AI-Agents for Financial Advisors in Request Intake working with Microsoft Exchange
Check requests, collect missing files, open approval tasks. 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 updated invitations for changed video appointments.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
25 toolsTell 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.
10 toolsAdd 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.
5 tools
