agent reads one mailbox folder and writes to the ledger. It cannot send email.
- Approval on what matters.
- Client messages, payments, filings and deletions wait for a named person.
- Built to Singapore data rules.
- PDPA personal data handling
- Least-privilege access for people and agents
- Audit log of every action and approval
Talk to us about financial advisory.
Send us a WhatsApp to see KYN on your own documents.
