For Financial Services founders
AI program manager for financial advisory firms
Keep clients, proposals and review cycles in one record with follow-ups drafted for approval. Nothing reaches a client until you accept it.
Where it slips
In a financial services business run by its owner, these are the gaps that cost money:
- A prospect gets a proposal and then no reply.
- Periodic client reviews are remembered late.
- Client context is spread over email, notes and spreadsheets.
A week with dpaperwork
An example week. The details change with your setup.
- Reads. Prospects and open proposals in the Pipeline, review cycles you set up as recurring work, and your Gmail threads with each client.
- Drafts. A follow-up for the proposal that went quiet, and a prep note before a scheduled client review.
- You approve. Every draft waits for you. A client-facing email only sends after you accept it.
What the setup call configures
- Import clients and set recurring review cycles.
- Set Pipeline stages for onboarding a new client.
- Connect Gmail and your calendar, and write a Playbook for review prep.
What it does not do
- It does not give financial advice or hold client funds, and it is not a portfolio or compliance system.
- Whether it meets your regulator's record-keeping rules is for you and your compliance adviser to decide. We do not claim it does.