Sidekick for Financial Services
Give relationship teams governed context without loosening control.
Connect organizations, households, stakeholders, appointments, communication, tasks, documents, approvals, billing, audit, and protection controls.
Start with Sidekick for Financial Services
Where the day gets stuck
Communication and approval obligations
Sensitive data spread across tools
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
CommunicationsSidekick Voice
Business calling with real phones and real help.
Business operationsSidekick ERP
Finance and operations on the same record.
ProtectionSidekick Protect
Know what is protected and prove it can recover.
PlatformSidekick AI
AI that can see the work and help move it forward.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Advisor sees relationship context
- 02Operations manages controls
- 03Supervisor reviews exceptions
Workflow 1
prepare a relationship review
A practical Sidekick workflow that helps the team prepare a relationship review.
- Gather approved customer context
- Identify open actions
- Complete required checks
- Build the meeting record
Workflow 2
route a controlled customer request
A practical Sidekick workflow that helps the team route a controlled customer request.
- Authenticate and classify
- Apply policy
- Assign authorized owner
- Record outcome
Workflow 3
monitor unresolved commitments
A practical Sidekick workflow that helps the team monitor unresolved commitments.
- Review due actions
- Prioritize by policy
- Escalate exceptions
- Capture completion evidence
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize permissioned records
- Explain outstanding actions
- Draft supervised communication