About AlterContacts
AlterContacts is a voice-first pocket agent for advisors, brokers and consultants whose client book has outgrown what their own memory can hold. You talk after an appointment, or transcribe the whole thing live, and it keeps track of what was said, what was promised and who needs attention today.
Where this started
“I do a bi-weekly scroll of my WhatsApp to see anything I missed out. And I still miss out stuff. At my level.”
Financial advisor and agency leader, nine years in · Singapore
This is a senior advisor with a full book, describing his actual system. We heard a version of it from almost every one of the 26 advisors we sat with before building this. Everyone started by telling us they had a great memory, then went on to describe the occasions they had lost track of something small, either because it was never written down or because it was too much trouble to find again.
What we noticed
Every advisor had a system. Every system leaked.
The systems were improvised and they were clever.
- WhatsApp as a diary.
- A client’s name saved with a note in square brackets after it.
- A voice memo recorded in the car.
- A spreadsheet copied so many times it exists in eleven versions.
- A physical notebook with scribbles that sometimes don’t make sense.
What every system shared was a gap between the moment something was said and the moment it was needed. A client mentions in passing that her daughter starts university in September. The advisor hears it, means to act on it, and it gets recorded somewhere unsearchable. Three months later the moment to check in arrives, and nothing happens.
Now multiply this by 200 clients and the advisor has a serious problem. Between meeting clients and drafting policy proposals there is no time left to think about a better workflow: capturing every detail about each client, sieving the insights out of that context, and having those insights surface at the right moment. The hardest part was knowing, on a given Tuesday morning, which of 200 people needed them that day and why.
What we built
A pocket agent that keeps track of your clients.
Talk about a client and AlterContacts does the filing. Thirty seconds in the car after a meeting, or the whole appointment recorded with the client’s okay: either way, what was said lands on the right person’s card. The facts, the promise you made, the thing they mentioned in passing. Every client profile stays alive, and each morning the app shows you who needs attention today and why. When a follow-up is due it drafts the message. You read it, change it, and send it yourself.
It works on the book you already have and the tools you already use. Connect Gmail, Google Calendar or Notion and the details buried in there get filed to the same card. Already use a notetaker? Its transcript goes in the same way. Nothing to type, nothing to maintain, and you never lose track of what matters.
The people
Six of us, in two countries.
Singapore is where the advisors are, so that is where Jonas sits: in the interviews, on the feedback calls, and in the support thread when something breaks. Beijing is where the product gets built, by five people who have spent their careers on apps used by millions and now spend them on one built for advisors who expect the same polish. The interview corpus is what joins the two cities: 26 advisors on record, so Beijing builds from what advisors actually said, and Singapore is the one who has to go back and face them.
Jonas
Singapore · CMO
Growth at Circles.Life, Razer Gold, and Bondee.
Fourier
Beijing · CEO
Ex-WeChat Open Platform PM, led Bondee to #1 on the App Store in 7 countries.
Ben
Beijing · CTO
Serial founder, built the Wall-E social agent framework.
Hom
Beijing · Product design
Ex-WeChat Mini Programs lead designer.
Oliver
Beijing · Backend SWE
Backend for Yidian’s news feed and Bondee’s innovation projects.
Diz
Beijing · Frontend SWE
Front end at Bondee, then Sensebeing. iOS and Mini Programs.
Alter
The agent has a face. Two, actually.
Alter is the crab, and she is the voice of the thing itself. You will meet her in the app, on our Instagram and on the App Store, and she comes in two versions that are the same character drawn for different jobs.
The mark
Flat · geometric · one colour
The character
Marker on paper · empty eyes · never centred
What it does not do
What it deliberately does not do.
Being clear about the limits is part of being trusted with a client book. AlterContacts organises context that you supply or connect, and leaves every decision with you.
- 01It does not replace your firm’s CRM, transaction system, supervision workflow or required archive. It sits alongside them.
- 02It does not contact clients. Every follow-up stays a draft until you send it.
- 03It does not join or listen to meetings on its own. Recording an appointment is something you do, on your phone, with the client’s okay. Or you speak afterwards, in your own words.
- 04It does not give financial or insurance advice, and it is no substitute for your compliance process.
Where your data lives
Six of the first eleven advisors raised data protection before we did.
