Kemen
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Private beta

Pilot Kemen with your advisors

Kemen is in private beta. We're working with a small number of independent advisory firms as pilot partners: firms that want their advisors back in front of clients, and that want to shape the product with us.

A good fit

  • An independent RIA with about $100M to $1B in assets and 2 to 20 advisors.
  • Advisors who prepare their own reviews and write their own follow-ups, and would rather not.
  • A firm that wants AI to do the preparation, with advisors approving everything that goes out.
  • Someone at the firm, often operations or IT, who can spend a few hours on setup.

What the pilot covers

The pilot covers the meeting cycle, the part of the week where advisors lose the most time:

  • Meeting prep briefs the day before each client meeting
  • Review packs, with every figure cited, exportable to PowerPoint and Excel
  • Meeting notes, action items and the follow-up email, from your notetaker's transcript
  • The morning brief, and outreach drafts when a household's situation changes
  • Supervision, the activity log and the exam pack for your compliance lead

See the whole cycle, step by step.

What your firm needs

  • A CRM. Wealthbox connects directly. For other CRMs we start from a file export and a field mapping.
  • Custodian position exports from Schwab, Fidelity or Altruist. No custodian partnership is needed.
  • Each advisor's calendar (Google, Outlook or iCloud), read-only.
  • Where advisors want to hear from the agents: email, Slack or Microsoft Teams.
  • Meeting transcripts from the notetaker you already use, for notes and follow-ups.

The live list, with what Kemen reads and writes in each system, is on the integrations page.

How it runs

  1. Intro call. Your workflow, your stack, and the security questions your compliance lead will ask. Our answers are on the security page.
  2. Setup. Your IT admin connects the CRM and, if you want it, firm sign-in. Advisors add their calendar and choose where notifications go.
  3. A baseline. Before the agents start, we write down how long prep and follow-up take today.
  4. The agents start working on your advisors' real meetings. We check in each week.

Pilot terms, including price, are agreed with each firm before the pilot starts.

What we measure together

  • Time spent on meeting prep and follow-up, against the baseline
  • How many drafts advisors approve, how many they edit, and how many they turn down
  • Any figure an advisor had to correct
  • What your advisors wanted that Kemen didn't do

We'll only publish results from your pilot with your written permission.

Kemen is in private beta

We're onboarding a small group of independent advisory firms as pilot partners. Leave your work email and we'll reach out.