Part of our Marketing agents
AI agents for financial advisor marketing teams
Actionist is an AI automation tool whose agents operate the apps your marketing team uses. Move from rewriting the quarterly letter and chasing introducers by hand to drafts that wait for compliance sign-off.
Firms get back the hours lost to newsletter drafting, introducer chasing, and seminar follow-up.
AI Employees for Financial Advisors Marketing in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
A financial advisory firm sells trust, built in small regular touches: the quarterly letter on time, the accountant thanked for an introduction, the review that names the adviser. In most firms one marketer, or an adviser in the evening, holds all of it together.
Actionist agents take the preparation: the draft, the list, the reminder, the report. Every promotion, testimonial request and client mailing is drafted for approval, because a person in your firm signs off anything that goes out under its name.
- A client letter that arrives on scheduleThe quarterly note slips whenever the market gets busy, and that is when clients most want it.
- Promotions with a clean approval trailEvery post and mailer logged with who approved it and when, ready for any file review.
- Introducers who feel rememberedThe accountant who sent three clients last year should hear from you before the fourth quarter.
- Reviews that name the adviserRatings on VouchedFor and Google compound, but only if someone asks at the right moment.
- Seminar rooms that fill and convertAn invitation list, reminders, and a same-week follow-up that reaches every attendee.
- Marketing spend traced to meetings bookedKnow which channel produced first meetings, not just website visits.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Financial Advisors Marketing team's day.
Where the hours go
The quarterly client letter is rewritten from last quarter's file each time, and it slips whenever markets get busy and clients most want to hear from you.
An agent drafts the monthly note and quarterly letter from your house view and the last edition, with dates and allowance figures flagged for checking, and holds it for compliance sign-off.
Every financial promotion needs a trail of who approved it and when, and that register lives in a spreadsheet nobody updates until a file review is near.
An agent assembles the sign-off pack for each draft and logs the approval once your compliance officer decides, so the register is current without a catch-up exercise.
Accountants and solicitors who introduce clients are only remembered when someone has a spare hour, so good relationships drift and nobody notices until the referrals stop.
An agent keeps the introducer list current, drafts each quarterly check-in for your adviser to send, and flags partners who have gone quiet.
Seminar evenings take weeks to organise, and the leads from them are copied into the CRM days later, if at all, once the enthusiasm has cooled.
An agent drafts the invitation, tracks registrations, and prepares the attendee follow-up and CRM hand-off for the same week, all queued for your approval.
Actionist Will Automate
What one automation looks like
A week with your Financial Advisors Marketing agents
Some of the apps for your Financial Advisors Marketing team
Some of the apps your agents operate for a financial advisor marketing team. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Within about a minute of the approval being recorded in the shared folder, the agent builds the retiree, accumulator and business-owner versions from the approved text, loads each as an unsent draft in Mailchimp, and posts a link to the marketing channel so the sender can schedule them.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Marketing75 min / weekWriting the quarterly client letter
An author reopens last quarter's file, rewrites four paragraphs, and rechecks every allowance date and rate before compliance sees it.
Marketing Agent0 minAgent drafts, compliance signs offAn agent drafts the letter from the house view with every figure highlighted, and routes it to your compliance officer with the sign-off pack attached.
- Marketing40 min / weekKeeping the promotion register current
Someone updates the approvals spreadsheet when a file review is near, trying to remember who approved which post and when.
Marketing Agent0 minAgent reconciles weeklyAn agent compares what was queued against the register each week and lists any post with no approval record for the compliance officer.
- Marketing55 min / weekRemembering introducers
An adviser tries to recall which accountants and brokers have sent work lately, and the quiet ones drift without anyone noticing.
Marketing Agent0 minAgent flags and draftsAn agent scores each introducer from the CRM, flags those gone quiet, and drafts each check-in for the adviser to send in their own words.
- Marketing50 min / weekAsking for ratings
Review requests go out when someone remembers, so a satisfied client leaves the meeting and is never asked while the experience is fresh.
Marketing Agent0 minAgent queues the requestAn agent drafts a request the morning after each review meeting and places it in the adviser's queue to approve and send.
- Marketing90 min / weekRunning a seminar evening
Invitations, reminders, attendee lists and follow-up are built by hand across Mailchimp, Eventbrite and the CRM, and the follow-up slips a week.
Marketing Agent0 minAgent prepares each stageAn agent drafts the invitation pack, tallies registrations, builds the attendee sheet, and prepares same-week follow-up for the organiser to approve.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
Marketing in financial services is regulated speech, so Actionist is built around your sign-off. You decide what the agents may draft, who approves it, and what stays a person's call.
Newsletters, social posts, review replies and testimonial requests are drafts. They wait for your approval unless you widen autonomy for a low-risk case.
It assembles the sign-off pack and logs the decision. Whether a promotion is fair, clear and not misleading is for your compliance officer, never the agent.
Each draft, check and approval is logged, so you can show what was prepared, who approved it and when.
Client and introducer data is encrypted, never used to train models, and can be self-hosted on your own infrastructure.
More Financial Advisors & Wealth Mgmt teams
More use cases for Financial Advisors Marketing teams
Frequently asked questions
Does my marketing team need to be technical to use Actionist?
How do I get started with a marketing agent for my advisory firm?
How do I make a customised AI agent for how our firm markets?
How quickly can I set up an agent for our marketing work?
Where does client and introducer data live, and is it used to train AI?
Will the agent publish a post or send a newsletter without compliance seeing it?
How does an agent watch VouchedFor, Unbiased or our own website without an API?
Could an agent breach the financial promotion rules?
Is this replacing our marketing person or our advisers?
See an agent draft your next client letter
Book a free demo and watch an Actionist agent assemble a quarterly letter from your house view, ready for compliance sign-off.