Recall.IQ is an AI agent for financial advisors that remembers client context and lets advisors govern that memory. It prepares meeting briefs and follow-up tasks from meeting notes and bank policies, checks loan eligibility with fixed rules, and learns new facts that change its next advice. Every memory has role-based access and a version history, and can expire. Memories can be corrected or forgotten, and every change is recorded in a tamper-evident audit log. Built with MongoDB Atlas, Vector Search, Voyage AI, and OpenAI.
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