Overview
1 min read
Remy is an AI teammate for relationship managers and financial advisors, delivered as a contracted package that runs on the bank's own deployment of the platform. This section covers what Remy is, how the client memory behind it is built, and what has to be in place before anyone installs it.
Page | What it covers |
|---|---|
The case for the product, what the bank gets that a generic assistant cannot give it, the full inventory of what ships in the package, and what is explicitly out of scope. | |
The folder-per-client model, the 14 topic pages, authorship classes and provenance, lifecycle, the three scope levels, and the terminology used across this documentation. | |
Before you begin - contracting, prerequisites and limitations | What must be contracted, decided in the design phase and provisioned on your side, and which features are limited by which missing dependency. |
For task-level guidance, see the audience tracks: For relationship managers / financial advisors, For administrators and For IT operators.