Automates email management for financial planners to streamline workflows and ensure compliance.
Financial ServicesAutomates email management for financial planners to streamline workflows and ensure compliance.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: retirement, investment, portfolio, mortgage, tax planning OR from: clients@financialplanner.com, @bank.com, @investmentfirm.com, @taxadvice.com
Search knowledge base for portfolio management documents and recent regulatory updates. For retirement and investment inquiries, forward to investments@planner.com with client financial details. For tax planning emails, reply with compliance checklists and forward to tax@planner.com. Add 'urgent' label to mortgage-related queries and forward to loans@planner.com. Use 'financial-compliance' label for all applicable emails. Mark investment-specific emails as read, and star for high-priority accounts with net worth exceeding $1M.