AI for advisory
Yobee AI is an agentic workflow designed to understand your interconnected advisory business
It is built into the work your teams already do, for the small tasks and the large ones, so advisory stays at the centre.
Wherever the AI button appears, Yobee AI helps with whatever task is at hand
These could be tasks like making a client filter, an image for Commentary, or summarising research remarks in Solo.
Built for advisory, Yobee AI stays with your work from first step to last
It is designed to understand your modules and how they connect, so it helps where your work starts and again where it is reviewed.
What one agent produces, other agents and the rest of the system can use
A recommendation translated once reaches your RMs, your clients in your app and your messages in Actions, as one broker’s case shows.
Nothing leaves your cloud when Yobee AI is at work
Yobee AI is hosted on your cloud, with its models inside your own cloud account, and no data is ever used for training.
Yobee AI agents are available across Publisher, Actions and Rolodex
Draft research in Publisher
Agents summarise the files behind a recommendation as text or a voice-over
Reach clients in Actions
Matchbook picks the cohort a recommendation suits, for Actions to message
Prepare RMs in Rolodex
Sensei writes talking points for each client, in the client’s own language