01
AI disclosure, configurable by client
Organizations define where disclosures are required and which communications they apply to. Mira can apply those rules consistently as part of execution.
Continuous investor engagement. Within your governance framework
Mira is one agent platform for the entire Investor Lifecycle, enabling financial organizations to acquire, engage, retain and grow investor and client relationships continuously, while operating within the disclosures, permissions, policies and human oversight defined by the organization.
Claims grounded to approved sourcesConfigurable disclosure controlsExportable audit trailsHuman escalation where requiredClaims grounded to approved sourcesConfigurable disclosure controlsExportable audit trailsHuman escalation where required
[ Built for ]
Financial organizations where every relationship requires trust and accountability
Asset managersWealth platformsInvestor relations teamsPrivate credit managersReal estate investment managers
[ The problem ]
Investor relationships should not stop between meetings
TIMELY
PERSONALIZED
GROUNDED
GOVERNED
PERSONALIZED
GROUNDED
GOVERNED
[ What your investors hear ]
Personalized engagement, with the right controls behind it
Mira enables financial organizations to maintain relevant, continuous investor engagement while grounding information in approved sources and applying the disclosures, permissions and escalation rules defined by the organization.
Marc, you'd asked about the new fund after the webinar. Here's the Q3 fact sheet, with the relevant disclosures included. Happy to set up time with your advisor if you'd like to go deeper.
For an asset manager
Booked your quarterly review with Hannah for Thursday at 10am. She'll have the latest context from your account before you meet.
For a wealth platform's investor desk
The private credit fund overview is limited to eligible investors, so I've routed your request to Hannah. She'll follow up with you directly.
Demonstrating eligibility controls and human escalation
Your next portfolio review is coming up. Would you like me to find time with your advisor to go through the latest account information?
For a wealth platform
[ The Investor Lifecycle ]
Acquire. Engage. Retain. Grow
Governance applies across every stage. The same grounding requirements, disclosure controls, permissions and human oversight established by the organization remain part of execution throughout the Investor Lifecycle.
01
Acquire
Mira identifies and qualifies prospective investor relationships using the information and eligibility criteria available to the organization, updating its understanding as interests and market conditions evolve.
02
Engage
Mira coordinates investor communications, follow up, information, documents and workflows using the evolving context of each relationship, within the organization's approved information, disclosure requirements and permissions.
03
Retain
Mira maintains context between meetings and interactions, coordinating relevant updates, documents, milestones and follow up without requiring the relationship to restart each time.
04
Grow
Mira identifies appropriate opportunities for deeper engagement, additional mandates, services or referrals. Where an opportunity requires human judgment or authorization, it brings the relevant context to the appropriate person.
[ Trust, built for finance ]
Governance is part of execution
Financial relationships require a higher standard of control. Mira operates within the governance framework established by the organization, applying approved information, disclosure rules, permissions and human escalation throughout execution.
02
Claims grounded to approved sources
Financial and performance information can be grounded in designated organizational sources before it is communicated. If an approved source does not support a claim, Mira does not make it.
03
Human escalation
Organizations determine which interactions require an authorized or licensed professional. When a workflow reaches that boundary, Mira can route it to the appropriate person with the relevant context intact.
04
Eligibility and suitability controls
Mira can operate within the eligibility and suitability decisions established by your existing processes, controlling which information and workflows are available to different investor groups.
05
Audit trail
Investor interactions can be logged with the relevant data, disclosures, configuration, approvals and execution context, creating a record the organization can review and export.
06
Investor data control
Investor data remains within the organization's deployment and is not used to train a shared Here AI model serving other customers.
The next step is a scoping conversation
Tell us where your investor relationships live today, the systems, data, channels, disclosures and workflows involved, and where you want continuous engagement to begin. We define how Mira connects to your organization and what it takes to acquire, engage, retain and grow investor relationships through one agent platform.