# Investment suitability assessment **Use case:** This tool automates the assessment of a persons suitability to different investment approaches. Find out more in our [Case Study](https://rainbird.ai/case-study/killik-co-enhancing-compliance-and-client-experience-with-rainbird/). **End-user:** Investment Manager **Solution:** Rainbird was integrated into a CRM system. At the click of a button, detailed information about a client is sent to Rainbird for scoring. The suitability of each investment approach, complete with an audit trail, is updated in the clients CRM record. **Expertise:** The knowledge map replicates the expertise of an investment manager, unified across the team to ensure high-quality and consistent decisions are given. This considers the clients risk profile, financial circumstances and ability to weather losses amongst other factors. **Data:** Expertise is stored in the knowledge map, client-specific data is injected into Rainbird at runtime. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.rainbird.ai/rainbird/getting-started/use-cases/investment-suitability-assessment.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.