CRM FOR FINANCIAL ADVISORS
Your client has been with you for 15 years. Do you still remember why she was afraid of stocks back then?
MyBrivio is the personal memory for financial advisors — for the human side that no compliance system captures.
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A CRM for financial advisors needs to capture the human side of a client relationship that no compliance system records: family situation, worries, private plans, what was said last time. MyBrivio is that personal client memory — you briefly speak after each meeting, the AI organizes it automatically, and before the next appointment you recall it in 13 seconds. It doesn't replace your compliance system; it complements it with what builds trust.
SOUND FAMILIAR?
Mrs Schneider arrives for her annual review. You know her portfolio value by heart, but no longer remember that her husband passed away last year. You ask after him. Silence.
You see some clients only once a year. Twelve months pass between meetings — and 50 other client conversations. What did Mr Baumann say about his property again?
Personal details don't belong in the corporate CRM. That her daughter is studying, that he's afraid of market swings, that she's thinking about a divorce. So it's nowhere. And it gets lost.
HOW MYBRIVIO HELPS
Capture after the meeting
Briefly speak after the appointment: 'Met Mrs Schneider today, she's considering a partial sale of the property, her grandchild arrives in September.' The AI structures everything automatically — professional and personal kept apart. You confirm and you're done.
Remember before the meeting
Bathroom Mode: 13 seconds and you know everything again — last topics, open points, personal situation. Your client notices that you listened. Even after 12 months. That builds trust no product can replace.
Your personal archive
Every contact with history. Professional and personal kept apart, but in one place. Not in the company system, but in yours. Findable by name, topic or last touch. Your private client memory — across decades.
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