OpenClaw for Financial Advisors
The AI assistant that handles client communication, meeting prep, and compliance documentation while you focus on advice.
The daily grind that steals your time
These frustrations aren't just annoying—they're costing you money, clients, and peace of mind.
Meeting prep takes hours
Portfolio review, performance summary, talking points, account changes—prep for each client meeting is substantial.
Compliance documentation is tedious
Every recommendation needs documentation. Every meeting needs notes. Regulators want paper trails.
Client check-ins fall behind
You should be proactive. But between meetings and paperwork, quarterly check-ins slip to annual.
Market volatility triggers floods of calls
Market drops 3% and your phone explodes. Everyone needs reassurance at the same time.
What if you could eliminate all of this?
Real work, not just conversation
OpenClaw doesn't just answer questions—it takes action. Here's how it transforms your workflow.
Meeting Prep Automation
OpenClaw prepares client summaries, portfolio snapshots, and talking points before every meeting.
Compliance Documentation
Automatic meeting notes, recommendation documentation, and audit trails.
Proactive Client Outreach
Scheduled check-ins, birthday notes, life event follow-ups. Stay top of mind without manual effort.
Market Update Communications
When volatility hits, send personalized reassurance to clients based on their risk profile.
Client Questions Handled
Answer routine questions—'What's my account balance?', 'When's our next meeting?'—instantly.
Prospect Follow-Up
Nurture prospects with valuable content until they're ready to meet.
Custom capabilities can be configured for your specific workflow
“I used to dread market volatility because of the client calls. Now OpenClaw sends personalized updates and I only talk to the ones who really need me.”
— RIA
New York
Ready to transform your financial advisors?
Book a free consultation. We'll assess your workflow, show you exactly how OpenClaw fits, and give you a clear path forward.
15-minute call · No commitment · See exactly what's possible