Your best expert. In every adviser’s pocket.
Client context, product knowledge, AI assistance and governance in one adviser workspace.
More context before, during and after every client visit.
Proven in production.
Your best expert. In every adviser’s pocket.
A leading luxury retail brandEXIA brings client context, product knowledge, AI assistance and governance into one adviser workspace — briefing teams before each visit, assisting in the moment and preparing follow-up, while every material client decision stays with the adviser.
Read the full case study
Luxury clienteling depends on what an adviser knows — about the client, the product and the moment. EXIA brings that intelligence into one governed workspace, connecting client history, product knowledge, company resources and AI assistance so every adviser can work with the context of the brand’s best experts.
Before a client arrives, EXIA prepares a concise brief with relevant history, preferences and priorities. During the visit, it retrieves grounded knowledge and supports the adviser with personalised recommendations and conversation prompts. Afterward, it prepares follow-up messages and CRM notes while compliance and evidence checks run in the background. The AI does the preparation; the adviser keeps every material decision.
Instead of asking frontline teams to search across systems, remember every detail or draft every follow-up from scratch, EXIA carries the context through the entire client journey — helping advisers spend less time preparing and more time with the client.
EXIA FAQs
Does it replace the adviser’s judgement?
No, and the design fights that. EXIA prepares and suggests; the adviser edits, ignores or overrides. No message sends without them pressing send, and every recommendation shows what it was based on so it can be argued with.
Where does the taste profile come from?
Purchase and visit history, what advisers wrote after previous visits, and vision and language models that extract style preferences from imagery and free text. It resolves onto the brand ontology, so it stays structured rather than becoming a pile of notes.
Are recommendations driven by what we need to sell?
They are driven by fit to the client profile, and the match score is shown so the adviser can see how strong that fit is. Commercial priorities can be expressed as a separate signal, but they do not masquerade as taste.
What happens to the relationship when an adviser leaves?
It stays with the maison. The knowledge that usually lives in one person’s memory — sizes, preferences, what to avoid, what was promised — is held in the client profile, so whoever takes over starts warm.
How does it handle client data and consent?
EXIA inherits the platform’s permissions and evidence trail: an adviser sees the clients they are entitled to see, and every material output is logged with its source, its version and the human decision that followed.
Does it work outside luxury retail?
Yes. The pattern — encode the vertical’s tacit knowledge, then put it in the hand of the person at the point of contact — carries into any advisory setting. The ontology is what changes, not the product.
Screens show illustrative demonstration data, not real patient or client records.
Bring one client your best adviser knows by heart
We encode what they know into the ontology and show you the profile, the script and the message that come out of it — then size what it takes to give that to everyone.
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