AI Follow-up for Wealth Management. Onboarding paperwork chased until the last signature arrives.
AI Follow-up runs the sequences an advisory firm sends by hand today: the document list after a first meeting, the transfer form still missing a signature, the prospect who went quiet after the proposal, the reminder before an annual review. Steps are written with you from your approved wording, consent rules apply, and a reply stops the sequence and alerts the advisor or associate.
TRY AI FOLLOW-UP FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“After first meetings, send the document list, then remind twice for anything missing.”
Lisa“Done: after a first meeting the document list goes out, with two reminders for missing items. Stop when operations marks the file complete?”
Any setting, in any module · applied only on your yes
How Wealth Management use it
After a first meeting, the prospect gets the onboarding document list, then two reminders for the missing beneficiary form.
A prospect who has not answered the engagement proposal hears from the firm after a week and again after three weeks.
A client replies to a review reminder asking about a large withdrawal; the sequence stops and the advisor is alerted.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Sequences after a lead, a demo, a quote, a booking, by stage
- Presets suggested from your knowledge; the AI writes and tunes the steps with you
- A reply stops the sequence and alerts the owner; consent rules respected
- Templates in the customer's language; every touch on the customer's record
- Deliverability report: bounces, complaints, engagement
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Follow-up does, for every business ›
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Questions & answers
AI Follow-up for Wealth Management: questions & answers
Can an AI chase onboarding paperwork for a financial advisor?
Yes. A sequence sends the document list after the first meeting and reminds the client about missing forms on your schedule. A reply stops it, and any question goes to the associate who owns the onboarding.
Will clients receive follow-ups after they ask to stop?
No. Consent rules apply to every sequence, and an opt-out is honored and recorded on the household record, where compliance can see it.
Who writes the client follow-up wording?
The AI suggests steps from your knowledge and writes them with you, and your compliance officer can approve the wording before anything is sent. Templates go out in each client's language.
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Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›
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Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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