Design partner programme
Help build the client file workflow your team actually needs.
We are selecting a small number of UK wealth management firms to shape Chunkbase around real meeting transcripts, fact finds, client documents, and CRM handoff work.
2 to 10 advisers or a focused advice team with admin or paraplanning support
Regular client meetings where transcripts, fact-finds, and documents need reconciling
Willingness to share anonymised workflow examples and direct feedback
Bring a real workflow
A recent meeting flow, anonymised transcript, fact-find template, or CRM entry pattern.
Shape the product
We turn your workflow into cited extraction, review, fit assessment, and handoff screens.
Review what matters
You tell us what is useful, what is unsafe, and what would make your team trust it.
