Client Service Agents

40 agents to automate client service workflows for your RIA.

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All Client Service Agents

ACAT Transfer Initiator

Coming Soon

Client Service › Onboarding

Initiates ACAT transfer requests

Account Alert Sender

Coming Soon

Client Service › Communication

Sends account-related alerts to clients

Account Application Preparer

Coming Soon

Client Service › Onboarding

Prepares custodian account applications

Action Item Extractor

Coming Soon

Client Service › Meeting Documentation

Extracts action items from meetings

Activity Logger

Coming Soon

Client Service › CRM

Logs client activities and touchpoints

Anniversary Reminder

Coming Soon

Client Service › Communication

Sends client anniversary reminders

Beneficiary Collector

Coming Soon

Client Service › Onboarding

Collects beneficiary designations

Beneficiary Review Alerter

Coming Soon

Client Service › Meeting Prep

Alerts if beneficiary review needed

Birthday Reminder

Coming Soon

Client Service › Communication

Sends birthday reminders/greetings

Contact Update Validator

Coming Soon

Client Service › CRM

Validates contact information updates

CRM Data Deduplicator

Coming Soon

Client Service › CRM

Identifies and merges duplicate records

CRM Data Enricher

Coming Soon

Client Service › CRM

Enriches CRM data from external sources

CRM Data Enterer

Coming Soon

Client Service › CRM

Enters data into CRM from various sources

CRM Note Logger

Coming Soon

Client Service › Meeting Documentation

Logs meeting notes to CRM

CRM Record Creator

Coming Soon

Client Service › Onboarding

Creates client record in CRM

Data Quality Auditor

Coming Soon

Client Service › CRM

Audits CRM data quality

DocuSign Coordinator

Coming Soon

Client Service › Onboarding

Coordinates e-signature workflows

Financial Plan Snapshotter

Coming Soon

Client Service › Reporting

Creates financial plan snapshot for reports

Financial Plan Status Checker

Coming Soon

Client Service › Meeting Prep

Checks financial plan status and updates

Follow-Up Email Drafter

Coming Soon

Client Service › Meeting Documentation

Drafts post-meeting follow-up emails

IPS Generator

Coming Soon

Client Service › Onboarding

Generates Investment Policy Statement

KYC Document Gatherer

Coming Soon

Client Service › Onboarding

Gathers KYC documents from clients

Life Event Congratulator

Coming Soon

Client Service › Communication

Sends congratulations for life events

Life Event Detector

Coming Soon

Client Service › Meeting Prep

Detects potential life events from data

Market Commentary Inserter

Coming Soon

Client Service › Reporting

Inserts market commentary into reports

Market Update Sender

Coming Soon

Client Service › Communication

Sends market updates to clients

Meeting Agenda Generator

Coming Soon

Client Service › Meeting Prep

Generates personalized meeting agenda

Meeting Data Aggregator

Coming Soon

Client Service › Meeting Prep

Aggregates data for client review meetings

Meeting Notes Summarizer

Coming Soon

Client Service › Meeting Documentation

Summarizes meeting notes

Meeting Transcriber

Coming Soon

Client Service › Meeting Documentation

Transcribes client meeting recordings

Performance Summary Generator

Coming Soon

Client Service › Meeting Prep

Generates performance summary for meetings

Prospect Data Collector

Coming Soon

Client Service › Onboarding

Collects prospect data from intake forms

Quarterly Report Assembler

Coming Soon

Client Service › Reporting

Assembles quarterly client report packages

Relationship Mapper

Coming Soon

Client Service › CRM

Maps household and professional relationships

Report Acknowledgment Tracker

Coming Soon

Client Service › Reporting

Tracks client report acknowledgments

Report Deliverer

Coming Soon

Client Service › Reporting

Delivers reports via preferred channel

Risk Profile Scorer

Coming Soon

Client Service › Onboarding

Scores client risk tolerance

Talking Points Suggester

Coming Soon

Client Service › Meeting Prep

Suggests talking points based on client situation

Transfer Status Tracker

Coming Soon

Client Service › Onboarding

Tracks ACAT transfer status

Welcome Sequence Sender

Coming Soon

Client Service › Onboarding

Sends new client welcome sequence