Advisor CRM Launches AI Email Assistant

Advisor CRM, a CRM platform designed for registered investment advisors (RIAs), announced its fully integrated AI Email Assistant. The suite of tools organizes email messages, automates required follow-up tasks, and drafts personalized replies to clients.

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Advisor CRM’s AI Email Assistant scans advisors’ incoming emails and categorizes them into groups, including client requests, documents required, meeting follow-up, or informational. The AI Email assistant also prioritize advisor tasks, identifying which emails need immediate attention and which can be deferred. Other features include personalized email drafting in the advisor’s voice, smart attachment processing, and automatic updates.

“Advisor CRM provides IAMS Wealth with a comprehensive solution that eliminates our reliance on Outlook,” stated Charles Heuring, CEO, IAMS Wealth. “The new AI Email Assistant offers a team and personal view of emails, streamlining tasks for everyone in the firm. This functionality ensures that all team members are informed, automating and organizing their tasks in a clear and accessible way.”

The AI Email Assistant is available for paid Advisor CRM users.

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