AI Scheduling Assistant
Run the annual and quarterly review cycle end to end — outreach, booking, reminders, rebooking — so no client goes unreviewed.
Before
Review scheduling is weeks of email back-and-forth per cycle, and no-shows quietly fall off the list.
After
Every client contacted when their review comes due, booked, reminded, and rebooked if they miss — with the full trail in your CRM.
What it handles
- Pull the due-for-review list from your CRM each week
- Reach out by call, text, or email and offer meeting times
- Send reminders before each review to cut no-shows
- Rebook missed reviews and flag clients who don't respond
When it hands off to a human
Flags unresponsive or reluctant clients to the advisor, and hands off immediately if a client raises anything about their portfolio or the markets.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
How does it know when a review is due?
It reads the review date on each client record in Wealthbox or Salesforce and works the list on the cadence you set — annual, semi-annual, or quarterly.
What if a client asks a portfolio question while booking?
It never answers. It notes the question, tells the client the advisor will address it at the review, and flags it to you — investment topics are off-limits by design.
Does it actually cut no-shows?
Reminders at booking, the day before, and the morning of are the mechanism — the same discipline a diligent assistant applies, run on every meeting without exception.
Can it respect my meeting rules?
Yes — buffer times, review length by client segment, in-person versus video, and blocked days all come from your calendar rules.
What happens with clients who never respond?
After the attempt sequence you define, it stops and puts the client on an exceptions list for you — it never harasses, and every attempt is logged.
Last updated: July 2026