What an AI agent does for a financial planning practice.
Five jobs that keep advisors in front of clients and out of the phone queue. Pick one to see how it works, step by step, with an example call.
Retirement discovery meetings booked
New callers asking "are we on track?" get a discovery meeting with their goals and accounts noted.
See how it works →02InboundWithdrawal and trade requests put through to the advisor's assistant
A client asking to move money or place a trade goes straight to the advisor's assistant, never a voicemail.
See how it works →03OutboundAnnual review meetings booked from the client list
Calls every household due for its yearly review, books it and asks what's changed.
See how it works →04OutboundRRSP season calls to flagged clients
In January and February, calls the clients advisors flagged for a contribution and books a quick call.
See how it works →05InboundBereavements and life changes sent to the advisor
A death, a diagnosis, a job loss or a windfall gets the advisor on the line, gently and fast.
See how it works →One couple, twenty years of planning
How the five fit together, from the first "are we on track?" to the call nobody wants to make.
- 1"Are we on track?"Retirement discovery meetings booked
- 2Review booked each springAnnual review meetings booked from the client list
- 3RRSP top-up before the dateRRSP season calls to flagged clients
- 4Needs money for a roofWithdrawal and trade requests put through to the advisor's assistant
- 5A spouse passesBereavements and life changes sent to the advisor
More in legal, finance and professional
Every business below has its own use cases.
Hear it as your business
Request a demo call and the agent phones you, set up for financial planners like yours.