AI-Agents for Financial Advisors in Intake

Confirm client meetings only when the booking matches their email.

Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.

Works with5 tools

Match a client's meeting purpose to the right advisor link.

Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.

Works with8 tools

Add video links to booked financial planning sessions.

You and your client get the same joining link in the updated invitation for a video appointment.

Works with

Draft 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.

Works with