RevSprint for Financial Services
The Symbiotic Intelligent Operating System
Your advisors spend more time on admin than clients. RevSprint gives the hours back.
Client relationships live in inboxes instead of systems, and your compliance team assembles audit trails by hand. RevSprint reads across every tool so advisors stay with clients, relationships are captured automatically, and the immutable audit trail your regulator expects builds itself.
Live Mode
Live Mode. Keep your stack. Add the intelligence.
RevSprint reads your existing tools in place. No migration. No lift-and-shift. The organisation becomes one intelligence fabric the day you connect.
30-second connect
OAuth your existing stack in 30 seconds. No imports, no migrations, nothing moves.
RIBA reads in place
Every email, call, ticket, and signal stays where it lives, read in real time.
Intelligence on top
Signals cascade across your whole organisation, surfacing what matters in every department.
The reality today
Sound familiar?
The regulator asks for a timeline; someone loses a day to it
Your CRM tracks deals. Your compliance tool tracks approvals. Your inbox tracks the actual relationship. When the regulator asks for a timeline of client interactions, someone spends a day assembling it manually.
Your most expensive people spend the day on data entry
Meeting notes, follow-up emails, compliance documentation, CRM updates. Your advisors are doing admin instead of advising clients, and the next client conversation suffers for it.
Reconstructing 'what happened' becomes the firm's most expensive exercise
Every client interaction should be logged. Most aren't. When something goes wrong, the firm spends weeks of senior time piecing together what was said, when, and by whom, instead of preparing for the next quarter.
How RevSprint changes this
Compliance isn’t a feature. It’s the architecture.
RevSprint was built for regulated industries from the foundation. Not bolted on after launch. Every action logged to the ROI Ledger, every boundary enforced by constitutional rules, every trail immutable and cryptographically chained. Progressive Autonomy is governed by constitutional rules across every department.
The auditor's question takes seconds, not days
The regulator asks for the chain of every AI decision on a portfolio. You produce it in seconds, with reasoning attached, signed and unaltered. Tamper-evident cryptographic hash chain. Your compliance team exports it in one click.
Customer data never leaves your tenant identifiable
Names, account numbers, and personal identifiers are stripped before any external model call. The AI sees the shape of decisions, never the names. Intelligence works without exposing client data.
An advisor only sees what their clearance grants
Junior advisors see aggregate insights. Senior advisors see full context. Compliance sees everything. The AI cannot route around that boundary, even when asked.
Your advisor walks out of every meeting with the admin already done
Meeting capture, follow-up drafts, and compliance notes drafted live during the call and queued for the advisor's review. The advisor approves instead of writing from scratch; the next client conversation begins with their full attention.
See it in action
One event. The whole business responds.
Trigger
A high-value client’s tone shifts negative in an email thread.
Sentiment cascades across the account
RevSprint detects the shift and updates the client’s health score. Every deal, every relationship, every pending proposal connected to this client reflects the change.
The relationship manager is briefed
RIBA surfaces the sentiment shift with full context: the email thread, recent interactions, pending matters. The advisor sees the whole picture, not just the one email.
A response is drafted
Based on the advisor’s historical communication style, RIBA drafts a response that addresses the underlying concern. The advisor refines and sends.
The interaction is compliance-logged
Every step is recorded in the immutable audit trail. The email, the AI suggestion, the human edit, the send. If the regulator asks, it’s all there.
Capabilities that matter for financial services
What you get on day one.
Compliance-ready audit trail
Tamper-evident, hash-chained, exportable. Every decision, every interaction, every AI action. Built for regulators to read.
Communication intelligence
RIBA learns your advisors’ communication styles and drafts in their voice. Clients can’t tell the difference. Advisors save hours.
Client health scoring
Engagement, sentiment, response times, and meeting frequency combine into one score. Updated continuously from live data.
Progressive autonomy
Start with suggestions and drafts. As your compliance team gets comfortable, grant more authority. You decide how far. RIBA earns the next step.
Security & trust
Built for your compliance team to say yes.
Financial services reviews demand evidence, not promises. Five deterministic boundaries, PII redaction, and the ROI Ledger, an immutable cryptographically chained audit trail, were built for that scrutiny. Every RIBA action is traceable in the ROI Ledger.
Tenant isolation is structural
One firm’s data can never reach another. Enforced at five code boundaries, not a configuration toggle.
Audit-ready from day one
The immutable ledger captures every action, every decision, every AI suggestion. Cryptographically chained and export-ready.
Data boundaries, not access denied
Junior staff see aggregate intelligence. Senior staff see detail. Nobody hits a wall. Everyone gets value at their clearance level.
Further reading
Go deeper.
Intelligence that your compliance team can actually approve.
No credit card. No data migration. Your existing tools stay exactly where they are.
In early access ahead of launch. No credit card. No IT project.