What you are building

Client servicing assistants, advisor copilots and operations agents in banking, wealth and insurance.

Why memory decides whether it works

  • Suitability and complaint reviews ask what the firm knew at the time of a recommendation.
  • Client circumstances — income, risk tolerance, addresses — change, and overwriting loses the record.
  • Access is strictly need-to-know.

What Auld provides

  • Validity intervals on every fact; asOf reconstructs the past.
  • Source excerpts for each statement.
  • Per-client audiences and per-advisor visibility.
  • Own-cloud deployment under Enterprise.

Getting there

  1. Send client facts with effective dates

    From CRM and review forms.

  2. Scope per client

    Audience per household or client.

  3. Store the recall with each recommendation

    Keep the evidence used.

  4. Choose deployment

    Managed or your own cloud.

Data and boundaries

Scenarios on this page are illustrative and do not describe a specific customer.

Frequently asked questions

Can the history be edited?

Corrections replace a record; new events add history. Decide which your process requires and log both.

Where is data stored?

On the managed service, or in your cloud account under Enterprise.