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Industries · Finance

Win the client,
then keep them.

Sunnyside AI finds the clients worth a call, prepares every review with their full history, gives you the right prompt in the meeting, and keeps notes and follow-ups on record.

Book a demoStart free

A client relationship, start to finish.

A referral comes in. It is flagged before it goes cold.

InboxReferral · from a client
Helen ParkClient of Ellis & Co
Introducing my sister’s family

They sold a business last year and want advice on what to do next. Could you call them?

ReferralNew household

Everything it does here.

Referral from Claire

My colleague is selling her company and wants advice.

Clients worth a call

Referrals, life events and quiet accounts, flagged from your inbox and CRM.

Before the Martins review
  • Goal: retire at 60
  • Last time: worried about fees
  • Promised: a tax plan by March
Know the client before you sit down

Goals, past conversations and what you promised, in one brief.

““We might help our daughter buy a flat.””

Ask about timing and how much. Check it against the retirement plan.

From the Martins’ goals
The right prompt, in the moment

Questions and points on screen while the client talks.

Meeting notes
  • Goals confirmed
  • Risk discussed
  • Next steps agreed
Notes on record

Every meeting written up the same way, ready for review.

Recap of today’s review

Tax plan attached. Next review in June.

The follow-up, sent

The recap and the documents you promised, drafted for you.

Martins · annual review

Booked for 12 June. Prep will be ready the day before.

Reviews that never slip

Every client’s next review on the calendar, with prep ready.

ReadsYour docs, calls, email and calendar. Past notes from other notetakers.
GmailOutlookCalendarMeetZoomTeamsGranolaFireflies
Writes and answersYour CRM and Slack. Ask about any deal from Claude or ChatGPT.
SalesforceHubSpotSlackClaudeChatGPT
Denara Group
“It helps me have more meaningful conversations with my clients, with the right prompts, questions and insights in real time.”
Edwin MathewFinancial Advisor, Denara Group

Questions buyers ask us.

Where does our data live?

In the region you choose, EU or US. It is never used to train AI models.

Does a bot join the call?

No. Sunnyside runs on your laptop and hears what you hear. Buyers never see it.

Does it work in other languages?

Yes. Sunnyside works in your buyer’s language, from Spanish to Japanese to Hindi.

The rest of the deal.

FindEvery deal worth chasing, spotted and mapped.See FindPrepareWalk in with the asset, the plan and a roleplay done.See PrepareMeetAnswers on the call. Everyone updated after.See MeetCloseFrom verbal yes to signed.See Close