Wheelhouse
Introducing AI that knows how to make your business grow.

WHEELHOUSE isn’t a mindless content machine. It’s a powerful strategic AI platform for financial services and other regulated industries.

What's in your WHEELHOUSE?

The answer is: Exactly the insights, data and automation you need so you can:

  • Drive new fund flows
  • Increase model portfolio AUM
  • Improve client retention
  • Increase sales leads
  • Rapidly respond to market events
  • Accelerate pipeline
Under the hood: the core AI engine

The WHEELHOUSE core AI engine creates a shared strategic foundation, ensuring every campaign, asset and touchpoint aligns with your goals and supports topline growth.

  • Strategically aligned
    WHEELHOUSE is fine-tuned to your specific business goals, selling strategy and market dynamics. So it supports your growth priorities and competitive differentiators.
  • On-brand and compliant
    WHEELHOUSE applies your brand and embeds legal standards and guidelines into workflows. So every message created meets your firm's requirements.
  • Always on
    WHEELHOUSE consistently monitors market shifts, competitor moves and other signals and can adapt strategy and outputs in real time.
WHEELHOUSE Core AI Engine
Solutions for every sales, marketing and communications use case

The core AI engine powers a wide range of solutions across channels and endpoints, ensuring cohesive sales, marketing and communications campaigns and experiences across the customer lifecycle. Sample use cases:

WHEELHOUSE Core AI Engine
  • Accelerate growth
    Shorten sales cycles and improve conversion rates through AI and automation.
  • Increase efficiency
    Transform sales and marketing without sacrificing impact.
  • Be hyper-relevant
    Give customers precisely the content they need, exactly when they need it.
Implementation modules ready to work 24x7

Complementing the core AI engine is an array of implementation modules configured with the expertise and functionality needed to execute campaigns, messaging and other content. For example, the sales enablement module can deliver targeted product updates, annual renewal campaigns, personalized sales pitches, tailored nurture campaigns and more.

Let's get to work. Here's how

We offer three flexible engagement models:

  • Managed service
    We build and run your Wheelhouse system, delivering outputs directly into your MarCom stack.
  • Delivered project
    We build Wheelhouse on your GenAI platform and plug it into your internal workflows.
  • Agency model
    As your strategic partner, we use Wheelhouse to lead and execute campaigns.
All include strategy, system integration and custom implementation modules. So however we work together,
you’ll have the platform and the tools to create highly relevant sales, marketing and communications faster and more effectively than ever before.
The right product – and team – to make AI work for your business
AI is powerful – but it’s still just a tool. With WHEELHOUSE, that tool comes with the proven marketing and communications expertise of BlackMoss AI and VShift, industry veterans with decades of experience helping financial services firms go to market, build customer loyalty and grow AUM.