How Arki works

Know your clients. Act with context.

Arki connects client materials, conversations and market changes to understand needs, move work forward and keep relationships growing.

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In daily use with our pilot customers in Hong Kong and Singapore.

Turn client context into the next action.

Prospect management
Know the need. Earn the trust.
Turn scattered information into client insight, and give every follow-up a clear direction.
Find the need behind the notes
AI draws on uploaded materials and interviews to identify background, preferences and emerging needs, so you know what matters.
AIClient Need
Adrian Clarke Interview notes
“Our child starts in the UK in two years, but I don’t want to lock all the money away.”
Identified need
Prepare education funding while preserving business liquidity.
Find a way to move forward
Match products and services to client needs. Use interests and communication preferences to build rapport and advance the opportunity.
AIApproach Recommendation
Adrian Clarke · Education funding & liquidity
Match the need
Compare staged withdrawal terms and costs, while keeping cash available for the business.
Build trust
The client asked for a comparison in advance and wants their spouse involved. Send it before the call and focus on education funding.
Based on needs & preferences
Follow through at the right time
AI connects a newly identified client need to the next conversation, proactively suggests reaching out, and drafts a tailored email for you to review.
ArkiEmail DraftAwaiting review
Arki spotted a follow-up opportunity
I noticed Adrian’s education funding need is still open. A comparison of access terms and costs would move it forward. I’ve already drafted the outreach email for your review.
ToAdrian Clarke
SubjectPlanning your child’s education funding
Dear Adrian, For your child’s study plans in two years, I’ll prepare a one-page funding comparison focused on staged withdrawal terms, costs and business liquidity. Could we discuss it with you and your spouse next week? Hugo
Learn from every interaction
Review what worked, what did not, and why interest was high or low. Carry those lessons into a sharper next approach.
AIInteraction Review
Advisor:Shall we start with the market outlook?
Client:Education costs come first. I need cash for the business, so can I withdraw in stages?
Advisor:Would a comparison of access terms and costs help?
Client:Yes, send it before the call. My spouse will join. We can skip the broad market update.
Arki recommends the next step
Based on the client’s responses, I recommend sending the access-term and cost comparison before the call, including their spouse, and focusing on education funding and liquidity rather than a general market update.
Client service
Less admin. More service.
Keep documents, portfolios and wider client needs moving, from the first request to the final follow-up.
Move KYC and SOW forward
AI organizes materials and drafts source-of-wealth reports, identifies missing evidence, and prepares document requests and follow-ups.
AISource-of-Wealth ReportDraft v0.3
Share sale proceeds
A partial share sale in 2021 generated HK$ 12,000,000. Agreement linked; proof of receipt is missing.
↗ Share transfer agreement p.4
Arki found a gap
The bank receipt is missing. I’ve drafted an email requesting it from the client’s accountant. Please review the draft.
Keep clients up to date
See assets and holdings in one wealth overview. AI monitors changes and prepares client updates for your approval, or sends them where your firm allows, so clients stay informed.
AIPortfolio MonitorAdrian Clarke · Synced
HK$ 10,000,000+1.8% this month
Holdings Weight HKD
Equities 40% 4,000,000
Bonds 35% 3,500,000
Cash 25% 2,500,000
HK$500,000 deposit matures in 14 days
Holdings summary and client alert prepared.
Make market news relevant
Summarize policy, news and company updates, then connect them to holdings and risk preferences to suggest products worth discussing.
AIProduct RecommendationsAdvisor review
Market signal / Rates & issuance
Rate expectations shift. Revisit short-term income options.
Arki detected affected clients
2 clients have holdings or preferences relevant to this signal.
Adrian Clarke
Relevant
Cash & depositsReinvestment rates
Moreau family
Relevant
Short-duration bondsRate sensitivity
Illustrative research · Advisor assessment required
Extend your service with Arki’s expert network
Connect with a broad ecosystem of education, relocation, tax and legal specialists. Bring in expert research, practical guidance and direct support to serve client needs beyond finance.
AIExpert Connection@ an expert in chat
@Study Abroad Specialist Please compare UK and Singapore study pathways, including school options, application plans and budget considerations.
Study Abroad Specialist
I’ve prepared the comparison report, including the two study pathways and the questions to confirm next. A relevant partner expert has also been identified; you can contact them directly using the card below.
Recommended expert
EDStudy Abroad SpecialistUK · Singapore · Education planning
Partner network · Example contact
Long-term relationships
Remember more. Stay closer.
Accumulated client context turns change into timely outreach and gives every check-in a reason.
Spot the change. Reach the client.
AI tracks policy and market information across sources, identifies affected clients, and drafts a concise email explaining the connection, for your approval or sent where your firm allows.
AIPolicy Impact MonitorTracking
An overseas education policy update
Official noticeProfessional commentaryAI summarized
Matched to client context
Adrian ClarkeUK study plans recordedMatched
Moreau familyUK study plans recordedMatched
Include impact and next steps
Know when to call, and what to say
Remember conversations and contact frequency. Get a reminder when it has been a while, with talking points drawn from past discussions and recent changes.
AIFollow-up ReminderSuggested this week
Adrian Clarke
6 weeks since last contact
09/12 · Last discussed
Education in two years; the funding plan needs flexibility.
AI talking point
“Any progress on the study plans? I have a policy update that may affect the funding arrangements.”

Holdings	Weight	HKD
Equities	40%	4,000,000
Bonds	35%	3,500,000
Cash	25%	2,500,000

Illustrative product scenarios. Synthetic people and data.

Closer with every use.

Every document, interaction and outcome helps Arki understand your clients and the way you work.

Learn your clients

Build living profiles from interests, holdings, risk preferences, careers and family context, helping you advance opportunities and sustain relationships.

Connect the records. Build a deeper understanding.

Learn how you work

Remember your working habits and learn from successes and setbacks, bringing effective approaches into the next task.

Adjust the rhythm and topics, then observe the response again.

Grow as a team

Share progress and experience within permitted boundaries. AI distills reusable approaches so every team member can build their capability.

Everyone contributes and learns, within permissions.

Set the limits.

Your firm chooses, task by task, what Arki may do alone, where regulation allows. Regulated judgment stays with your people.

Task limitsFirm settings

Meeting briefs
Document check-ins
Policy heads-ups
Review follow-ups
Source of wealthReviewer sign-off required

Make every interaction count.

Request a demo Test our source-of-wealth module

Know your clients. Act with context.

Turn client context into the next action.

Know the need. Earn the trust.

Find the need behind the notes

Find a way to move forward

Follow through at the right time

Learn from every interaction

Less admin. More service.

Move KYC and SOW forward

Keep clients up to date

Make market news relevant

Extend your service with Arki’s expert network

Remember more. Stay closer.