CX · Customer experience
The moments clients feel.
The moments a financial planner client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Finance & Accounting
AI agents for Financial Planners
What should stay human at a financial planner, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a financial planner, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a financial planner. Agents can surface the gaps; the owner still decides.
Main roles
The people a financial planner usually employs. Each card is written for this business, then links out to the full role page.
Role
Financial Planner
Advises clients on budgeting, investments, insurance, retirement planning, and prepares recommendations and review meetings.
Role
Client Services Manager
Coordinates client paperwork, review schedules, product applications, and follows up outstanding compliance documents.
Role
Administrative Assistant
Books meetings, prepares forms, organises statements, and keeps client files and correspondence up to date.
Role
Accounts Administrator
Tracks fees, commissions, office expenses, and reconciles income and supplier payments for the practice.
Freelancers & agencies you might hire
Specialists a financial planner often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Compliance Consultant
Reviews advice documentation, file processes, and disclosure obligations to support regulatory compliance requirements.
Agency
Accounting Firm
Handles tax, financial statements, and business accounting for the planning practice.
Agency
Managed IT Provider
Maintains secure systems, backups, user access, and support for sensitive client financial records.
Freelancer
Social Media Freelancer
Creates and schedules posts, updates listings, and helps the business stay visible locally.
Want this set up for you?
If you would like someone to build these flows for a financial planner, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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