Context-aware agent platform for wealth management
Mavericks.AI — wealth managers and investment advisors
Problem
Advisors lose hours every week writing up meetings and reassembling client context scattered across WhatsApp voice notes, transcripts, and financial feeds.
What I built
An end-to-end platform that ingests unstructured data, runs automated analytics pipelines, and serves context-aware agents for real-time advisor support. Calendar-integrated agents join scheduled meetings on their own via Recall.ai, record, and trigger webhook-driven async processing. The engineering core: the agent is wired into every backend route through a monorepo with an automatic integration generator, plus a query-structuring layer on top. Pagination, summarisation, and structured tools give the model clean inputs and outputs. It is not a dump of the system into context — it is structured, real-time digestion of the system's data.
How the platform digests context
// unstructured in, structured outA · Sources
- WhatsApp voice notes
- Meeting transcripts
- Financial feeds
scattered · unread · unlabelled
B · Ingest
calendar-triggered
Agents join the scheduled meeting on their own via Recall.ai and record it.
webhook → async queue
processing off the request path
C · Structured layer
monorepo
automatic integration generator · every backend route
- GET tool
- GET tool
- GET tool
- POST tool
…generated, not hand-wired
query-structuring layer
pagination · summarisation · structured tools
clean inputs and outputs for the model
D · Agents in the product
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Meeting analysis
Agents join the scheduled call on their own, record it, and turn the transcript into client insights and CRM action items.
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WhatsApp conversation analysis
Voice notes and client threads are ingested and digested into structured context instead of sitting unread in a chat history.
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In-product advisor support
Agents answer inside the platform with real-time, structured access to every backend route — queries, pagination and tools, not a context dump.
-
Relationship briefings
Before each meeting, a briefing on the client and the relationship: what moved, what was said, and what is still open since the last interaction.
→ Advisor 3–4 insights and CRM items per meeting ~6–7 h of write-up saved a week context arrives digested, not dumped
Stack
LangGraph · LangChain · Python · FastAPI · TypeScript · Next.js · PostgreSQL · MongoDB · Recall.ai · Docker · GCP · LangSmith · LangFuse
Result
3–4 client insights and CRM action items generated per meeting, saving an active advisor an estimated full workday a week (~6–7 h) of manual write-up.