Onboarding and annual reviews that run on schedule.
Onboarding paperwork, annual-review scheduling and meeting notes flow into your CRM without retyping. The advisor reads and approves every document a client sees.
Free. 20–30 minutes. Phone or Zoom. It's a lesson, not a pitch.
Start with the basics- A person approves anything that reaches a client.
- Built around software you already pay for.
- Confidential by design.
This week's reviews
Okafor family
Meeting prep sheet
Moreno household
Agenda drafted
Ward trust
Notes pulled
Becker household
Recap awaiting approval
Household
Okafor family
Since the last review: the rollover is complete and the beneficiary form is still unsigned.Source 1
- Source 1Each item cites the custodian statement.
- Source 2Open items taken from the last meeting notes.
Activity
Reviewed by advisor
Sent to client before the meeting
Example of a custom workflow. Illustrative; names fictional.
Where the hours go.
- Onboarding paperwork
- Forms chased by email and keyed into the CRM by hand.
- Annual reviews
- Scheduled when someone remembers.
- Meeting prep
- Three statements and the CRM notes, read before every review.
- Meeting notes
- Typed up after the call, if there is time.
Your numbers.
Pick the closest firm type, then change any number. Rough numbers are fine.
Loading the calculator.
The annual review that gets booked late.
Today
The review is scheduled when someone remembers. Prep means reading statements and old CRM notes the night before.
With the software
The review is scheduled from the calendar, the prep sheet is drafted from the CRM and statements, and the advisor approves it before the client sees it.
Illustrative workflow, not a client result.
We build around your CRM, custodian portals and calendar. Product names belong to their owners; PacifAI is not affiliated.
Questions financial advisors ask first.
Does it help with recordkeeping?
Every draft, approval and message is logged with who approved it and when, so the log can sit beside the records you already keep. What you must retain, and for how long, is set by your regulator and your compliance program. We don't give compliance advice.
Is the free briefing a sales pitch?
No. It's a lesson on what AI can and can't do for a professional firm. If there's a fit, we'll explain the audit at the end. If not, you keep everything you learned.
Is our data safe?
We keep as little as possible outside your own tools. Training rules depend on each AI service's terms, so we name every service and its terms in writing before work starts, and you decide.
Can it make things up in front of a client?
Nothing it drafts reaches a client until a person at your firm approves it. It answers from your documents, shows its sources and routes to a person when it isn't sure.
What does it cost?
The briefing is free. Audit and build prices are quoted in writing.
Other firm types: Law firms, Accounting and tax firms, Insurance agencies, Property managers.
Learn what AI can do for your firm. Free, 20–30 minutes.
It's a lesson, not a pitch. If there's a fit, we'll explain how the audit works at the end. If not, you keep everything you learned.
Takes 30 seconds, opens Google's booking page.