AI employees for financial services

Serve more clients without growing your team

Financial advisors and wealth managers spend hours drafting client reports, market updates, and prospect communications. SendToTeam provides AI employees that handle the drafting — from quarterly portfolio summaries to personalized outreach emails — so you can focus on strategy and client relationships.

Client reporting made efficient

Your AI reporting employee drafts quarterly reviews, market commentary, and portfolio performance summaries. Each report is formatted to your firm's standards and queued for your review before delivery.

• Quarterly portfolio review drafts
• Market commentary and economic outlook summaries
• Client-facing performance reports
• Meeting prep briefs with account highlights

Prospect outreach at scale

Growing your book of business requires consistent outreach. Your AI outreach employee drafts personalized emails to prospects, referral partners, and centers of influence — each message tailored and reviewed by you before sending.

Stay compliant with human review

In financial services, every client-facing communication matters. SendToTeam's review-first model means nothing reaches your clients without your explicit approval — helping you maintain compliance with regulatory requirements.

Built for financial professionals

• Draft client reports and market summaries in minutes
• Scale prospect outreach without hiring business development staff
• Every communication reviewed before sending
• Maintain compliance with the human-in-the-loop model