Columns provides an AI-powered platform for financial advisory firms that captures client meeting conversations, automates client intake through e-KYC, and delivers coaching insights to leadership. The platform helps advisors close more cases and generate warm leads while saving time on administrative work. It is built for compliance with Singapore's PDPA and MAS regulations.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisory firms struggle to capture and retain critical details from client meetings, leading to missed follow-ups, incomplete client profiles, and inconsistent coaching. Advisors spend significant time on administrative tasks like client intake and document processing, reducing time available for actual advising. Leadership lacks visibility into firm-wide patterns and individual advisor performance, making it difficult to identify coaching opportunities and intervene when deals are at risk.
Solution
Columns provides an AI-powered platform that sits in every client meeting, automatically capturing conversations and recording every detail, decision, and next step. The platform includes an e-KYC system that turns conversations and documents into structured client intake data, saving advisors tens of hours of administrative work per week. Leadership receives weekly insights highlighting which advisors to recognize, where to intervene, and recurring themes shaping the firm. The platform is designed to be PDPA and MAS compliant, ensuring data handling meets Singapore's regulatory requirements for financial advisory workflows.
Target Audience
Primary customers are financial advisory firms in Singapore, including team leaders and firm management who need to scale coaching, improve close rates, and maintain regulatory compliance across their advisor teams.
Features
- Scribe: AI meeting assistant that captures full client conversations, objections, and next steps in real time
- e-KYC: Automated client intake that parses documents and bank statements, building structured profiles with completion tracking
- Coaching & Insights: Weekly firm-level dashboard showing revenue recognition opportunities, at-risk deals, and recurring conversation themes
- Compliance-ready architecture built to meet Singapore PDPA and MAS technology-risk and customer-information requirements
- Integration with existing advisory workflows to provide a unified view of client interactions and firm performance