AI-Agents for Financial Advisors in Evidence Checking
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Prepare unsent replies to personal referrals with contact context.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsCheck client appointment confirmations and draft replies about conflicts.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
5 toolsRank consented advice requests by timing for client follow-up.
Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.
22 toolsDraft cautious client replies without making new commitments.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
