Ramp new RMs in 6 months, not 12.
AI role-play and scoring on your firm's frameworks. Best practices captured once, then live for every cohort.
- Playbook-driven role-play
- Scored objection handling
- Funnel analytics to HQ
In private beta with global banks
Real-time institutional IQ for the world's enterprises
Hummingbird is the real-time AI coach for wealth and banking — live prompts, client recall, and compliance-safe phrasing, drawn from your firm's best.
hummingbird.app / live-call
Live coaching
Client just raised concerns about generational wealth transfer.
Suggest framing around 3-tier trust structure. Recall: Mr. Chen mentioned grandchildren in Q1 review.
What's the tax implication if assets move to Singapore?
Reference Singapore-HK DTA Art. 13. Pull comparable from 2023 Liu family playbook. Compliance: clear.
Listening
The problem
Expertise doesn't scale.
Banking still runs on apprenticeship. Your best playbooks stay locked in your top performers' heads.
70%
of client decisions go undocumented
Deal rationale and nuance live in heads, not systems.
12 mo
to ramp a new RM
Apprenticeship doesn't scale to the next generation of bankers.
$83.5T
great wealth transfer
Digital-first inheritors expect answers in seconds, not weeks.
The differentiator
The Agent Factory compounds your edge.
Raw domain knowledge in, specialized agents out. Every client interaction sharpens the next.
Raw domain data
Video transcripts
Q&A records
Expert docs
CRM + tickets
Agent Factory
Infra that compounds expertise.
Procedural
How we qualify clients
Episodic
How we handled the 2022 rate hike
Semantic
Trust & compliance guidelines
Implicit
What would our best RM do?
Real-time context · intent · market events · client memory
Specialized experts
Tax Expert
jurisdiction-aware
Trust Expert
estate-aware
CFA
investment-aware
Compliance
policy-aware
Persistent context
Client profiles, docs, and history — unified, queryable, current.
Intelligence infra
Memory and retrieval built for regulated workflows.
Execution context
Live conversation, market events, and intent fused at inference.
Who uses Hummingbird
Built for the front line.
From a new RM's first call to autonomous workflows for your top-tier clients — Hummingbird scales the people closest to revenue.
Relationship Managers
Live coaching, meeting prep, and next-best-action on every call.
Financial Advisors
Account plans, reviews, and cross-sell in seconds.
Banking Front Office
Institutional knowledge on demand, from launches to training.
Enterprise Sales
Top-performer playbooks, live for every new hire on day one.
Compliance & Risk
Guardrailed answers, full audit trails, policy-aware suggestions.
L&D and HQ
Funnel analytics and front-line performance in one place.
Use cases
What Hummingbird solves.
Your top RM, in every call.
Real-time prompts, jurisdiction-aware tax cues, prior-meeting recall, and compliance-safe phrasing — in the moment.
- Live next-best-action
- Cross-meeting memory
- In-call compliance guardrails
Train the front office in days.
Stand up event-based training for new products and campaigns. Spot cross-sell at scale.
- Event-based curricula
- Cross-sell triggers
- Performance dashboards
CRM data to a defensible plan.
CRM, market data, and client history fused into a prioritized plan with talking points and predicted progress.
- Integrated CRM + market
- Predictive client funnel
- Auto-generated talking points