AI-Agents for Request Intake in Financial Services working with Lofty
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Manage Client Appointments
Schedule client meetings and email the owner today's appointments.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Works with
29 tools
29 tools
Reconcile Lead Ad Inquiries
Reconcile ad inquiries with client leads and flag uncertain matches.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Works with
36 tools
36 tools
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