AI-Agents for Financial Advisors in Request Intake

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.

Works with29 tools

Send clients updated invitations for changed video appointments.

Guests get the current video link in their meeting invitation, and you get an email showing what changed.

Works with25 tools

Tell clients who can help while away and flag urgent account emails.

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools

Add video links to client advice meetings and resend invites.

Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.

Works with5 tools

Confirm 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.

Works with

Find open client times for the right appointment type.

Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.

Works with5 tools

Show clients advisory call times during their local hours.

Offer customers call times that suit their local hours, with booking links from your meeting scheduler.

Works with6 tools

Resend current client consultation invites when a client loses the link.

Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.

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