# The Network App

**Client:** David DePoyster  
**Company:** NWM (Wealth Management Firm)  
**Status:** Planning Phase  
**Last Updated:** 2025-06-26

## Overview

The Network App is an AI-powered CRM mobile application designed specifically for wealth management advisors managing high-net-worth client relationships. Unlike traditional CRMs that focus on transactions, this app emphasizes relationship intelligence and meaningful personal connections.

## Problem Statement

Wealth managers juggling 100+ high-net-worth clients struggle to:
- Remember personal details (interests, family, preferences)
- Send timely, personalized communications
- Identify networking opportunities between clients
- Track important dates (birthdays, anniversaries)
- Maintain GDPR/HIPAA compliance while staying personal

## Solution

A mobile-first CRM that uses AI (Claude) to:
1. **Enrich client profiles** with deep personal context
2. **Generate personalized communications** that feel authentic
3. **Match clients** who would benefit from knowing each other
4. **Automate thoughtful touches** for important dates
5. **Ensure compliance** with financial industry regulations

## Key Differentiators

- **Relationship-first design** vs transaction-tracking
- **AI-powered introductions** connecting clients meaningfully  
- **Mobile-native** for advisors on the go
- **Compliance-built-in** for wealth management industry

## Tech Stack

- **Frontend:** Swift/SwiftUI (iOS)
- **Backend:** Firebase (Firestore, Auth, Functions)
- **AI:** Claude API (Anthropic)
- **Initial Scale:** 100+ clients

## Project Documents

- [Requirements](./requirements.md) - Full feature specification
- [Competitors](./competitors.md) - Market research and analysis
- [Feasibility](./feasibility.md) - Technical assessment
- [Blueprint](./blueprint.md) - Architecture and development plan

## Contact

- **Client:** David DePoyster (depoyster1@me.com)
- **Developer:** Donovan Kelly (donovan.a.kelly@pm.me)