AI-Agents for Financial Advisors working with Sender
Capture leads and turn them into loyal customers through Sender, the easy and affordable email & SMS platform.
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 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 tools
