Taken from this LinkedIn post by Dean Casey:
Do you want to know how AI can auto-generate personalized client messages in under 60 seconds …this will save you HOURS every week!
To save you the pain of reading another long winded article about wealth tech, I’ve built a simple demo system that writes hyper-personalized messages for a wealth manager’s clients based on:
👉 Their risk profile
👉 Market exposure
👉 Preferred communication channel
Want to see this system in action? Check out this video:
And here’s how it works:
At the core, is a multi-agent AI host which is structured as follows:
The workflow of the multi-agent AI system is as follows:
✅ AI agents to analyze CRM data, client investments, and market research
Let’s break this down:
– CRM Agent: This agent dives into your customer relationship management system. It pulls out key information like client details, risk profile and communication preferences. For example, it might identify that John Smith has an aggresive risk profile and prefers email updates, while Sarah Johnson is risk averse and responds best to push notifications via their mobile app.
– Investment Agent: This smart tool examines each client’s investment portfolio. It looks at things like asset allocation, recent trades, and overall strategy. For instance, it might note that Tom Brown has a high exposure to tech stocks, while Mary Wilson’s portfolio is more balanced across different sectors.
– Market Research Agent: This agent stays up-to-date with the latest market trends and news. It might flag that there’s been a significant drop in oil prices, which could affect clients with energy sector investments.
✅ Host System retrieves client profiles and generates personalized messages
Once the AI agents have gathered all this information, the host system combines it to create a unique profile for each client. Then, it uses this profile to write a personalized message.
Here’s an example for Tom Brown (high-risk investor with tech exposure, prefers email):
“Subject: Tech Sector Update – Your Portfolio Performance
Dear Tom,
I hope this email finds you well. Given your interest in high-growth opportunities, I wanted to update you on recent developments in the tech sector. Despite market volatility, your tech-heavy portfolio has shown resilience…
Best regards
Nutcracker”
✅ Messages are tailored to email, SMS, or push notification format
The system knows how each client likes to receive information and adjusts the message accordingly:
👉 Email: Longer, more detailed messages with greetings and signatures.
👉 SMS: Brief, to-the-point updates limited to 160 characters.
👉 Push Notifications: Short, attention-grabbing headlines that encourage the client to open the app for more details.
✅ Wealth manager reviews and approves messages with one click
The wealth manager sees a dashboard like the one below, showing all generated messages.
They can quickly scan through, make any necessary tweaks, and approve all with a single click or one by one.
The entire process takes less than a minute.
💥Imagine the time saved on quarterly reports, annual updates, and regular client communications!💥
This is just the beginning. The potential for AI in wealth management communications is limitless. Think about:
✅ Personalized greetings for important dates (birthdays etc)
✅ Personalised newsletters
✅ Automated annual review documents
✅Automated portfolio rebalancing recommendations
✅Investment opportunity alerts
Ready to revolutionize your client communications and free up hours of your time each week? Let’s talk about how we can customize this system for your wealth management practice.
Contact me if you would like to explore this for your business.
Stay tuned and have a great weekend!