AI-Agents for Financial Services working with Sender
Capture leads and turn them into loyal customers through Sender, the easy and affordable email & SMS platform.
Flag repeat client complaints and send their follow-up dates to the owner.
Keep your customer complaint sheet clear on what needs attention, with due dates on urgent cases and a short follow-up email for the owner.
28 toolsEscalate a client's account question with only approved chat details.
Get a focused question in a private group chat and the handoff link in your inbox when a customer chat needs a teammate's judgment.
32 toolsBook new client prospects into the assigned adviser's calendar.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
33 toolsDelete approved chat posts exposing confidential client details.
Your privacy team gets a clear answer when a reported Teams chat message needs removal, with the result recorded and emailed to the reviewer.
26 toolsSchedule 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.
29 toolsCorrect video links in client appointment invitations.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
25 toolsFlag missing finance reviewers on promotion raises under pay approval rules.
See whether a promotion has the finance reviewer your pay rules require, with a verdict on the card and an email to your People Ops lead.
24 toolsFlag changes in watched regulatory notices for compliance review.
See what's new across the website sections you watch, with a table of listings and an email that flags changes or pages needing a closer look.
32 toolsEmail referred prospects about their stated financial needs and log the contact.
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 toolsDraft replies to customer account emails for the responsible person to approve.
Your chosen approver gets a proposed reply beside the customer's message, ready to review before anyone answers.
24 toolsSend clients birthday greetings from their advisor.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 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 tools
