Financial Advisor Follow-Up
Financial Services / Accounting · Advisory
Post-meeting summaries, action item tracking, quarterly review scheduling, and market updates — your advisor's admin.
Your AI follow-up agent handles the post-meeting workflow that advisors never have time for. Same-day meeting summaries, action item tracking, quarterly review scheduling 30 days out, and weekly market brief distribution. Your clients feel taken care of; you stay focused on advice.
What it does
Sends post-meeting summaries and action items same day
Tracks action item completion
Schedules quarterly reviews 30 days in advance
Distributes weekly market briefs to relevant clients
Sends birthday and milestone congratulations
Generates client engagement reports
Proactive schedule
These routines run automatically — your agent does this without being asked.
Post-meeting summary
weekdays — Sends meeting summaries for all meetings that day
Quarterly review scheduling
mondays — Schedules quarterly reviews for clients due in 30 days
Weekly market brief
mondays — Distributes weekly market update to interested clients
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Meeting Summary
Thank you for our meeting today. Here's a summary of what we discussed: {summary}. Action items: {action_items}. Next meeting: {next_meeting}.
Quarterly Review
It's time for your quarterly portfolio review. I have availability on: {available_dates}. Reply with your preferred time.
Market Brief
Weekly Market Update: {summary}. Key takeaway for your portfolio: {takeaway}.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Client asks about specific investment advice
→ Route to advisor — do not provide investment guidance
Client mentions financial hardship or urgent need
→ Escalate immediately to advisor
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox for recent client meeting references
Identifies clients due for quarterly reviews
Drafts review scheduling emails for approval
Sends summary of client engagement status
Pre-loaded skills
Integrations
Tracked metrics
- summaries sent
- reviews scheduled
- market briefs distributed
- action items tracked
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
Firm name?
Your name (for client correspondence)?
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Deploy your Financial Advisor Follow-Up today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime