For relationship managers / financial advisors
1 min read
This documentation specifically focuses on the relationship manager / financial advisor - the person who owns the book, reviews what Remy prepares, decides and sends. It assumes Remy has been set up in your team's space by an administrator; your part starts with one button.
The one rule to remember. Remy prepares the work; the decision stays with you. Nothing is sent externally without your review and deliberate action.
Your daily loop
07:00 · Open the dashboard
Meeting briefs, emails, today's meetings, outreach - all your work prepared overnight
Before a meeting · Read the brief
Open items, commitments, what changed, a suggested agenda - grounded in real data
During the day · Review and send
One click turns a prepared notes into a draft in your own mailbox. You edit, you send.
Any time · Tell or ask Remy
"Remember that …", "what did we promise …", "prepare me for …" - chat is also a source for your client memory and the dashboard.