Grow Your Practice Without Sacrificing Client Service

AI Employees for Financial Advisory Practices

Financial advisors succeed by building deep, trust-based relationships with clients. But the administrative demands of running a practice — drafting client emails, preparing meeting materials, compiling market commentary, prospecting for new clients — eat into the time available for relationship building and financial planning.

SendToTeam provides AI employees that handle the communication and administrative workload of your practice. They draft client check-in emails, prepare meeting agendas with portfolio summaries, write market commentary newsletters, and prospect for new clients. You review and approve every communication, ensuring compliance requirements are met and your personal touch is maintained.

How AI Employees Support Financial Advisors

• Client communications — regular check-in emails, birthday greetings, and life-event touchpoints drafted for your review
• Market commentary — weekly or monthly market summaries and newsletters drafted in your voice
• Meeting preparation — client portfolio summaries, talking points, and agenda drafts assembled before every meeting
• Prospect outreach — personalized emails to potential clients based on your ideal client profile
• Event follow-ups — post-seminar and post-event communications drafted and queued

Compliance-Friendly Workflow

In financial services, every client communication matters. The human-in-the-loop model is not just a convenience — it is a compliance necessity. AI employees prepare the work, but nothing goes out without your explicit review and approval. This gives you the efficiency of automation with the oversight that regulators expect.

Serve More Clients at a Higher Level

Most advisors hit a capacity ceiling where taking on new clients means reducing service quality for existing ones. AI employees break through that ceiling. When meeting prep, client touchpoints, and market commentary are handled for you, you can serve a larger book of business while actually increasing the frequency and quality of client interactions.

Financial advisors using SendToTeam report managing 30-50% more client relationships while improving client satisfaction scores because of more consistent, timely communications.