Question 1

What is Chunkbase?

Accepted Answer

Chunkbase is evidence-backed client intelligence for UK advice firms. It brings meetings, documents, and existing client records into one cited workspace, shows what changed or needs attention, and prepares reviewed updates for the systems the firm already uses.

Question 2

Who is Chunkbase for?

Accepted Answer

Chunkbase is built for UK wealth management firms — wealth managers, IFAs, paraplanners, and back-office teams who spend hours turning client conversations and documents into structured, compliant client files.

Question 3

How does Chunkbase work with an existing client record?

Accepted Answer

Chunkbase treats the firm's existing client record as a dated baseline, then reconciles meetings and documents against it. It shows what was confirmed, changed, conflicting, stale, or missing, with every material claim linked to source and every update held for human review.

Question 4

How does the client-fit view work?

Accepted Answer

Chunkbase applies the firm's own service, capability, and commercial rules to eligible reviewed evidence, then shows a client-fit assessment with its reasoning. It supports proceed, qualify, or escalate decisions before the team commits onboarding hours; the firm always makes the final call. It is not a regulated suitability decision.

Question 5

Is Chunkbase FCA-regulated, and where does responsibility sit?

Accepted Answer

Chunkbase is software, not a financial adviser. It does not provide regulated advice or make suitability decisions. It prepares structured, cited evidence to support your team, so responsibility for advice and suitability stays with the firm and its advisers. It is built for FCA-regulated workflows, Consumer Duty evidence, and file checks.

Question 6

How does Chunkbase handle client data and GDPR?

Accepted Answer

Client data is processed on UK-based infrastructure and is never used to train AI models. Access is controlled at firm level and you set retention. Chunkbase is designed to work alongside your existing document storage rather than replace it.

Question 7

How does Chunkbase avoid hallucinations, and how is everything cited?

Accepted Answer

Every extracted fact and figure links to the exact paragraph in the transcript or document it came from, so anything can be checked in a click. Chunkbase is built to extract and cite what is actually in the source, not to invent it, and nothing reaches a client file without human review.

Know what changed. Trust what comes next.

One client record. Every change made visible.

Start with the existing record.

From scattered evidence to a reviewed change.

Start with the record

Add new evidence

Review the delta

Approve and hand off

One reviewed client memory. Three jobs to be done.

Walk in knowing what changed and what still needs asking.

Review the evidence delta, not the whole file again.

See fit before the team absorbs the work.

Walk in knowing what changed and what still needs asking.

Chunkbase, answered for wealth managers

Help shape the workflow your team actually needs.

Know what changed. Trust what comes next.

One client record. Every change made visible.

Start with the existing record.

From scattered evidence to a reviewed change.

Start with the record

Add new evidence

Review the delta

Approve and hand off

One reviewed client memory. Three jobs to be done.

Walk in knowing what changed and what still needs asking.

Review the evidence delta, not the whole file again.

See fit before the team absorbs the work.

Walk in knowing what changed and what still needs asking.

Chunkbase, answered for wealth managers

01What is Chunkbase?

02Who is Chunkbase for?

03How does Chunkbase work with an existing client record?

04How does the client-fit view work?

05Is Chunkbase FCA-regulated, and where does responsibility sit?

06How does Chunkbase handle client data and GDPR?

07How does Chunkbase avoid hallucinations, and how is everything cited?

Help shape the workflow your team actually needs.