London, UK – 5 February 2026 - Point, the Investment Data Intelligence (IDI) platform providing critical data infrastructure for wealth and asset managers, today announced the launch of Int Briefing, a deterministic AI capability that transforms reconciled investment, client, and market data into clear, user-ready narratives in seconds.
The first release of Int Briefing is designed specifically for relationship managers, helping them prepare for client meetings with unprecedented speed, clarity, and confidence. Point will expand Int Briefing across the business in subsequent releases, delivering tailored versions for C-suite leaders, CIOs, investment teams, operations, and other intelligence-driven users who require instant access to accurate, contextual insights.
Int Briefing replaces the manual, fragmented preparation that dominates pre-meeting workflows. Instead of assembling data from multiple systems, reconciling spreadsheets and drafting commentary, teams can now generate a consistently structured, intelligence-led brief at the touch of a button, allowing them to shift their time from compilation to conversation.
Built on Point’s secure, permissioned, AI-ready data foundation, every Int Briefing output is derived from verified, reconciled and fully traceable data. The brief is deterministic, compliant and free from the hallucination risks associated with generic AI models, a critical requirement for regulated wealth and asset management firms.
“Our aim is to put intelligence directly into the hands of the people who need it most,” said Tom Williams, CEO of Point. “Relationship managers told us clearly that meeting prep was still a manual, time intensive burden. Int Briefing removes that instantly, and this is just the beginning. We will be extending this capability across the C-suite, investment desks and operations teams so the entire organisation can benefit from immediate, trustworthy intelligence.”
While many AI tools merely assemble or summarise data, Int Briefing goes further, turning data into an intelligence-led, client-focused story. It explains not just ‘what’ has changed in a portfolio, but ‘why’ it matters and how market dynamics shape client outcomes. This narrative-driven approach supports deeper conversations and strengthens long-term client trust, giving relationship managers a decisive advantage in every interaction.
Williams added: “Managers want to deliver high touch client experiences, but most are still stuck in low tech processes. Int Briefing collapses that gap. Hours become seconds. Complexity becomes clarity. This release is a milestone in the shift toward intelligence-led decision making.”
The Int Briefing feature reinforces Point’s mission to help investment managers build modern, data-first operating models, enabling clients to scale, improve decision making, and unlock the full value of their data.
About Point AI
Point AI is Point’s expanding suite of AI-powered capabilities built on the Point IDI platform. From deterministic client-ready briefings, to automated document ingestion and AI-ready data integrations with third party AI applications, Point AI enables real-time, compliant, intelligence driven workflows powered entirely by secure, AI-ready investment data.
About Point
Point is the Investment Data Intelligence (IDI) platform used by wealth and asset managers to power analytics, reporting and AI. The cloud-native platform aggregates, reconciles, and enriches investment, client, and market data, providing firms with the critical data infrastructure needed to build scalable, modern, data-first operating models. Point supports clients across the UK, Switzerland, Europe, the Middle East and the US.
