Techila AI helps insurance and financial-services teams organise client, household, policy, advisory and pipeline information in Salesforce Financial Services Cloud.
Problems we help address
- Client information is spread across Excel, email and separate systems.
- Advisers lack a useful household or relationship view.
- Fact-finding and report preparation are slow.
- The pipeline is difficult to inspect.
- Users cannot trust the data or dashboards.
- AI adoption raises questions about permissions, privacy and human accountability.
Typical workstreams
- Client and household data model
- Relationship and interaction history
- Advisory pipeline and activity tracking
- Digital fact-finding
- Document and report workflows
- Role-based access and governance
- Dashboards for management and advisers
- Future AI opportunities with clear approval boundaries
Evidence
Techila’s Havend customer story describes a Financial Services Cloud programme that moved reporting away from a disconnected process and reported a 73% reduction in report-processing time. The result should be treated as customer-reported evidence and validated against the approved case-study wording.