Design partners: Shape Chunkbase
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Design partner
Design partner programme

Ask AI about the design partner programme

Help shape Chunkbase around the way your advice team really works.

We are looking for a small number of UK wealth management firms willing to show Rohan where client-file work gets stuck: fact-finds, meeting notes, provider emails, document checks, CRM handoff, or anything else your team has to chase manually. The first step is a short workflow conversation. A dummy case, redacted example, or verbal walkthrough is enough; no private client data needed.

Advice teams where advisers, paraplanners, admin, or compliance all touch the same client file
A 30-minute walkthrough of one workflow: what gets gathered, checked, chased, and handed back
Comfort giving blunt feedback on where Chunkbase feels useful, risky, or incomplete

Become a design partner

Four quick details. Rohan, the founder, reads every application and will arrange a short workflow conversation.

No cost, no long contract. No client data needed for the first conversation.

Walk through one workflow

Talk through a dummy case, redacted file, or recent meeting-to-CRM flow. No private client data needed for the first conversation.

Shape the product

We map that workflow into cited extraction, review, client-fit, and handoff screens, then show you where it helps or breaks.

Decide the next step

If a pilot with real or redacted material makes sense, we agree confidentiality, data handling, and stop-anytime terms first.