The Business Development Agent ranks prospects by hiring signals, runs steady outreach, tracks follow-ups and drafts proposals, so owners serve clients.
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The Client Communication Agent answers clients between meetings, logs every promise from a review as a task and reaches every household when markets move.
The CRM Data Entry Agent writes structured meeting notes, updates household fields and opens follow-up tasks, so advisors stay with clients, not keyboards.
The CRM and Lead Tracking Agent logs every owner and GC contact, sends bid follow-ups on time and keeps relationship history when a BD person moves on.
The Client Review Prep Agent gathers client updates and assembles every review brief from CRM and custodian data, so advisors walk in ready.