Part of our Sales agents
AI agents for financial advisor sales teams
Actionist is an AI automation tool whose agents operate the apps your sales team uses. Prepare financial-advisory enquiry replies, discovery chases, and first-meeting packs for adviser review.
Advisers get back the hours lost to enquiry triage, fact-find chasing, and prep-pack building.
AI Employees for Financial Advisors Sales 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
New-business admin connects the introducer email, discovery form, first meeting, and engagement letter. The task wall describes the manual work around that prospect journey.
Configure prospect messages to wait for approval. The adviser decides client acceptance, fees, investment advice, and suitability; a completed checklist only records administrative completeness.
- First replies ready for reviewWebsite and referral enquiries become a CRM note and a proposed meeting reply, held for adviser approval.
- First meetings without diary ping-pongRead adviser availability and prepare slot offers, confirmations, and reschedules for approval before sending.
- Fact-finds chased to doneCompare a prospect's discovery form with your checklist and draft a missing-field reminder for approval.
- Prep packs built before you askBring the prospect's stated goals and source documents together without interpreting investment suitability.
- A pipeline the forecast can trustAdviser-confirmed stages and prospect-stated assets stay source-linked, with missing or uncertain values flagged.
- Built around your practiceThese are examples of what a financial advisory sales agent can do. Build a custom agent for whatever your team repeats.
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 Sales team's day.
Where the hours go
The first firm to reply usually books the meeting, but enquiries sit in a shared inbox for hours between client calls until someone has time to check the investable-assets minimum and write a personal reply.
An agent records incoming prospect facts and prepares a first-meeting reply with available slots for adviser approval.
A fact-find comes back missing a signature or an ID document, and chasing it means remembering what was sent, what came back, and what is still outstanding across a dozen open files at once.
An agent compares the returned discovery form with your checklist and drafts a reminder naming the remaining gaps for approval.
Building the pre-meeting prep pack means pulling the fact-find, the risk result, and last time's notes from three different places the night before, and it still sometimes gets missed.
Assemble the prospect's stated facts, existing adviser-produced risk result, and source-linked CRM notes into a first-meeting pack. The adviser interprets the material and decides suitability.
The new-business forecast means logging into the CRM and updating every prospect's stage by hand before the practice meeting, because nobody keeps it current in between.
Record adviser-confirmed stages and prospect-stated assets with their source and date. Flag an unclear next step for review instead of inferring acceptance or likely assets from an email.
Actionist Will Automate
What one automation looks like
A week with your Financial Advisors Sales agents
Some of the apps for your Financial Advisors Sales team
Some of the financial advisory sales apps your agent operates for you. 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.
A connected enquiry trigger can be picked up within about a minute. The agent checks the stated facts against your intake criteria, records exceptions for adviser review, and drafts a reply with two available slots. The adviser decides whether to accept the prospect and approves the message before it sends.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Sales180 min / weekReplying to a new enquiry between client calls
An enquiry sits in the shared inbox for a few hours until someone has a free moment between calls to check the criteria and write a personal reply.
Sales Agent0 minFirst-meeting replies prepared for approvalAn agent reads the enquiry, checks it against the criteria, and drafts a reply with two calendar slots after the next app check, queued for your approval.
- Sales120 min / weekChasing a fact-find questionnaire to completion
Someone has to remember what was sent, what came back, and what is still missing across a dozen open files, and send a fresh reminder by hand.
Sales Agent0 minSpecific missing-field reminders draftedAn agent compares prospect submissions with the checklist and queues a focused reminder for adviser approval, leaving document acceptance to the practice.
- Sales100 min / weekBuilding the pre-meeting prep pack
Someone pulls the fact-find, risk result, and CRM notes from three different places the night before a meeting, and it occasionally gets missed.
Sales Agent0 minAgent assembles the pack the evening beforeAn agent combines the fact-find, risk result, and CRM notes into one pack and puts it in the adviser's inbox the evening before every meeting.
- Sales75 min / weekUpdating the CRM before the weekly forecast
Someone logs into the CRM and updates every prospect's stage by hand before the practice meeting, because nobody keeps it current day to day.
Sales Agent0 minAgent keeps the pipeline current dailyAn agent collects adviser-confirmed stages and prospect-stated asset figures with source dates, flags missing values, and prepares the practice's forecast sheet for review.
- Sales50 min / weekChasing an unsigned letter of engagement
Someone has to remember which prospects were sent an engagement pack and follow up manually if it sits unsigned for a week.
Sales Agent0 minUnsigned engagement packs flagged for reviewAn agent checks signature status and drafts a reminder for adviser approval using the agreed engagement terms, without changing fees or promising advice.
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
An agent touching prospect enquiries, fact-finds, and signed engagement packs only earns trust if you stay in control. Configure the agent so you approve anything that reaches a prospect, and you can see exactly what it touched and why.
Use Ask each time for prospect communications. First replies, discovery chases, and engagement packs stay as drafts until approved; widen the scope only when the practice deliberately chooses to.
Limit the agent to new-business administration. The adviser decides client acceptance, fees, investment recommendations, and suitability; a completed checklist is not a compliance or KYC decision.
Inspect the run transcript and tool results alongside the CRM entry and source documents. Keep the practice's required records separately; an agent run is not a regulatory audit certification.
Limit access to prospect records and required folders. Review model-provider terms and runtime settings before sharing fact-finds or ID documents; self-hosting alone does not keep all processing in-house.
More use cases for Financial Advisors Sales teams
Frequently asked questions
Does my sales team need to be technical to use Actionist?
How do I get started with a sales agent for my practice?
How do I make a customised AI agent for how my practice actually sells?
How quickly can I set up an agent for my sales team?
Where does our prospect and client data live, and is it used to train AI models?
How does an agent work with a CRM or provider portal that has no automation API?
Will the agent email a prospect or send an engagement pack without me seeing it first?
Could an agent create a compliance problem by saying the wrong thing to a prospect?
Is this replacing my financial advisers?
See a prospect enquiry become an adviser-ready draft
Book a free demo of enquiry screening, a discovery-reminder draft, and a first-meeting pack built around your practice criteria.