Industries / Wealth management firms
Serve more households without adding another client service associate.
Advisers want to spend time with clients. Their teams spend it on paperwork: new-account forms, transfers, meeting prep, CRM notes. The AI does the paperwork and the prep. Your advisers and compliance team approve.
In plain terms
Think of a client service associate who preps every review meeting the night before and never lets a transfer form sit in a drawer.
Your week
What eats your team's week.
Today, by hand
- New-account forms and transfer paperwork that come back with missing signatures
- Pulling statements and performance for review meetings
- Writing up meeting notes and follow-ups in the CRM
- Chasing clients for updated documents
- Keeping the books and records ready for an audit
What AI takes on
- New-account and transfer forms filled in and checked before they go out
- Review-meeting packets built from statements and the client's plan
- Meeting notes and follow-ups written into the CRM
- Document requests sent and tracked
- Communications archived and checked against your compliance rules
Who signs offAdvisers give the advice. Compliance approves anything a client sees.
The first two weeks
We measure before we build.
- Hours of prep per review meeting
- Days to open an account and complete a transfer
- Forms returned for missing information
- Households per adviser
Where we usually start
Money and advice
Close to your line of work.
- Accounting and tax firmsClient document chasing, bookkeeping prep, reconciliations, tax organizers.
- Capital advisory firmsBuyer lists, teasers and CIM first drafts, data room upkeep, deal follow-up.
- Insurance carriers and agenciesSubmissions, quote comparison, renewals, certificates, standard claims.
- Mortgage lenders and brokersDocument collection, conditions, verifications, borrower updates.
- Business lenders and loan brokersPrequalification, application packages, compliance, lead follow-up.
Questions
What owners ask first.
Will this replace my staff?
It takes over the repetitive part of their week: the forms, the follow-up, the matching and the reports. Most owners use that time to serve more customers without hiring at the same pace. Who you employ stays your decision.
Is our data safe?
Before any work starts, a written agreement says what we can access and who can see it. Every step the AI takes is logged.
How long before something is running?
The assessment takes about two weeks. The first tasks then run inside your real work within six to eight weeks, and halfway through you decide whether to continue.
What does it cost?
It depends on the work. The assessment is a fixed fee agreed before we start. After that you choose a fixed price for a build, a monthly retainer, or paying us from the extra profit.
Do we have to change our software?
Usually not. We work with the systems wealth management firms already use.
What if the AI gets something wrong?
Anything that goes to a customer, a regulator or your books is checked by a person first, and every step is logged so a mistake can be traced and fixed.
Show us where the hours go.
Tell us what your team spends the most time on. In two weeks we measure it and show you what AI can take off their plate, in your numbers.
info@16x9.ai