Colby V2 is a complete rebuild of our AI assistant for asset management distribution teams, featuring deep Salesforce integration, a redesigned chat experience, and a new Chrome extension that works where you do.
Salesforce Integration
- Connect Colby directly to your Salesforce environment with our new secure authentication flow
- Pull client data, activity history, and account details into your conversations automatically
- Upgraded to Salesforce's latest external client architecture for improved reliability and security
Chrome Extension
- Access Colby from any browser tab without switching between applications
- Persistent sessions keep you logged in across page navigations and browser refreshes
- One-click Salesforce login connects your CRM data in seconds
Smarter Conversations
- Real-time streaming responses so you see answers as they're generated
- Built-in web search lets Colby find and reference current market data and public information
- Rich text formatting with support for tables, lists, and structured data in responses
Compliance & Research Tools
- Automated FINRA BrokerCheck lookups to surface advisor registration and disclosure history
- Review data directly within the assistant to prepare for client meetings and due diligence