Senior knowledge in every advisor's hands.
Your senior advisors are retiring. Their institutional knowledge walks out the door. It lets your junior advisors deliver senior-level answers from day one. Cited, personalized, RBAC-respected.
All agents
Advisor Knowledge · Knowledge & Retrieval
Senior advisor knowledge. In every advisor's hands.
Your senior advisors carry decades of institutional context. Your junior advisors don't. The agent gives every advisor a permission-aware, cited answer drawn from your CRM, your knowledge base, and the firm's institutional documents. Twenty minutes of Slack threads compressed into seconds.
SOC 2 Type IIPermission-aware retrievalDocuments stay where you specifyRBAC inherited from your IAM
Watch a real advisor question, answered.
Question in
SourceAdvisor portalCRMChat
Retrieve over corpus
Knowledge graph · RBAC at retrieval
Internal knowledge baseprimary
Salesforce (CRM)
MongoDB Atlas
Synthesize answer
ModeGroundedCitedPersonalized
Deliver & log
Answer→Advisor
Logged→Compliance
Advisor answer
Permission-scoped
Q · "IRA distribution rules for a spouse beneficiary?"A spouse beneficiary may roll inherited IRA assets into their own IRA, deferring required distributions until their own required beginning date. Confirm account titling before processing.
Salesforce · client profileKnowledge base · IRA policyReg note 2026
Synthesised from 3 cited sources
RBAC-scoped to this advisor · logged
Permission-aware retrieval · cited per answer
01Question received from the advisor portal or CRM
02Retrieved across the knowledge graph: Salesforce + internal documents
03RBAC applied at retrieval time, scoped to this advisor
04Synthesised a grounded answer with source citations
05Delivered to the advisor and logged for compliance
DataworkzSource-cited · RBAC-scoped
60 seconds. An advisor asks "what are the IRA distribution rules for a spouse beneficiary?" The agent retrieves across the firm's knowledge base and the advisor's client profile, returns a personalized answer with cited sources, scoped to what this advisor is permitted to see.
See it in action
How it works
Three steps from advisor question to cited answer.
01
Advisor asks in plain language.
The question goes into the advisor's existing tool (CRM, advisor portal, internal chat). No new interface to learn.
02
It retrieves across your documents and CRM.
Knowledge graph over institutional documents (PDF, Word, Excel, scanned). Relational client profile from CRM. RBAC inherited from your IAM. Permission-aware at retrieval time.
03
Cited, personalized answer in seconds.
The answer is grounded in your sources, with citations. Personalized to the advisor's client when relevant. Logged for compliance review.
Capabilities that earn their place.
Multi-format ingestion
PDF, Word, Excel, scanned documents. OCR for scanned content. Knowledge graph layer over the corpus.
Knowledge graph layer
Relationships between policies, products, regulations, and client situations modeled explicitly so retrieval handles compound questions.
MongoDB Atlas Vector Search backbone
Production retrieval at scale. BYO vector store if you prefer pgvector or another option.
Source citation per answer
Every answer cites the document, page, and section it drew from. Compliance-ready by default.
CRM personalization
Pulls relational context from Salesforce or your CRM of record so answers fit the client, not just the question.
Continuous learning from feedback
Advisor feedback on answer quality feeds back to the agent. Improves without model fine-tuning.
Permission-aware retrieval
Every query respects the asking advisor's RBAC. Permission lookup at retrieval time, so revoked access takes effect immediately.
RBAC inheritance from existing IAM
Inherits permissions from Active Directory, Azure AD, or your SSO. No second permission system to maintain.
vs. the alternative
Most firms answer client questions one of two ways.
| Dimension | Manual lookup by central team | Generic enterprise search | Advisor Knowledge |
|---|---|---|---|
| Time to answer | Hours. Sometimes a day. | Minutes, if the right keyword hits. | Seconds. |
| Personalization | Depends on which expert is on shift. | None. Returns generic documents. | Tailored to the client in front of the advisor. |
| Source citation | The expert's notes, if you can find them. | Document title, no specific section. | Document, page, section. Compliance-ready. |
| Permission scope | Whatever the expert chose to share. | Inconsistent. | RBAC respected per query, per advisor, per document. |
| Scale | Limited by the central team's headcount. | Scales. Quality drops. | Scales. Quality holds. Every advisor gets the senior-level answer. |
Four ways teams hire Advisor Knowledge.
Answers before the call ends.
Your advisors used to spend twenty minutes finding the answer to a complex client question. Now the answer is on screen before the call ends. The conversation moves on.
Institutional context, day one.
Onboarding a new advisor used to take weeks of shadowing. The agent puts the firm's full institutional context behind every question they're asked. Weeks of shadowing become days.
One answer across markets.
Five hundred advisors across thirty markets used to answer the same question five hundred different ways. It gives them the same source-grounded answer with the same citations.
Built for your security review.
Three deployment optionsSOC 2 Type IIAudit trail per queryPermission-aware retrievalBYO LLMChunk-level RBAC
You choose where it runs: multi-tenant SaaS, single-tenant cloud, or in your VPC. Documents stay where you specify. Permission lookup happens at retrieval time, not at ingestion, so revoked access takes effect on the next query. Every retrieval is logged with the advisor, the question, the documents accessed, and the answer returned. Your CISO can read the same posture across every Dataworkz agent in your environment.
Questions advisors and IT leaders ask us.
It answers an advisor's client question in plain language by retrieving across your knowledge base and the client's relational profile, returning a cited, personalized answer scoped to what the advisor is permitted to see.
No. It uses retrieval over your documents, not training. Your data is not used to train any LLM. You can also bring your own LLM and the agent runs against it.
Where you choose. Dataworkz offers three deployment options: multi-tenant SaaS, single-tenant cloud, or in-customer VPC. Your documents, your vector store, your IAM, in the deployment posture you pick.
Yes. It inherits RBAC from your IAM (Active Directory, Azure AD, Okta). Permission lookup happens at retrieval time. Revoked access takes effect immediately on the next query.
Yes. Every answer is grounded in your sources with explicit citations to document, page, and section. Compliance-ready by default.
Salesforce, MongoDB Atlas, OneDrive, SharePoint, Confluence, and 50+ more enterprise systems. The full integrations list is on the platform page.
Generic search returns documents. It returns answers, with citations, personalized to the client. Copilot and similar tools don't inherit your firm's existing RBAC at retrieval time and don't ground answers in source documents the same way.
Most firms have it working against their first knowledge corpus within two weeks. Full department rollout typically lands within a quarter.
Senior advisor knowledge. In every advisor's hands.
The institutional context your firm built over decades. Available to every advisor, every client conversation, every day. Permission-aware. Source-grounded. Audit-ready.
30 minutes. Bring a question your senior advisors get asked every week. We'll show you the answer it returns.