Financial Services

Let Your Advisors Advise

Let AI Handle the Admin

Task-specific GPT assistants that analyze, draft, and remind so your team spends time on client strategies, not desk work.

Schedule a 15-Minute AI Feasibility Call

6F feature image of financial advisors meeting in office

What’s Eroding Your Advisory Hours?

	Quarterly and annual report prep devours entire weeks each cycle;
	Regulatory filings keep changing and manual checklists miss nuances;
	Meeting notes and action items pile up, delaying follow-through;
	Market-update emails, blog posts, and LinkedIn thought pieces never leave the draft folder;
	CRM data entry falls behind, so cross-sell and upsell opportunities slip away.

The Right-Sized AI Partner for Community-Focused Financial Firms

We sit down with principals, compliance officers, and client-service leads to build task-specific GPT assistants aligned with your investment philosophy, disclosure language, and brand voice. Role-based permissions and private data boundaries keep client information secure while your professionals remain in full control.

RESULT: advisors, analysts, and support staff hand off repetitive tasks and reclaim billable, client-facing time..

Task-Specific GPT Assistants & Outcomes

GPT Assistant	Core Task	Tangible Impact
GPT Assistant: Portfolio-Summary GPT	Core Task: Cuts report prep time by 60 %	Tangible Impact: Cuts report prep time by 60%
GPT Assistant: Compliance-Check GPT	Core Task: Reviews ADV updates, Form CRS, and advertising materials against SEC/FINRA rules	Tangible Impact: Flags 95% of issues before filing
GPT Assistant: Meeting-Note GPT	Core Task: Transcribes calls, extracts action items, schedules follow-ups in your CRM	Tangible Impact: Saves 20 mins per client meeting
GPT Assistant: Risk-Alert GPT	Core Task: Scans holdings for sector or issuer-specific news and drafts client alerts	Tangible Impact: Speeds risk notifications to same-day
GPT Assistant: Blog-Writing GPT	Core Task: Produces market-insight articles and FAQs in your firm’s tone	Tangible Impact: Doubles monthly content output
GPT Assistant: Email-Writing GPT	Core Task: Crafts drip sequences for prospects, onboarding emails, and re-engagement campaigns	Tangible Impact: Lifts open rates by 25%
GPT Assistant: Social-Media GPT	Core Task: Generates compliant post packs for LinkedIn and X with local-market relevance	Tangible Impact: Keeps feeds active with <15 mins staff input
GPT Assistant: Data-Entry GPT	Core Task: Converts PDF statements or call notes into structured CRM data fields	Tangible Impact: Removes 90% of manual typing errors

Proof in Practice

“We reclaimed more than 150 advisory hours last quarter, trimmed report-production costs by a third, and reduced pre-file compliance edits to a handful. The GPT assistants feel like trained junior analysts who never clock out.”

– Managing Partner, Midwest Wealth-Management Firm

How We Work Together

	Step 1	Discovery Call (15 min) Pinpoint bottlenecks, data sources, and success targets.
	Step 2	Pilot Build (≈2 weeks) Add new assistants, connect to CRM and reporting systems, monitor ROI dashboards.
	Step 3	Scale & Optimize Add new assistants, connect to CRM and inventory systems, track ROI dashboards.