Know who to contact. What to review. What to do next.
KritiFin brings together client intelligence, meeting preparation, compliance, and AI into one proactive workspace.
Good morning, James.
Here's what deserves your attention today.
Reviews Due
18
Follow-ups
7
Awaiting Response
11
Compliance Items
4
Priority timeline
Maya Shah
Annual review overdue
Oliver Reed
Cash balance above target
Aisha Khan
Protection gap to discuss
AI recommendation
Prioritize the Shah review. Recent notes mention retirement income concern and a pending ISA transfer.
Upcoming meetings
Trusted capabilities
One operating layer for proactive advice
KritiFin keeps the adviser workflow centered on clients, not scattered across documents, inboxes, and manual reminders.
Client Intelligence
See reviews, risks, opportunities, and relationship context in one calm workspace.
Meeting Preparation
Generate executive briefs, talking points, action lists, and draft emails before every review.
Compliance
Surface overdue reviews, follow-up commitments, and sensitive client actions before they slip.
Document Intelligence
Turn fact-finds, notes, and PDFs into searchable client knowledge with grounded sources.
AI Copilot
Ask precise questions across your book of business without turning the product into a chatbot.
Workflow Automation
Move from signal to next action with prioritized timelines and ready-to-send communication.
Problem statement
Advice teams do not need more noise. They need priority.
Reviews, compliance obligations, client concerns, and document updates are often spread across disconnected systems. KritiFin turns that complexity into a clear daily operating rhythm.
Never miss another review.
Stay ahead of every client.
From insight to action.
Know what matters today.
Feature showcase
Designed around the adviser day
Each workspace is focused, source-aware, and built for action.
Dashboard
Know what matters today across reviews, follow-ups, compliance items, and upcoming meetings.
AI Workspace
Ask questions with citations, source previews, and adviser-grade prompts.
Meeting Brief
Walk into client meetings with context, risk notes, talking points, and next actions.
Document Intelligence
Upload documents once and let KritiFin structure, index, and connect the useful signal.
How KritiFin works
From documents to prepared action
- 1
Upload Documents
- 2
AI Understands Client Data
- 3
Priorities Are Generated
- 4
Adviser Takes Action
Security & privacy
Built for sensitive client work.
KritiFin is designed around professional trust: source-grounded answers, clear data boundaries, and a workflow that keeps advisers in control of every client action.
Access control
Grounded answers
Audit-ready alerts
Brand story
Inspired by meaningful work.
Kriti comes from the Sanskrit word कृति, meaning creation, achievement, and meaningful work. KritiFin is inspired by that philosophy: helping financial advisers create better outcomes for every client.
Testimonials
Built for the standard clients expect
"KritiFin gives our team a clear morning view of what matters, before the inbox takes over."
"The meeting brief turns scattered notes into an executive summary we can actually use."
"It feels less like a chatbot and more like an operating rhythm for advice delivery."
FAQ
Frequently asked questions
Is KritiFin an AI chatbot?
No. AI is one capability inside a broader operating system for client intelligence, meeting preparation, compliance, and adviser workflows.
Which files can advisers upload?
The current workspace supports PDF, Word, Markdown, and text documents — fact-finds, meeting notes, and client records. The exact size limit for your deployment is shown on the upload screen.
How are answers grounded?
KritiFin combines structured client records with semantic search over ingested documents, then shows sources alongside AI-generated answers.
Can I try it without configuring authentication?
Yes. In local or demo environments without Supabase auth configured, the login page lets you continue into the app.
Stay ahead of every client.
Give advisers a proactive workspace for reviews, follow-ups, client intelligence, and prepared action.