AI-Agents for Financial Advisors in Request Intake working with Google Calendar
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Manage Client Appointments
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 with
29 tools
29 tools
Add Video Meeting Links
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 with
5 tools
5 tools
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