AI-Agents for Financial Services working with Google Contacts
Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Put client report pages into one PDF in the requested order.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsPrepare personal replies to referrals for the advisor's review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsDraft client answers using approved financial facts for review.
Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.
9 toolsFile signed client agreements with their signing records.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsRoute account data access exceptions to authorized reviewers.
Your exception requests reach the reviewer you choose for each data classification, while requesters can see who has the decision.
29 toolsResume prospect conversations when an advisory deal needs follow-up.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsSend cleared operational incident reports with review deadlines.
Your outside reviewer gets a restricted report link and deadline for the incident review. You get a copy of the request or a clear problem to fix.
6 toolsPut new agreement terms and register discrepancies before reviewers.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
18 toolsImport account data from Excel and report rows with errors.
Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.
25 toolsAnswer policy questions from shared guidance and name the source files.
Your teammates get answers in the same chat conversation, with document names they can check for themselves.
12 toolsCheck hashes from financial system investigations and flag malware.
Get a private file hash verdict in security chat, with detection counts and an alert to your team when a report flags malware.
7 toolsRecord account incidents with provisional impact for review.
Your team gets a PDF incident report to review, and critical cases reach responders according to the severity labels you choose.
7 tools
