Welcome to a new era
of Wealth Management

Digitalise advisor-client voice interactions by shrink wrapping your strategic investments in Microsoft Teams, Gen AI,
Transcription and your specialist apps. Thereby, delivering an improved & more consistent outcomes for your advisors
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Revolutionising Wealth Interactions

Embark on a journey in which every conversation builds upon your Microsoft Teams investment, whereby live interactions unleash better outcomes for your client, helping to ensure more assets under management.

Be the disruptor, collapse silos, move at pace, to revolutionise advisor-client interactions.

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Empowering Advisors

83% of Executives, state better employee experiences translates to superior client experience and higher revenues.

Context Harmony

End the juggling of switching context & apps during a conversation

Gen-AI

Your Gen-AI, unlocks the firms' material to aid the live interactions

Actionable

Context is understood to aid note taking, consistency, whilst also recommending follow up actions

Silos Disruption

End building silos by building on the scale, reliability of Microsoft & the agility of comitFS

Welcome to a New Era in which every conversation is digitalised

CAS Companion for Wealth aims to simplify and digitalise advisor-client interactions, accelerating the pace of development , whist empowering Digital Product Owners to build upon their strategic investments. This includes GenAI, Active Transcription, FDC3, content repositories, and CRM systems.

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Showcasing CAS Companion for Wealth in Action

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Connect with comitFS team

Discover the DNA of the CAS Companion team, who are seeking to support Business Owner strategic priorities to move at pace, reduce complexity, whilst being flexible enough to build out the firms' unique capabilities to drive the best possible client outcomes

See CAS Companion for Wealth in action

Explore the opportunity

Welcome, as we embark on a journey to redefine the advisor-client experience with a highly modular application that gives Wealth Business Stakeholder the flexibility to build upon the firm's unique capabilities and to amplify your significant technology investments already in place.