Case Study: ClientPulse - AI Signal & Outreach Agent for Relationship Managers
An agentic AI workflow that watches public and CRM signals across a relationship manager's entire book — corporate, HNW and retail — then delivers a Telegram alert with the context, the opportunity and a drafted outreach message, so RMs reach out first while the moment is still fresh.
The Problem
Your best client just won a government contract. A competitor saw it first, reached out first — you found out a day later. Not from a lack of care, but from signal overload no RM can track by hand.
Competitors Reach Out First
A client wins a government contract, a sector gets an investment boost, a leadership change is filed on SGXNet — and a competitor sees it, reaches out and sends the term sheet before the RM even hears about it.
Signal Overload, One Relationship Manager
The problem was never a lack of care. It is signal overload — hundreds of client signals across dozens of sources, one RM, and no realistic way to track everything manually.
The Best Moments Go Unseen
The highest-value outreach windows — SGXNet filings, tender wins, CPF milestones, policy renewals, relationships gone quiet — pass by daily, unseen, because no one has the time to watch them all.
Finance AI Rarely Serves the RM
Most AI agents in finance are built to manage money or protect institutions — portfolio optimisation, compliance, fraud detection. Very few are built to help relationship managers stay meaningfully connected to clients.
Our Solution
ClientPulse is a fully agentic workflow — an AI agent monitors public filings, news and CRM triggers across both corporate and individual client books, curates the opportunity and drafts the outreach, with human-in-the-loop approval via Telegram.
Corporate & HNW Signal Coverage
For corporate and high-net-worth books, ClientPulse watches SGXNet filings, GeBIZ contract awards, MAS announcements, leadership changes, tender wins, sector developments and public news signals — continuously, 24/7.
Retail & Mass Affluent Triggers
For retail and mass affluent books, it tracks the moments that matter — policy renewals, CPF age milestones and relationships that have gone quiet for 90+ days — surfacing each one before it slips.
Opportunity Curation, Not Just News
ClientPulse does not just find headlines. It filters every signal against your specific book and surfaces the opportunity — the "so what" and the timing window — so only what is genuinely actionable reaches you.
Context + Drafted Outreach
When the right signal appears, a Telegram alert arrives with three things: the context, the opportunity and a drafted outreach message written for that client — ready to review, not written from scratch.
Send, Edit or Dismiss — You Decide
Every alert waits for the RM. Send, edit or dismiss — nothing is ever sent automatically. The agent removes the searching and drafting; the relationship decision stays entirely human.
OpenClaw Orchestration
OpenClaw orchestrates the full loop — combining free public feeds (SGXNet, GeBIZ, MAS, Business Times) with your own CRM, computing triggers and drafting outreach, managing state across every step.
Results
You Reach Out First
The outcome is timing: the RM reaches out first, while the opportunity is still fresh and relevant — turning reactive maintenance into a proactive, predictive partnership with the client.
Hours of Scanning Into Seconds
Hours of manual monitoring across a dozen sources are compressed into a 30-second decision — with the message already drafted — freeing RMs to advise rather than search.
Built for Regulated Industries
ClientPulse runs on your own isolated Docker instance — client data never leaves your environment. Zero auto-send by design, with a full audit log of every alert, action and dismissal — controls compliance teams can get behind.
Key Takeaway: Serve the Relationship
The advantage is no longer loyalty alone — it is speed. When an RM hears every relevant signal first, they lead the conversation, and the client feels like the most attentive banker they know.