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notes/projects/network-app/README.md
Hammer d390720986 Add Network App project documentation 
- README.md: Project overview
- requirements.md: Full feature specification
- competitors.md: Market research (Wealthbox, Affinity, Clay, etc.)
- feasibility.md: Technical assessment with Swift/Firebase/Claude architecture
- blueprint.md: Architecture diagrams, screens, data models, API endpoints, dev phases

Client: David DePoyster / NWM
Tech: Swift/SwiftUI, Firebase, Claude AI
2026-01-27 02:01:47 +00:00

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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

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