AI-Agents for Financial Advisors working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
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 toolsPrepare 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.
24 toolsIntroduce referred prospects based on their stated need and log the email.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
20 toolsSend clients a birthday email and log each successful send.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 toolsInvite 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.
12 toolsEmail referred prospects after checking their contact history.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
9 tools
