Chat / Client research
Every client detail, one question away
Ask about any client or prospect and get answers grounded in your CRM, emails, meetings, and files. No digging through five systems.
Sarah Chen Your whole book, searchable in plain English
All your sources, one answer
Vega pulls from your CRM, email history, meeting notes, and uploaded documents to answer with full context.
Household aware
Answers understand households, accounts, and relationships, not just individual records.
Prospect intelligence
Research prospects before the first call, combining your notes with web research from curated financial sources.
Ready before the meeting
Ask "what should I know before my 2pm" and walk in with the open items, recent activity, and personal details.
More in Chat
Document analysis
Upload statements and spreadsheets, get precise answers.
Learn more →Push-to-talk
Dictate anywhere in Vega instead of typing.
Learn more →Actions
Create tasks and notes, pushed straight to your CRM.
Learn more →File generation
ProAsk for a finished PowerPoint, PDF, Word, or Excel file.
Learn more →See Vega in action
Experience how Vega automates your daily workflows. Start your free trial or book a personalized demo.