AI-Agents for Financial Advisors working with Microsoft Office 365
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 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 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 toolsFlag 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.
7 toolsFollow up with referred prospects about the need they shared.
Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.
6 toolsPut flagged client appointments on the calendar with a review link.
Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.
5 toolsGive flagged client emails a clear action and a task due tomorrow.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsConfirm client meetings only when the booking matches their email.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
5 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
