01 Client engagement · Wealth management
Meeting preparation, scoped with the owner.
I worked directly with a Minneapolis wealth-management firm’s owner to scope and build a Claude API agent that turns CRM and document-store context into cited, two-page meeting briefs.
For the advisor
A statement you can trace.
A question left open.
Discuss the client’s planned move. [1]
[1] Read the sample source
“Client asked to discuss a planned move at the next meeting. Date not provided.”
When is the move?
The source does not specify a date.Illustrative acceptance check
- Source attached
- Shown
- Missing date flagged
- Shown
- Advisor confirmation
- Still needed
Invented content and review checks. Not actual client output or evaluation results.


