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SarvaX.ai
SOC 2 Type 2NVIDIA Inception Program

An enterprise AI agent platform by C3ALabs. Purpose-built agents that execute your business processes: so your people focus on what matters.

C3ALabs
211 E 43rd St, 7th Flr Suite #549
New York, NY 10017
+1 (908) 991-6528
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Playbooks

SarvaX Playbooks

Ready-to-use AI-powered templates to automate workflows, accelerate growth, and get more done. Powered by SarvaX AI skills.

Wealth Management Advisors

12 playbooks
Pre-Meeting Analysis Agent
Saved Simulation

Pre-Meeting Analysis Agent

Assembles client-specific briefs, sentiment analysis, and pending items before scheduled wealth calls using CRM notes and email history.

Post-Meeting Analysis Agent
Saved Simulation

Post-Meeting Analysis Agent

Transforms post-meeting recordings/transcripts into structured CRM updates, action checklists, and personalized follow-up emails.

KYC Intelligence Officer
Saved Simulation

KYC Intelligence Officer

Conducts deep compliance investigations on onboarding files, cross-referencing documents to surface hidden risk signals.

Team Performance Insights Agent
Saved Simulation

Team Performance Insights Agent

Provides real-time visibility into advisor pipeline health, turnaround times, and workload distribution across planners.

Pipeline & Escalation Tracker
Saved Simulation

Pipeline & Escalation Tracker

Reconciles communication and calendar channels to maintain live case tracking, surface bottlenecks, and manage escalations.

Campaign Audience Architect
Saved Simulation

Campaign Audience Architect

Filters client rosters by holdings, tiers, or compliance status to draft compliance-checked, segment-matched wealth campaigns.

KYC/CDD QA Auditor
Saved Simulation

KYC/CDD QA Auditor

Conducts systematic quality assurance audits on AML/KYC files to score compliance and document gaps.

Portfolio Analyst
Saved Simulation

Portfolio Analyst

Assesses portfolio asset allocations, risk exposures, and performance, delivering actionable rebalancing recommendations.

Client Intelligence Strategist
Saved Simulation

Client Intelligence Strategist

Builds war-room sales dossiers on prospects by analysing psychology, pain points, and alignment with the firm's service model.

Cadence Ops Lead Agent
Saved Simulation

Cadence Ops Lead Agent

Tracks review schedules across service tiers, flags overdue reviews, and drafts proactive outreach messages balanced against advisor capacity.

Market Intelligence Agent
Saved Simulation

Market Intelligence Agent

Converts macro market news and economic shifts into client-ready commentary and structured strategic reports.

Document Intelligence Agent
Saved Simulation

Document Intelligence Agent

Extracts structured data from financial scans, forms, and statements, auto-populating CRM and portal fields without duplicates.