Personal at scale, with a full audit trail.
Canopy gives financial services teams AI agents for personal client outreach where every touch is on the record. Agents research referred clients, draft considered first touches and keep long cycles warm, and a relationship manager approves every client-facing message. Each send is logged with the approver, the time and the exact preview they saw.
What makes financial services different.
- 01
Every message is on the record
Compliance needs to know who sent what, and why.
- 02
Introducer and partner channels
Relationships run through partners whose activity rarely reaches the CRM.
- 03
Long, considered cycles
Prospects take months to decide, and follow-up drifts.
The signals agents watch for.
Every play starts with a signal. These are the ones that matter most in financial services.
Introducer referrals
New relationships arriving through partners.
Life and business events
Moments that change what a client needs.
Engagement drops
Clients going quiet between reviews.
Content interest
Clients reading about specific products.
Meeting outcomes
Commitments made in review meetings.
Renewal dates
Products and relationships coming up for review.
How Canopy runs it.
And every play gets better on its own.
Agents test new versions of every message against a holdout, measure them on your KPIs, and promote the winners automatically. Week after week, without anyone rewriting a template.
How self-improvement works ›The partner play, step by step.
From the first signal to the outcome, with a person approving every message that matters.
- Capture
Introducer activity
Referrals and partner conversations logged against the right relationship.
- Research
The client context
Agents prepare a brief on the referred client before the first touch.
- Draft
A considered first touch
A message drafted for the relationship manager, never sent automatically.
- Record
The full trail
The approval and the exact preview stored for compliance.
Built for how financial services teams work.
- Approve to send as the default for every client-facing message
- A complete audit trail of approvals and previews
- A private instance with isolated credentials
“The team is responsive, knowledgeable, and clearly experienced in complex CRM setups across marketing, sales, and operations.”
Financial services questions.
Anything else, contact us.
How does Canopy work for financial services teams?
Canopy's agents research clients, draft personal outreach and keep long decision cycles warm, while a person approves every client-facing message. Approve to send is the default, and each send is stored with the approver, the time and the exact preview they saw, so every touch is on the record.
Can every message require approval?
Yes. Any workspace can run on draft only or approve to send, and that is our recommended setup for regulated teams.
Do you store client data?
Client data stays in your CRM. Your private instance keeps the working state agents need, isolated from every other client.
Can compliance review the history?
Yes. Every send is logged with the approver, the time and the exact preview they saw.
How does Canopy handle introducer and partner referrals?
Referrals and partner conversations are logged against the right relationship in your CRM. Agents prepare a brief on the referred client before the first touch and draft a considered message for the relationship manager to review. That first touch is never sent automatically.
How does Canopy keep long decision cycles warm?
Lifecycle runs patient, behavior-led journeys for prospects who take months to decide. Agents watch for engagement drops, interest in specific products, life and business events and upcoming renewal dates, and draft the next touch for a person to approve.
Can agents track what was agreed in client review meetings?
Yes. Commitments made in review meetings are captured on the client record, and each one becomes a task with an owner and a due date. The relationship manager sees what is still open before the next review, so follow-up stays on schedule.
Who at Canopy can see our client data?
Only the Canopy GTM Engineers on your deployment. Every client runs on a private instance with its own database and isolated credentials, client data stays in your CRM, and nothing is pooled with other clients or used to train a shared model.
Other industries.
Apply to become a launch partner.
We're onboarding a small group of revenue teams ahead of general availability. Launch partners get founder-led deployment, launch pricing in writing, and a direct line into what we build next.
- Founder-led deployment
- Launch pricing, in writing
- A say in the roadmap