The AI foundation for financial services
Relationship data is the asset, and it sits in the CRM, in inboxes, in deal files, and in the heads of the people who did the deals. Structify maps those systems into one governed model of the firm's relationships and history, then builds the applications that keep it current instead of asking bankers to keep it current by hand.
WHO IT IS FOR
Who it is for.
Firms whose relationship data is the asset.
- Investment banks
- Deal file and pipeline hygiene
- Relationship history kept current
- Coverage reporting
- Private credit and lenders
- Borrower reporting pack extraction
- Covenant tracking
- Portfolio monitoring
- Wealth and RIAs
- Client document intake
- Held-away account statements
- Books and records retrieval
- Banks and credit unions
- Loan file assembly
- Exception and audit preparation
- Member and customer record cleanup
The foundation in practice
The regulated context
SOX obligations, recordkeeping rules, and client confidentiality decide what a firm may do with its own data. The foundation keeps lineage and access controls attached to the record, so an AI application built on it does not create a new compliance problem.
How it is delivered
Delivered directly or with a partner you already trust.
Proof
A global M&A advisory firm built its CRM and relationship data foundation on Structify.
Start with a 30-day blueprint
A forward-deployed engineer maps how the organization runs and shows you where AI pays off. Flat cost, defined outcome.