Stop Chasing Client Updates Manually
Easily check in with clients for financial status changes—no more endless follow-ups.
Manually reaching out to every client for status updates eats into your day and distracts from higher-value work. It’s tedious, repetitive, and easy to miss important changes that impact your advice.
The hidden cost
What this is really costing you
Staying on top of every client’s financial status means constant outreach, tracking, and logging updates. It’s a time-consuming process that pulls you away from strategic planning and client service. Missing or delaying these check-ins can lead to outdated advice and missed opportunities.
Time wasted
1.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,610/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing this manually, you’ll spend hours on repetitive outreach, risk missing critical financial changes, and struggle to provide timely, relevant advice to your clients.
Return on investment
The math speaks for itself
Today — without agent
1.8 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,030/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Quarterly Status Updates
You ask your agent to draft personalized check-in emails for all clients to review any changes in their financial situation.
After Major Life Events
You ask your agent to help you quickly reach out to clients who recently experienced a significant event, ensuring their plans are up to date.
Annual Review Prep
You ask your agent to summarize the latest client responses so you’re prepared for annual meetings.
Tracking Unresponsive Clients
You ask your agent to list clients who haven’t replied, so you can prioritize follow-up.
How to hire your agent
Connect your tools
Link your financial planning, client data, and document management tools to streamline information gathering.
Tell your agent what you need
Type: “Draft check-in messages for my clients to ask about any recent changes in their financial status.”
Agent gets it done
The agent prepares personalized outreach drafts, summarizes responses, and organizes client updates for your review.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Draft Personalized Client Check-In Messages
The agent crafts tailored outreach messages for each client, ready for your review and sending.
Summarize Client Responses
It reviews client replies and highlights key changes in their financial status for you.
Update Client Notes
The agent organizes and drafts notes based on new information, ready for you to add to your records.
Prepare Follow-Up Recommendations
Based on client updates, the agent drafts suggested next steps for your review.
Track Outreach Progress
Keeps an organized summary of which clients have been contacted and who still needs a check-in.
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