AI Solutions for Financial Services Firms
Automate compliant client intake, document collection, appointment scheduling, and secure communication — so your advisors focus on managing wealth, not paperwork.
Financial advisors and wealth management firms spend too much time on compliance paperwork, document collection, and scheduling — time that should be spent advising clients. GetServices.ai automates these workflows with security and compliance built in.
AI Solutions We Provide
AI Compliant Client Intake Agent
Collects prospect information, investment objectives, risk tolerance, and suitability data — with a compliant, auditable intake workflow that feeds directly into your CRM.
- Suitability questionnaires
- Risk tolerance assessment
- Compliant data collection
- CRM integration
- Audit trail
AI Document Collection Agent
Sends automated requests for account opening documents, KYC/AML materials, and financial statements — tracking receipt and sending follow-up reminders.
- Document request automation
- KYC/AML collection
- Receipt tracking
- Follow-up reminders
- Secure file handling
AI Appointment Scheduler
Handles all scheduling requests for reviews, planning sessions, and discovery calls — sending calendar invites, reminders, and managing reschedules automatically.
- Review scheduling
- Calendar integration
- Automated reminders
- Reschedule handling
- Multi-advisor routing
AI Client Communication Agent
Handles routine client inquiries about account status, market updates, and document requirements — with compliant messaging and full conversation logging.
- Account status Q&A
- Document requirement info
- Compliant messaging
- Advisor escalation
- Full conversation logs
AI Annual Review Reminder System
Sends automated annual review reminders, collects updated financial information before the meeting, and books review appointments with advisors.
- Annual review reminders
- Pre-meeting data collection
- Review booking
- Client retention
- Engagement analytics
AI Prospect Nurture Agent
Nurtures prospects with educational content, market insights, and timely follow-up — keeping your firm top of mind until they're ready to become clients.
- Educational content delivery
- Market insight sharing
- Follow-up sequences
- Prospect scoring
- Advisor handoff
Built for Every Financial Services Firm
Give your advisors more time to manage wealth
Book a free discovery call and we'll design a compliant AI workflow for your firm.