Keep client communications and compliance on track
Salience classifies client portfolio requests, compliance notices, market updates, and regulatory correspondence automatically. Never miss a compliance deadline or client request again.
- Classify client portfolio requests
- Flag compliance and regulatory notices
- Route market updates and research
- Track client onboarding emails
- Pre-built financial advisory template
- Webhook integration with CRM systems
14-day Pro trial. No credit card required.
What changes
Less time in your inbox.
More time in your work.
Every feature is built around one goal: giving you back the hours you spend sorting, triaging, and chasing email.
Every email, categorised
Emails are classified into your categories as they arrive. No rules to write, no filters to maintain. It learns from how your inbox actually works.
Actions fire instantly
Labels applied, webhooks sent, Slack and Teams notified. The right people know about the right emails without you forwarding a thing.
Data pulled from attachments
PDFs and images are read automatically. Invoice numbers, amounts, dates extracted without you opening a single file.
Important emails surface
Priority watchlists flag the senders and topics that need your attention. Nothing critical gets buried under the noise.