Claude Client Monitor is an autonomous AI agent, built by Plative, that pulls data across your systems on a set cadence and tells your team exactly where to focus.
Each run, the agent reads household records and last-contact dates from Salesforce, scans meeting transcripts for open action items, checks email history for reply gaps, and compares NetSuite billing against AUM on record. It applies a priority framework to everything it finds, then pushes a clean action list to Slack, creates tasks in Salesforce, and queues advisor email drafts for review.
The output is specific. Households flagged by name. Dollar amounts attached to billing discrepancies. Days since last contact, not a generic reminder.
Plative configures Claude Client Monitor to your data model, your priority thresholds, and your team’s workflow. No new platform to buy. No dashboard to check. The analysis runs in the background and arrives where your team already works.
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