Trovix AI Product

Trovix Reach ©

Compliance-reviewed client communication drafting — broker follow-ups, regulatory replies, non-reliance letters.

Reach drafts client-facing communications — broker follow-up letters, regulatory reply letters, non-reliance wording, DSAR responses — that go through a compliance review layer before the draft is presented. The output is a structured email or letter draft with a requires-senior-review section flagging anything that needs sign-off before the communication leaves the firm. Reach is not a client-facing chatbot. It is a drafting and compliance-screening tool for outbound communications.

Module label in demo: Reach · client communication  ·  Try it at trovix.ai/demo →

How it works

Communication needfollow-up / reply / letterReach Drafting Enginetone + regulatory checkStructured draftemail / letter / replyRequires review flagssenior sign-off itemsCompliance-clearedready to sendNon-reliance wording, ICOBS obligations and regulatory accuracy checked before draft is presented.

Step by step

1
Communication need identified
The user specifies the communication type (broker follow-up, regulatory reply, non-reliance letter, DSAR response) and the relevant context.
2
Draft assembled
Reach drafts the communication using the firm's tone guidelines and the relevant regulatory framework (ICOBS, Consumer Duty, GDPR for DSARs).
3
Compliance screening applied
Every draft is checked for regulatory accuracy, non-reliance framing, ICOBS obligations and anything requiring senior sign-off.
4
Flagged draft delivered
The output includes the draft communication and a requires-senior-review section listing anything that must be checked before the communication is sent.

System integrations

Reach connects to your email and communication systems via API. Output can be delivered as a draft in Outlook, as a structured document or via webhook to your case management system.

Integration roadmap — speak to us about your target system.

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