So this gets its own heading. Everything AlterContacts knows about a client came from you: what you said, or a source you chose to connect. It is kept in isolation, one client’s data separate from the next, encrypted in transit and at rest. The AI that reads it works on a no-retention, no-training basis, so nothing a client tells you is stored by the model or used to make it smarter. And nothing leaves as a message to anyone unless you send it.
You are the data controller, and we act like it. Ask for anything to be deleted, at any point, and all of it goes. If your firm needs one, we sign a data processing agreement covering cross-border safeguards, breach notification and deletion, so you stay covered on your side. As further guarantees are cleared, they get written here.
Built with
26 advisors in Singapore.
Tied and independent, one year in to nine, books of twenty to several hundred. They gave us their systems, their workarounds and their language, and most of what the app does exists because one of them described needing it. Here are some examples:
Greg
1 yr advisor · Singapore
“I don’t have a system that in three months’ time this thing will pop out.”
Sidrah
3 yr advisor · Singapore
“Before the appointment I forgot what I discussed, so I have to text them: what did we talk about?”
Zac
3 yr advisor, non-tied · Singapore
“I have a billion sheets all over the place that are re-iterations of the same sheet.”
Ryan
2nd-gen family practice · Singapore
“A day that you don’t text is a day that you don’t get sales.”
Brian
Agency leader · Singapore
“I need a brain, not a task manager.”
Edward
9 yr advisor & agency leader · Singapore
“My time management will break first. The problem with too many clients is you don’t know when and who to review what.”
Where it stands
In early access, with a founding cohort.
AlterContacts is in early access. A founding cohort of advisors is using it on real books through TestFlight, and what they tell us goes straight back into the build; several things in the app exist because one of them asked for it on a call. The App Store listing is up in Singapore and the United States, and it stays quiet until the cohort has lived with the app long enough for us to trust it in front of everyone.
If you are an advisor using the app and something is wrong, tell us. That is how we make a better product.
AlterContacts is made by SENSEBEING TECHNOLOGY PTE. LTD., a Singapore company, and belongs to the (ü)ALTER family of AI agents for independent experts. The idea underneath all of it is older than the company: build tools that amplify a person’s own judgement. The advisor stays the advisor.
Questions
Questions.
01What is AlterContacts?
A voice-first pocket agent for people whose work runs on long-term client relationships. You talk for thirty seconds after a conversation; it keeps track of what was said against the right person, and surfaces who needs attention next with the reason attached.
02Who is it for?
Wealth and financial advisors, insurance brokers, consultants and other professionals with an established book, at the point where retention and referrals matter more than cold acquisition and the client count has passed what anyone can hold in their head.
03Is it a CRM?
It sits alongside whatever system of record you already use. A CRM stores fields you have to maintain; AlterContacts keeps the reason attached to the reminder, so the next conversation continues rather than restarts.
04Does it record my meetings?
Only if you want it to. Nothing joins your calls or listens in on its own. If you want the whole appointment captured, you record it on your phone, with the client’s okay, and it goes into the client’s record the same way a voice note does. If you already use a notetaker, its transcript can be an input too.
05Does it replace my notebook?
Keep it. Anything you write down you will remember. The app is for the things that never made it to the page.
06Who builds it?
SENSEBEING TECHNOLOGY PTE. LTD., a Singapore company. AlterContacts is part of the (ü)ALTER family of AI agents for independent experts. Support is at support@sensebeing.ai.
07Why do I see both AlterContacts and Alter Contacts?
AlterContacts, one word, is the name. The App Store lists it as Alter Contacts: Client Notes because Apple splits search terms on spaces. Both refer to the same product.
08Are you related to AlterContacts.org?
AlterContacts.org is an unrelated Netherlands-based sustainability organisation. Different owners, different purpose, no affiliation.
09How do I get it?
It is in early access. Request a place through the form on this site and we will come back to you; a founding cohort is using it through TestFlight now. The App Store listing is up in Singapore and the United States, and we open it wider once the cohort has lived with the app long enough.
Access
Built for established advisors
We're inviting a small group of wealth, insurance, and financial advisors — people with a real book of clients worth protecting — to shape the private beta and get Alter Contacts first.
Free
- Early access to Alter Contacts
- Feedback taken very seriously
- Free usage throughout build phase
- Secure possible founder pricing
- A direct line to the team