AI assistants for the back office of independent wealth management firms.
We assess where your back office loses time, then set up AI assistants to take over the paperwork, data entry, scheduling, and routine client questions, so your team can spend more of its day with clients.
Advisors focus on their clients while AI assistants prepare the paperwork, scheduling, and routine correspondence for your team to review.
At an independent wealth management firm, a client review can be followed by an hour of notes, forms, filing, and follow-up emails. Onboarding paperwork waits in an inbox. Simple client questions pull an advisor away from real conversations. The work is necessary, but it does not need an advisor's judgment, and it eats the time that clients value most.
Drag the handle, or use the arrow keys, to move between a client review followed by the old way and one followed by AI assistants.
Illustrative example of one afternoon. The bars show the idea, not measured results.
A consulting review of your firm's operations that pinpoints where AI can cut repetitive work, from onboarding paperwork to reporting tasks.
Illustrative ranking. Your assessment ranks the work so you can choose where to start.
Assistants that pre-fill forms, update your CRM, and file documents so staff review instead of retype.
Assistants that handle meeting requests, review bookings, reminders, and rescheduling for your advisors' calendars.
Assistants that give a prompt first reply to routine client emails and pass anything personal or complex to your team.
Walkthroughs and written instructions so your staff know how each assistant works and when to step in.
Pick an area to see what the assistant does there.
Assistants gather and check new-client paperwork and flag what is missing before an advisor looks at it.
Meeting notes and contact details are entered and updated for you, not retyped by hand.
Routine account forms are pre-filled from information you already hold, ready for review.
Review meetings are booked, moved, and confirmed without a string of back-and-forth emails.
Common questions, such as where to send a document or when the next review is, get a prompt first answer.
Incoming statements and signed forms are named and filed in the right client folder.
Each advisor gets a one-page summary of the client's recent activity and open items before a review.
Records are gathered and organized so your reviewer can check them, with a person making every final decision.
CSA AI takes on the repetitive client-service work in your back office, so your advisors can spend more of the day with clients. Your team reviews its work, and anything personal or complex goes to a person.
Ask us about CSA AIPre-fills forms, updates your CRM, and files documents so staff review instead of retype.
Handles meeting requests, review bookings, reminders, and rescheduling for your advisors' calendars.
Gives a prompt first reply to routine client emails and passes anything personal or complex to your team.
We talk with your team and map the repetitive work in your back office: forms, data entry, scheduling, filing, and client questions.
We show you where AI can take work off your team and where a person should stay in charge, ranked so you can choose where to start.
For the tasks you choose, we build and connect assistants to the way your firm already works, and test them with your team.
We hand over the assistants with plain instructions, so your staff know what they handle and what still needs a person's review.
It covers the repetitive work in your back office: paperwork, data entry, scheduling, filing, and client questions. You get a clear view of where AI can save your team time and where it should not be used.
No. The assessment is a consulting service in its own right. Whether to set up assistants afterward is your decision.
You decide what they handle. We recommend starting with routine questions and passing anything personal or sensitive to your team.
Independent wealth management firms whose advisors and staff spend too much of the week on repetitive office work.
Pricing and timing depend on the size of your firm and the work involved. Reach out through the contact section and we will talk it through with you.
Tell us about your firm and where the office work piles up. We will start there.