Announcement
Palindrome makes the FCA's AI Live Testing cohort → Foster Denovo expands AI capabilities with Palindrome →

Extract. Reason. Act.

Three layers, one intelligence stack. The platform that orchestrates wealth's most important workflows end to end.

Extract

Securely connect to every system

Connects to your CRM fields, Microsoft Graph, customer documents and external document stores. Everything ingested, AI-ready, vectorised and indexed for the agents above.

CRM Xplan · D365 · Salesforce · IO · Plannr Customer Files Documents · Facts · Plans · Case files Microsoft Graph Teams · Calendar · Outlook · SharePoint External DMS 3rd-party document stores Meetings & Calls Teams · Zoom · Phone transcripts UNIFIED CLIENT PROFILE FULL NAME Mr. James Hawthorne DATE OF BIRTH 14 March 1962 RISK PROFILE Balanced · Tier 5 OBJECTIVES Retirement at 65 · ISA gifting ASSETS UNDER ADVICE £4.2M · 3 portfolios ALL INGESTED · AI-READY · VECTORISED · INDEXED TWO-WAY · LIVE SYNC
Reason

Agentic intelligence built for wealth

Four capabilities trained on how wealth firms actually run. Configured to your standards, grounded in your data, audit-ready by default.

Draft annual review SUITABILITY · DRAFT SECTION 01 · CLIENT PLANS RISK SECTION 02 · ADVICE
DOCUMENT GENERATION

Generate any document

Conditional text templates extending Robotic Process Automation. Dynamic AI editing. Configured to your firm's standards, suitability letters, review packs, briefs, the lot.

FILE REVIEW Fact find PASS File checks PASS Investment suitability FAIL Protection suitability PASS 200+ FCA HANDBOOK VALIDATED AGAINST COBS 9 COBS 4 SYSC 6 PRIN CASS SYSC 18 + 194 more
FILE REVIEWS & COMPLIANCE

200+ checks out of the box

Any due-diligence run, any gap mapped to FCA handbooks. Use Palindrome's OOTB checks (200+ based on FCA guides) or plug in your own firm methodology.

FACT UPDATE FIELD OLD NEW Owner . Joint Type . Other Risk Tier 3 Tier 5 Income £140k £185k Added 2 Modified 2 NEW RECORD TAX STATUS Non-dom RISK TIER Tier 5 INCOME £185k ACROSS D365 Salesforce Intelliflo Plannr Xplan + any CRM
CURATE

Update your systems of record

System-agnostic playbook. Push fact-find updates at the field level to D365, Xplan, or any system of record. Adviser approval before write-back. Full diff and audit trail by default.

What did we discuss about risk? SEARCHING TEAMS CRM DOC · · · PALINDROME Risk tolerance has shifted post-retirement. Capacity for loss reduced to moderate. SOURCES TEAMS · Q3 CRM · CLIENT FILE DOC · SUITABILITY
SEARCH

Enterprise search across every field

Search not just documents, every CRM field, every record, for discovery and prep. Surfaces what matters across CRM, SharePoint, Outlook and Drive.

Act

Action where your teams already work

Cases orchestrated end to end. Tasks and operational MI rolled into the same fabric, so leadership sees signal, not noise.

Meeting Booking Booked No Reply Declined Follow-up AGENT TASK Meeting Held Capture Notes AGENT TASK Update System of Record AGENT TASK Generate Report AGENT TASK Adviser Review Edit Approve Sent · Filed
CASE MANAGEMENT

Workflows orchestrated end to end

Annual reviews, onboarding, file checks. Each runs as a workflow with branching outcomes. Agents handle the routine steps. Humans handle the judgement calls.

OPEN CASES 247 +18% BLOCKED 12 attention AVG TAT 4.2d -31% ACTIVE CASES Hawthorne. Annual Review in review 2.3d Patel. Onboarding awaiting 5.1d Chen. Suitability Check approved 0.8d
MANAGEMENT INTELLIGENCE

Real-time line of sight

One pane for open cases, bottlenecks, throughput and risk. Same record, same workflow, same audit trail at every altitude.

TEAM CAPACITY THIS WEEK 82% balanced 8 advisers · 3 ops UTILISATION BY PERSON A. Hawthorne 94% M. Patel 82% J. Chen 77% R. Singh 48% REBALANCE: 3 cases A. Hawthorne → R. Singh
WORKFORCE MANAGEMENT

Allocate the right work to the right person

Match capacity to demand in real time. Surface where teams are stretched or under-loaded. Rebalance workloads before they become bottlenecks.

Why Palindrome delivers

Built for wealth

Sector-specific agents, modular architecture, security from the ground up. Designed for the wealth firm's stack from day one.

Bespoke configuration

Configured to your firm's templates, processes, CRM and cloud. Your data, your standards, your operating model.

Change management that delivers

Dedicated change managers from day one. Adoption tracked, friction removed, value realised.

Security and deployment

BYOC inside your Azure tenant. Production-ready in two weeks. ISO 27001, SOC 2 Type II, ISO 42001.

Continuous learning

Workflows refined through real-world usage. Agents improve with every deployment. Value compounds over time.