AI Account Manager
Your $100K Client Has $500K Elsewhere. Here's Why.
40-50% of client relationships are unprofitable—you can't give them the attention they deserve
89% of clients use multiple advisors. They're not consolidating with you because they don't feel "served"
Your advisors spend 40% of their time on admin, not relationships
The guilt is real: you know smaller clients aren't getting the service they deserve
Cost to serve per client
Source: Fidelity/Kitces
AI That Mirrors Your Voice. Serves All Clients Like VIPs.
Not a chatbot. Not a generic AI assistant. The AI Account Manager is your digital extension—trained on your firm's communication style, relationship approach, and service standards. It monitors all clients, provides personalized outreach at scale, and escalates intelligently when human touch is needed.
Capture the 61% of wallet share currently held elsewhere
Turn unprofitable relationships into revenue opportunities
Give every client VIP-level attention without burning out your team
Free advisors to focus on high-value conversations
Clone Your Best Advisor. Scale VIP Attention. Smart Handoff.
Voice Capture
We analyze your firm's communication patterns, relationship style, and service standards to create a digital extension that sounds like you.
Client Monitoring
AI Account Manager monitors all clients—tracking life events, portfolio changes, and outreach opportunities.
Personalized Outreach
Automated, personalized communication at scale. Birthday messages, market updates, check-ins—all in your voice.
Intelligent Escalation
When something needs human attention, the AI flags it and routes to the right advisor with full context.
Built for Wealth Management
Every feature designed for the specific challenges of client service at scale.
Voice Mirroring
AI trained on YOUR communication style. Clients can't tell the difference.
Proactive Monitoring
Tracks client portfolios, life events, and market conditions. Never miss an opportunity.
Compliance-Ready
Full audit trail of every communication. Built for regulated industries.
Tech Stack Integration
Connects to your CRM and portfolio systems. Redtail, Wealthbox, Orion. Your client data flows through automatically.
Full Visibility. Full Control.
Every AI Account Manager runs on our platform, giving you complete visibility into what's happening with your clients.
Real-time dashboard showing all client interactions
Conversation logs with full audit trail
Performance metrics and ROI tracking
Escalation queue management
Communication approval workflows
Live sync status with your CRM and portfolio data
Dashboard Preview
Book a demo to see it in action
The Numbers Speak
Research-backed results from AI implementation in wealth management.
Reduction in cost-to-serve
McKinsey Research
Of clients prefer AI-savvy advisors
Northwestern Mutual 2025
Guarantee on Assessment value
Or your money back