Prospect outreach, client onboarding, quarterly review scheduling, and billing automation — all handled without expanding your team.
ROI: Replaces a client service associate ($50K–$65K/yr). Reduces advisor admin time by 10+ hours/week. Enables each advisor to manage 25–40% more AUM relationships without sacrificing service quality.
Mission Control Snapshot
Your deployment includes specialized agents, defined handoffs, and a real-time operator view of current workflows.
What We Automate
These aren't generic workflows. Every automation below is built specifically for how Financial Services businesses operate.
Your BD agent scrapes LinkedIn for high-net-worth professionals — doctors, attorneys, business owners — and executes personalized outreach referencing specific financial milestones like recent business exits or approaching retirement timelines.
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When an engagement letter is signed, your onboarding agent immediately sends the full KYC and financial questionnaire kit via DocuSign, tracks daily document submissions, and notifies the advisor the moment onboarding is complete.
Includes
Your tax agent manages the complete document collection process — opening the client portal, sending the checklist, following up weekly on missing items, and delivering signed returns with organized filing in ShareFile or Dropbox.
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Your retention agent sends prep emails with performance summaries before each quarterly review, confirms the meeting, sends post-meeting action item summaries, and books the next quarter's review automatically.
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At key client milestones, your growth agent sends referral requests with trackable links, handwritten notes via the Handwrytten API, and gift cards. Monthly retainer invoices are automatically sent with Stripe payment links.
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AI Team Structure
Each agent has a defined role, specific capabilities, and clear success metrics — working in concert to cover your entire operation.
Runs LinkedIn and referral-based prospecting. Manages outreach sequences. Qualifies and books discovery calls.
Manages client onboarding workflows. Tracks document collection. Sends reminders. Notifies advisor at completion.
Handles routine client requests (statements, tax docs, account changes). Answers FAQ via secure messaging.
Manages quarterly review scheduling. Tracks client satisfaction. Runs anniversary and referral campaigns.
Watches for regulatory changes. Generates client alert summaries. Flags needed strategy reviews.
Agent Communication Flow
Integration Stack
Your AI workforce integrates with the platforms your Financial Services business already runs on. No rip-and-replace required.
Need a custom integration? If your business runs on proprietary systems or internal tools, we build custom integrations to any API, webhook, or database. Talk to our engineering team →
Real Examples
Real-world prompts your agents process daily — automatically, 24/7.
"Dr. Sarah Chen, cardiologist, just sold her practice for $2.1M. Find her LinkedIn, build a personalized outreach message, and add to our HNW sequence."
"Client Michael Torres hasn't submitted his tax documents and it's week 3 of the season. Send a firm but respectful follow-up."
"Q2 reviews are due. Send all 47 clients a pre-meeting performance summary and book 30-minute review calls for next week."
Request a demo tailored to your industry. We'll show you real workflows, real integrations, and real outcomes from companies like yours.