Your Clients Get White-Glove Service at Scale
AI employees for financial advisors that handle client onboarding, meeting prep, and proactive outreach — so you can focus on advice, not admin.
Sound Familiar?
These problems cost financial advisory professionals thousands every month.
Onboarding Takes Weeks Instead of Days
New client paperwork, risk assessments, account transfers, beneficiary forms — the admin pile buries the relationship before it starts.
Review Prep Eats Your Evenings
Pulling performance reports, preparing talking points, reviewing life changes — prepping for 15 annual reviews per week leaves no room for growth.
Proactive Outreach? What Proactive Outreach?
You know you should reach out during market volatility. But when you're servicing existing clients, prospecting falls to zero.
Your AI Employee Handles It All
Pre-configured AI skills built specifically for financial advisory.
Client Onboarding Engine
- ✓Collects all required documents via guided conversation
- ✓Sends and tracks e-signature workflows
- ✓Follows up on missing paperwork automatically
- ✓Welcomes new clients with personalized onboarding sequence
Review Prep Assistant
- ✓Pulls key data points before every meeting
- ✓Generates talking points based on portfolio changes
- ✓Flags life events that may need plan adjustments
- ✓Sends post-meeting summaries and action items
Proactive Outreach System
- ✓Market volatility alerts to clients with context
- ✓Birthday, anniversary, and milestone touchpoints
- ✓Referral request sequences at optimal moments
- ✓Educational content drips based on client interests
The Difference Is Night and Day
Without AI Employee
With NeverQuits.ai
Financial Advisory AI — Frequently Asked Questions
Is AI compliant for financial advisory use?
NeverQuits.ai doesn't provide financial advice or make recommendations. It handles admin — document collection, scheduling, meeting prep, and client communications. All investment discussions happen with you, the licensed advisor. The AI is your assistant, not your replacement.
How does AI help with client retention?
Proactive outreach is the #1 driver of retention. NeverQuits.ai automates touchpoints — market updates with context, life event check-ins, birthday messages, and timely referral asks. Clients feel cared for because they hear from you consistently, not just at annual reviews.
Ready to Hire an AI Employee?
Start with the free guide. Set up in 15 minutes. Works 24/7 from day one.