A CRM that updates itself from meetings, documents, and custodian data.
How It Works
.svg){kind=icon}
.png){kind=logo}
Link your custodians, document storage, calendar, and email. Verlo syncs and structures everything, then answers any question about any client, instantly.
Platform
Contacts, pipelines, tasks, AI chat, meetings, and documents. Built for wealth management.
Portfolio details, meeting history, documents, compliance notes. Ask in plain English. Every answer is sourced and cited.
What did we discuss with the Johnsons last quarter?
You had 3 meetings with the Johnson family last quarter:
Annual review. Discussed retirement timeline, targeting age 62.
529 contribution review for both children. Discussed 2025 limits.
Estate planning. Update trust documents before March.
Open items:
Ask a follow-up...
Enriched profiles synced from every custodian. Filter, segment, and search across any field.
Drag contacts through your custom stages. See every opportunity at a glance.
Auto-created from meetings and AI. Assigned, tracked, never forgotten.
Meetings
Verlo joins every call. Transcribes, writes notes, extracts action items, and drafts follow-ups automatically.
Structure notes by meeting type, client segment, or workflow. Verlo fills them in automatically.
Annual Review
Portfolio, goals, risk tolerance
Prospect Discovery
Background, assets, timeline
Estate Planning
Trust details, beneficiaries
Verlo detects field changes mentioned in conversation and updates your CRM automatically.
Retirement → Age 62
UpdatedRisk → Moderate
UpdatedAttorney → James Liu
PendingContext-aware emails drafted from the conversation. Review, edit, and send.
To: robert.johnson@email.com
Review →Q1 Review: Next Steps
Hi Robert, great catching up today. I'll send the updated retirement projections by Friday and will coordinate with your attorney on the estate plan...
Built with security and compliance at its core.
Your data is never used to train AI models.
View our Trust Center