Advisors aren’t at their desk when signals fire.

Wealth advisors spend their days in conference rooms, between client sites, on branch floors, or traveling. When a high-priority alert fires — a large money movement, a portfolio in drift, a client flagged for attrition — the advisor may not see it for hours.

The challenge: bring the intelligence to the advisor’s mobile surface of choice, with full action capability, without requiring a CRM login.

Three pillars of Slack-native intelligence.

Design choices that defined the experience.

• Slack as first-class surface: Not a notification relay — complete workflows execute without returning to CRM
• Block Kit as design system: Rich Slack components carry the interaction complexity. Entire UI lives in Block Kit JSON.
• IF/THEN rule builder: Admins configure agent intelligence without code — abstracts prompt engineering behind condition/action patterns
• Meeting channels as persistent context: Each meeting gets a channel that becomes the source of truth. All participants auto-added.
• Proactive by design: The agent initiates. Advisors don’t pull information — the system pushes the right signal at the right moment.

Impact.