AI Assistant for Financial Advisors
Strengthen client relationships without drowning in admin. Your AI handles review scheduling, market briefings, and prospect follow-ups — so you can focus on advice.
One-time setup fee · $39/month after that · Ready in 48 hours
Sound familiar?
Scheduling quarterly client reviews is a full-time job
Clients want market updates but you don't have time to write them
Compliance reminders and documentation eating into client time
Prospect follow-ups falling through the cracks
How ClawdGo helps financial advisors
Real examples of what your AI assistant can do for you.
Review Scheduling
Automatically schedule and confirm quarterly or annual client reviews.
"22 clients are due for their Q1 review. I sent scheduling links — 15 have booked so far. I'll follow up with the rest next week."
Market Briefings
Send timely market updates to clients without writing them yourself.
"Market dropped 3% today. I sent a calm, reassuring note to your top 50 clients with your perspective on staying the course. 12 replied with thanks."
Prospect Follow-up
Keep potential clients engaged with timely, personalized outreach.
"Prospect from last month's seminar — Dr. Park — hasn't responded to your proposal. I sent a check-in and she replied: ready to move forward."
“My AUM grew 18% this year partly because I could stay in touch with more clients. My AI handles the scheduling and follow-ups I used to forget.”
Kenneth W.
CFP, Wealth Management
Ready to automate your busywork?
We'll set up your AI assistant in 24-48 hours. No coding required.
Get Started — $149Wondering how this compares? AI assistant vs. virtual assistant · AI assistant vs. ChatGPT