AI-Agents for Financial Advisors in Activity Reporting working with Microsoft Office 365
Audit pages, track rankings, compare traffic. Every one is ready to run, and you can adjust it in plain language.
Book client meetings around existing appointments and confirm changes.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
29 toolsSend clients a birthday email and log each successful send.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 toolsFollow up with referred prospects about the need they shared.
Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.
6 toolsConfirm client meetings and send a calendar invitation.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.
