The AI Maestro that helps you grow AUM, not headcount

Nexhelm AI automates advisor, operations, and compliance workflows to turn client intent into finished, auditable work in minutes.

•Automatically detects client intent from email, virtual meetings, and in-person interactions
•Builds and adapts compliant workflows in real time
•Executes workflow actions across your exisitng tech stack with 1-click approval

nexhelm.ai

Task Details

Open Account for New Client

Initiate KYC

Send DocuSign

Wait for DocuSign Signature

Update CRM

Send Email to Client

Schedule Meeting

Identity Verification Required

Initiate a KYC verification request to the client

Verification link will be sent to: client@example.com

From Intent to Completion,
Automated and Auditable

Intent Engine

Detects client requests from email, CRM, or meeting notes

Smart Workflows

Auto-builds and adapts workflows in real time

Execution Layer

Routes actions across email, CRM, KYC, e-signature, and custodian tools

Proven Impact, Real Efficiency Gains

Up to 80%

faster processing time

50%

fewer manual errors

+6–10 hours

saved per week per staff

Grow AUM

without adding headcount

Security & Compliance

Nexhelm AI is built for compliance and enterprise security

SOC 2 Compliance

Nexhelm AI is SOC II Type 1 compliant, and SOC II Type 2 certification is in progress.

Audit Logs

Comprehensive audit trails are automatically maintained for every workflow and action, ensuring full transparency and regulatory compliance out-of-the-box.

Access Control

Role-based permissions tailored to advisors, operations staff, compliance officers, and administrators ensure organizational compliance and follow industry best practices.