Navi in Action — Meridian7

The operational intelligence layer

FROM DATA

TO DECISIONS.

How Navi turns fragmented client intelligence into structured, auditable, AI-ready institutional knowledge.

Ontology and Data View

Navi connects clients, households, advisors, accounts, products, communications, and documents into a unified relationship graph that reflects how wealth management relationships actually operate. Before AI can be trusted in financial services, the underlying knowledge has to be structured. This is that foundation.

Client Meeting Management

Navi automatically assembles a complete client briefing before every meeting: relationship history, portfolio activity, recent interactions, open opportunities, service issues, referrals, and key life events, pulled from across the firm's systems. Every advisor arrives with the full institutional context of the relationship, not just what they personally remember.

Meeting Prep from Slack

An advisor messages Navi directly in Slack before a client meeting and receives a complete, AI-generated briefing in seconds: household summary, open items, coverage gaps, and talking points, all grounded in live client data. Navi meets advisors where they already work, so preparation happens in the flow of the day, not as a separate task.

Gap Identification and Remediation

Navi continuously scans client relationships to surface coverage gaps, unresolved service issues, and unactioned opportunities, flagging them with context on why they matter and what to do next. Revenue and retention risks that used to go unnoticed are now visible, prioritized, and assigned before they become problems.

Task Management

Navi captures commitments, follow-ups, and action items from meetings, emails, and notes, automatically assigning ownership, tracking progress, and surfacing items before they become problems. Client commitments become visible, accountable, and measurable across the entire organization.

Compliance Report

Navi automatically generates compliance-ready summaries of client interactions, recommendations, disclosures, and supporting documentation, reducing manual effort while improving consistency and oversight. Compliance becomes a natural outcome of advisor activity, not a separate administrative process.

Traceable LLM Run

Every AI-generated recommendation, summary, or insight can be traced back to the exact client records, documents, communications, and data sources used to produce it, with complete visibility into how the result was constructed. AI becomes something advisors can stand behind, not just use.

Audit

Navi provides a complete audit trail showing what information was accessed, which actions were taken, how recommendations were generated, and how decisions evolved over time, across both human and AI-driven activity. Every decision is transparent, defensible, and reviewable by operations, compliance, and regulators.

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