Stop chasing clients for quarterly meetings and drowning in market update requests. Our AI chatbot handles scheduling, prospect qualification, and routine inquiries so you can focus on growing portfolios.
Sound familiar? Hey Mag solves these automatically.
Manually tracking and scheduling quarterly reviews across hundreds of clients leads to missed appointments and frustrated clients. The constant back-and-forth emails eat up valuable time that should be spent on financial planning.
Financial advisors spend 23% of their time on administrative tasks
Meeting with prospects who don't meet minimum investment requirements or aren't serious about engaging services costs thousands in opportunity cost. Without proper pre-screening, valuable appointment slots get wasted on poor-fit leads.
Only 27% of initial prospect meetings result in new clients
Clients constantly email asking about market volatility, portfolio performance, and investment updates. Responding to the same questions repeatedly prevents you from focusing on strategic financial planning and new business development.
The average financial advisor receives 47 client emails per day
Everything you need to automate customer communication and booking.
Automatically schedule and reschedule quarterly client reviews based on your calendar availability. Send personalized reminders and prep materials before each meeting.
Screen potential clients for investment minimums, financial goals, and service needs before booking appointments. Only qualified prospects reach your calendar.
Instantly provide clients with personalized market updates, portfolio summaries, and investment insights without manual intervention.
Handle routine client questions about account access, document requests, and appointment changes around the clock.
Set up in 5 minutes. No technical skills required.
Upload your client onboarding process, investment minimums, and frequently asked questions. The AI learns your specific advisory approach and compliance requirements.
Clients and prospects interact with your AI assistant through your website, scheduling quarterly reviews and getting instant answers to common financial questions.
Review all scheduled appointments and client interactions. The AI handles routine tasks while you approve important decisions and focus on high-value advisory work.