Grow the book. Let AI hold the records.
Review scheduling, meeting prep, client records and nurture handled, so the advisory hours go to advice.
Where the hours actually go.
Annual reviews need serious prep
Every client review wants holdings context, life changes and last-meeting notes pulled together. Prep time rivals meeting time.
Prospecting competes with servicing
Seminars, referrals and networking bring leads, but the existing book always shouts louder and the pipeline suffers.
Documentation for every recommendation
FAA fact-finds, needs analysis and rationale filed properly for every case, the unglamorous core of a compliant practice.
Staying warm between reviews
Clients should hear from you more than once a year, but consistent nurture is the first thing that falls off the list.
Your toolkit inside kiap.ai
Live today inside the super app, or being built on the same API. Everything AI drafts, you approve.
Compliant client records
Holdings, goals, dependants and conversation history per client, organised for FAA-grade documentation.
Review scheduling
Clients book annual reviews inside your availability; reminders keep the whole book serviced on time.
Meeting prep drafts
Before each review: holdings summary, last discussion points and life-event prompts drafted for your check.
Nurture and market updates
Scheduled touchpoints to the whole book: review reminders, market notes and check-ins, in your voice.
Seminar and referral leads
Talk sign-ups and referrals captured and nurtured systematically, not lost in a notebook.
Personal brand site
A professional page with your focus areas and credentials, so referrals have somewhere credible to land.
A day with AI doing the busywork.
This week's review clients have prep packs drafted: holdings, gaps, last-meeting notes, ready for your read-through.
A referral from last month's seminar gets its scheduled check-in and books a first meeting.
Post-meeting: fact-find updates and rationale notes structured into the client record while details are fresh.
The quarterly market note goes to the book in your voice, scheduled, not written at 10pm.
Questions financial advisors actually ask.
Will AI replace financial advisors?
No. Advice is licensed: suitability, planning judgement and the client relationship stay human under the FAA and MAS oversight. AI handles records, scheduling and nurture; recommendations are always yours.
Does it give investment advice?
No. It organises your practice: client records, reviews, communications. Advice comes from you as the licensed representative, full stop.
Does it support FAA documentation requirements?
Yes. Fact-finds, review notes and rationale records are kept structured per client, giving you the documentation trail compliance expects.
I am tied to a firm with its own systems. Does this conflict?
It works alongside firm systems as your personal book-management layer. Check your firm's policy on client communication tools as usual.
Is it worth the cost for a growing practice?
One properly nurtured referral usually covers the year. The real return is a book where no client drifts because the reviews and touchpoints ran on schedule.
Keep the craft. Drop the admin.
See your toolkit running inside kiap.ai. One call, a real walkthrough, no pressure.