Intelligent automation for
forward-thinking advisers
Financial advisers spend countless hours on administrative tasks, pulling them away from what truly matters - providing expert advice to clients.We're building a suite of intelligent automation tools to transform how you manage your practice.
Release Timeline
Automated Social Media Posting
Our first release tackles one of the most time-consuming challenges: social media.
- Intelligent AI that understands the nuances of financial planning.
- Brand-consistent messaging that saves hours of manual work.
- Every message accurately discusses your services and your values.
- Compliance-aware content that speaks directly to your clients.
- 10x more cost-effective than expensive in-house marketing teams or outsourcing.
Long-Form Content Creator
Long-form blog articles are a critical component to increasing your Google ranking and creating a database of helpful information for your clients. Like everything though, these take time to write. With our automated solution:
- Have your own AI Agent that is aware of current talking points in the industry.
- Automatically create opinion pieces that accurately portray your own beliefs.
- Share your opinion on matters right when it happens.
- Expand your reach and build a library of useful information for prospects and clients alike.
- Save money on expensive copywriters.
Ultimate Email AI Agent
On average 28% of our working day is spent writing emails. This is an incredible amount of hours, which could be far better spent elsewhere. That is why we are creating the ultimate email agent which can:
- Automatically answer questions from existing clients.
- Answer questions asked by team members.
- Respond to prospects by tapping into your personal library of information.
- Send policy-related updates.
Automated Annual Review Booking
Following on from the email agent, we want all your clients' meetings to be booked in, on time, without any effort. Our automated annual review booking system will:
- Read your back-office system and automatically email any client whose annual review is approaching.
- Automatically add a link to book a meeting that fits in with your schedule.
- Automatically send chaser emails to clients who do not book their meetings.
- If a client still does not book one in, an email or text message can be sent to you, or a team member, to prompt them to give them a call.
This system can also be used for any other time-specific requirements.
Automated File Naming and Storage
With so many policy providers and so many documents, keeping them all organised takes real dedication. We want to completely remove that burden with a system that will:
- Use a strict naming convention to rename every policy-related document.
- Organise them using a strict folder structure.
If you’ve never used a system with a strict file naming convention, you’ll be amazed at just how useful it is. You don’t even know where it’s saved if you know the exact search term you need to find it.
Unique Newsletters per Client
Newsletters can be a bit tricky in financial planning, as sharing broad information that applies to everyone is not often the most useful. By leveraging your client's data, you can send every client a bespoke newsletter that’s tailored to them.
And many more...
Stay Ahead of the Curve
Be the first to transform your administrative workflow. Join our waitlist and be part of the future of financial planning automation.
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