Retail investors drown in information and starve for relevance. Colendi Securities built every client an investment assistant — the kind of attention that used to require a private banker.
The challenge
Market data, news, and filings move faster than any human advisor can curate for thousands of clients. Generic newsletters went unread; clients wanted to know one thing — what does this mean for my portfolio?
Building it
The assistant monitors markets, news flow and public disclosures continuously, maps every event against each client's holdings, and sends short, portfolio-aware notifications only when something actually matters. Clients answer back in the same conversation — asking follow-ups and leaving requests that route straight into the right desk — with clear boundaries: information, never investment advice.
What changed
- 4x read rate — versus generic market bulletins
- Requests reach the right desk in minutes — collected in-conversation
- Information-only guardrails on every message — no advice, full compliance
“Relevance was the product. The moment briefings became personal, clients started reading them.”
Digital Channels, Colendi Securities