AI-Agents for Financial Advisors working with Chatwork
Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.
Draft Introduction Replies
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.
Works with
24 tools
24 tools
Send Sales Follow-Up Emails
Invite interested prospects to talk about their financial inquiry.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Works with
12 tools
12 tools
Draft Email Replies
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
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