Reply to client emails about their portfolio
An agent can draft from the latest data. The planner checks anything that could be advice.
AI for Financial Planners
Financial Planner
Meets clients to review income, assets, and goals, prepares financial plans, recommends investments or insurance, and monitors progress over time.
What should stay human.
Keep and amplify
Meet clients to understand goals and recommend a strategy
Prepare statements of advice and review documents
Research products and compare options for a client
Automate
Book annual reviews and send pre-meeting questionnaires
Chase outstanding documents and signatures
Tasks, by type of work.
Each task has an experience tag (CX, SX or BX), a verdict, and example agents that often help with this kind of work. Agent suggestions come from our editorial scores, not vendor claims.
Inbox
Bookings & calendar
Book annual reviews and send pre-meeting questionnaires
Review cycles are known in advance and can be scheduled automatically.
Phone & voice
Call clients during market falls
Reassurance at the right time needs a trusted voice.
Spreadsheets & data
Model cash flow and retirement scenarios
An agent can run scenarios quickly. The planner checks assumptions and explains them.
Documents
Prepare statements of advice and review documents
An agent can draft from file notes and templates. The planner is legally responsible for the advice.
Write file notes after client meetings
Transcription and summary save time. The planner confirms them, since they may be audited.
Research
Research products and compare options for a client
An agent can gather fees, features and performance data. The planner decides what is appropriate.
Customer chat
Meet clients to understand goals and recommend a strategy
Advice depends on trust and a full picture of the client's life. This stays human.
Admin
Chase outstanding documents and signatures
Follow-ups can run on a schedule until everything is in.
Time freed, and where it goes.
Work an agent can take on
What comes off the desk.
- Book annual reviews and send pre-meeting questionnaires
- Chase outstanding documents and signatures
Where those hours should go
Back into people, and the business.
- CX — Meet clients to understand goals and recommend a strategy
- CX — Reply to client emails about their portfolio
- CX — Call clients during market falls
- SX — Staff experience: more time for the work that needs a person
- BX — Prepare statements of advice and review documents
- BX — Research products and compare options for a client
- BX — Model cash flow and retirement scenarios
- BX — Write file notes after client meetings
Seen at
Business types where this role often appears, with a note on how it shows up there.
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