AI-Agents for Financial Advisors working with Microsoft Exchange

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

Flag client review invitations that overlap scheduled appointments.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools

Check client appointment confirmations and draft replies about conflicts.

Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.

Works with5 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