Meet your AI client service associate.
No seat required.
Caddi runs the client service associate role as deterministic code: it assembles meeting prep, sends post-meeting follow-ups, opens new accounts, and keeps the CRM current. The work between meetings, automated and auditable, so your people stay in front of clients.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate meeting prep in Salesforce and Tamarac. Caddi builds the loop and runs it.
Your client-facing talent should be with clients, not moving data between systems.
A client service associate preps meetings, sends follow-ups, opens accounts, and updates the CRM. Caddi runs that work in the background so the expensive, client-facing hours go to relationships.
- 01
Hours back for client relationships
Meeting prep, follow-up notes, CRM updates, and filing eat associate time. Caddi runs that work in the background so your people stay client-facing.
- 02
A consistent client experience
Every client gets the same timely follow-up, the same accurate record, the same polished deliverable, regardless of how busy the week is.
- 03
CRM hygiene without the nagging
Caddi keeps the CRM current from the work the team already does, so data is clean for reporting and compliance without anyone chasing updates.
Teach Caddi like a new hire.
Connect Salesforce to Caddi
Allow1Sign in to your tools
One click each for Salesforce, Tamarac and Addepar. No API keys.
Automate meeting prep.
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- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
The work between meetings the role owns, on autopilot.
Meeting prep & briefings
Runs across the client-service stack you already own.
- Salesforce
- Tamarac
- Addepar
Practifi
DocuSign
Outlook
An AI client service associate, built to your bar.
- 01
Keep your best people in front of clients
Automate the admin between meetings. Your associates spend their hours on relationships, not on moving data between systems.
- 02
No guesswork on client data
Verified code calls your CRM, custodian, and portfolio system via API. No AI improvising over household data.
- 03
Capacity you can measure
Hours returned to client time, follow-ups completed, records kept current, all reportable to leadership.
- 04
Proven at production volume
27,000+ client emails reviewed, drafted, or routed automatically across Caddi customers.
Built to pass your compliance review.
Attested controls. An audit trail you can defend.
Every workflow, every input, every output is logged and reviewable. Your CCO and operations team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.
No autonomous AI acting on your data.
AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, repeatable and logged, with any model step scoped and reviewable. OpenAI and Anthropic calls use zero-data-retention terms.
Automate the client service role.
On average, Caddi discovers 19,000 hours of repetitive work per customer. See it run on your own workflows in a 30-minute walkthrough.