Hammer
d390720986
- 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
55 lines
1.9 KiB
Markdown
55 lines
1.9 KiB
Markdown
# The Network App
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**Client:** David DePoyster
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**Company:** NWM (Wealth Management Firm)
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**Status:** Planning Phase
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**Last Updated:** 2025-06-26
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## Overview
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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.
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## Problem Statement
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Wealth managers juggling 100+ high-net-worth clients struggle to:
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- Remember personal details (interests, family, preferences)
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- Send timely, personalized communications
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- Identify networking opportunities between clients
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- Track important dates (birthdays, anniversaries)
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- Maintain GDPR/HIPAA compliance while staying personal
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## Solution
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A mobile-first CRM that uses AI (Claude) to:
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1. **Enrich client profiles** with deep personal context
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2. **Generate personalized communications** that feel authentic
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3. **Match clients** who would benefit from knowing each other
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4. **Automate thoughtful touches** for important dates
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5. **Ensure compliance** with financial industry regulations
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## Key Differentiators
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- **Relationship-first design** vs transaction-tracking
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- **AI-powered introductions** connecting clients meaningfully
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- **Mobile-native** for advisors on the go
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- **Compliance-built-in** for wealth management industry
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## Tech Stack
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- **Frontend:** Swift/SwiftUI (iOS)
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- **Backend:** Firebase (Firestore, Auth, Functions)
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- **AI:** Claude API (Anthropic)
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- **Initial Scale:** 100+ clients
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## Project Documents
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- [Requirements](./requirements.md) - Full feature specification
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- [Competitors](./competitors.md) - Market research and analysis
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- [Feasibility](./feasibility.md) - Technical assessment
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- [Blueprint](./blueprint.md) - Architecture and development plan
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## Contact
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- **Client:** David DePoyster (depoyster1@me.com)
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- **Developer:** Donovan Kelly (donovan.a.kelly@pm.me)
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