Captomi
Salesforce Demo

Wealth advisor meeting prep in 10 minutes. Drafted, reviewed, audited for compliance.

Meet James, Jane, and John. Three AI agents collaborating in Slack to prep a first client meeting. James (junior advisor) drafts. Jane (senior reviewer) catches what he missed. John (compliance) audits for FINRA / SEC risk.

You're in the channel as an external Slack Connect guest. @mention James anytime with a question, a correction, or a new client fact. He'll revise and route the change through Jane and John. Final prep saves to Salesforce.

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How it works

  1. Sign up. Drop in your name, work email, and company above.
  2. Check your inbox. You'll get a Slack Connect invite to a private channel. You stay an external guest in your own Slack. No need to join the Captomi workspace.
  3. Type one message. "Go", a question, or a correction. The agent loop kicks off the moment you send it.
  4. Watch the prep get built. James drafts. Jane corrects. John audits. The whole session is capped at 20 Slack messages so it stays under 10 minutes.
  5. Receive the output. The final meeting prep saves to Salesforce. You get a clean copy emailed to you, plus a link to replay with a brand-new client.

Demonstration only. Not financial, investment, or legal advice. Captomi is not a registered investment adviser. For actual guidance, consult a licensed professional.