JB RM
Self-serve evaluator preview for Launchpad pilot discussion.
Internal pilot for relationship memory
Built for Jonathan Chan and Julius Baer stakeholders to evaluate whether scattered CRM activity, purchase records, wealth-team handoffs and conversation notes can become one RM-owned servicing layer.
Synthetic records only. Pilot connectors are labelled in the demo.
Synthetic data only
Connector scope labelled
RM remains author of record
Silence is valid
Stakeholder path
Service gap, evidence, silence, approval.
Open the prioritised brief and start with Lim.
Inspect the source type, owner, date, status and wording.
Confirm Nakamura stays at Nothing to action today.
Verify Marco edits and approves before client-facing use.
Today's brief
CRM follow-up is overdue, and recent purchase context has not been connected back to the relationship note.
Draft is prepared for RM review from validated source wording only.
Pilot discussion checks
Which CRM, purchase, wealth-team and conversation records would become approved sources?
Which RM team would own edit and approval during the pilot?
Which compliance checks would review source wording and refusal copy?
Which connector labels must remain pilot scope until they are wired?