What is AI client communication?
Professional services firms spend a significant part of their day on emails, meeting notes and follow-ups. Writing professional communications takes time that does not go towards client value. According to the Harvard Business Review, professionals spend an average of 28% of their working week on email.
AI client communication automates the drafting of emails, the summarisation of meetings and the generation of follow-up actions — aligned with your tone of voice and the specific client relationship.
How does it work?
The system integrates with your email (Outlook, Gmail), calendar and CRM. After a meeting, AI automatically generates a summary with action items and drafts follow-up emails. For incoming emails, AI suggests an appropriate response.
The tone of voice is aligned with your communication style and the nature of the client relationship. You review and send — AI does the groundwork.
What does it deliver?
Advisers report 5+ hours saved per week on communication, more consistent follow-through and fewer missed follow-ups. The quality of client communication improves because there is more focus on substance rather than phrasing.