Photon InsightsPhoton Insights enables financial advisory firms to spot coverage gaps, meet client needs, and streamline workflows in areas like estate planning, insurance, and taxes by transforming unstructured data into actionable insights.
The Challenge
For RIAs and broker-dealers, critical client data is scattered across trust documents, financial plans, insurance policies, tax filings, and internal systems. Answering even straightforward but important questions, such as which clients have a net worth over $3 million but are missing dwelling coverage, often requires extensive manual effort. When those insights are missed, firms risk poor client service, overlooked planning needs, and lost revenue opportunities.
The Solution
Photon indexes unstructured data and integrates with internal systems to create a unified, searchable intelligence layer across your client base. Advisors can instantly surface planning opportunities, coverage gaps, and unmet client needs across their entire book of business.
01
Photon uses NLP and computer vision to extract the key information your firm needs from documents, notes, and other unstructured data sources. Advisors can then search across their client base to identify specific planning needs, coverage gaps, risks, and opportunities.
02
Photon integrates with CRMs, financial planning tools, portfolio systems, asset data, and internal repositories to bring fragmented client information into one searchable intelligence layer. Advisors can quickly find the insights they need across systems, teams, and client relationships.
03
Photon helps advisors connect signals across estate planning, insurance, assets, annuities, tax, debt, and more to uncover service gaps, risks, and high-value client needs. Advisors can act on opportunities that would otherwise remain hidden across disconnected data.
04
Photon turns search results into clear, actionable outputs that teams can use for client outreach, review preparation, planning workflows, and next-best-action recommendations. Advisors can move from insight to action without manual analysis or follow-up work.
Our Features
Search across millions of documents, internal systems and a curated set of external sources to get instant answers, backed by citations.
Photon was developed alongside a financial advisory firm to solve the challenges planners and advisors face every day. It is grounded in real workflows, client documents, and the operational needs of firms serving clients at scale.
Traditional LLM applications and standard RAG architectures struggle with precise retrieval and full-context reasoning across millions of complex financial documents. Photon is built differently: it indexes your data universe and applies domain-specific processing designed with end users to handle financial data accurately at scale.
Photon is built for the documents and decisions advisors work with every day, surfacing high-value insights from estate plans, tax returns, insurance policies, trusts, amendments, powers of attorney, and other complex client records.
Photon provides insight-level citations across search and chat, giving firms the transparency, traceability, and auditability required in financial services. Each response can be verified against its source material, helping teams trust outputs and support compliance-oriented review.
Proven Impact
Reduction in document review time per advisor
Average query response time across millions of documents
More client opportunities identified per quarter
Of outputs traceable to verifiable source documents
Security
ISO 27001
SOC 2 TYPE II
Request a Demo
Talk to our team. We’ll walk you through how Photon works with your existing systems, your document types, and your advisor workflows — no generic demos.
