Solutions
Zom adapts to the realities of large firms and solo advisors alike by grounding every response in firm context, client history, and clear governance.
Built for firms managing scale, governance, and consistency across teams.
Operational complexity grows faster than staff can absorb, and knowledge fragments across teams and systems. Critical insights get buried in fragmented systems, making it difficult to maintain consistency and governance at scale.
Create a shared intelligence layer that standardizes context while respecting firm-wide policies. Zom embeds your firm's investment philosophy, compliance rules, and approval workflows into every recommendation and interaction.
Leadership gains confidence in firm-wide consistency and oversight without slowing advisors down. Teams operate with shared context, reducing errors and maintaining governance standards effortlessly.
Designed for advisors who need leverage without adding more tools.
Time compression forces tradeoffs between preparation, follow-up, and client personalization. You spend hours gathering client context from multiple systems, leaving less time for meaningful client relationships.
Surface the right context instantly and reduce cognitive load during decisions. Zom consolidates all client data, portfolio history, and firm notes into a single, instantly accessible intelligence layer.
Advisors feel prepared and confident with every client conversation. The system remembers what you can't, allowing you to focus on relationship-building and delivering personalized advice.
Assemble complete client context before every meeting—portfolio changes, notes, and history in one place.
Get instant answers to complex portfolio questions with context from your firm's investment philosophy.
Maintain consistent decision-making across your firm with full audit trails and policy alignment.
Generate personalized client updates and reports with accurate, up-to-date information from all sources.
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