Client Inquiry Agent Handles Service Requests While You Meet Clients
The AgentWorks Client Inquiry Agent takes the routine service calls and emails off your client service associate: the address change, the question about cash available to withdraw, the request for a statement copy, the beneficiary confirmation. Your CSA keeps working with the client on the phone or in the conference room, and every other request still gets an answer the same day.
What it takes off your plate
Ask any CSA how the day really goes. A client emails asking whether the cash from last week's sale has settled. Another calls to change the mailing address on a joint account. A third wants last year's year-end statement for the CPA. Each one is simple, and each one means stopping, logging into the custodian, finding the household in the CRM and writing back.
On a morning packed with client reviews, those requests sit in the inbox. By early afternoon the client calls again to ask whether anyone saw the email, and now the same request has interrupted the office twice. Proposals, paperwork for new households and prospect follow-up get pushed to the evening.
The cost is not only the CSA's time. It is the client who wonders whether a simple question will take a day, and the new household whose onboarding paperwork waits behind the inbox.
What the Client Inquiry Agent does, step by step
The work starts at the firm's front door: the phone line, the service inbox and the client text thread.
- Answers the request. When a client calls, emails or texts, the Client Inquiry Agent replies right away in the firm's name, confirms who the client is against the household record, and asks what they need.
- Sorts it. It separates routine questions from requests that need a signature, custodian authorization or an advisor's judgment.
- Answers routine questions from the record. For cash availability, statement delivery, a copy of a statement or the status of a transfer, it reads the custodian and CRM data and replies with the answer, following the firm's service guidelines.
- Packages the rest. For a wire, a distribution, an address change or a beneficiary update, it identifies the custodian form, pre-fills what the file already holds, notes the standing instructions on the account and hands the CSA or advisor one complete item to review and send for signature.
- Tells the client where it stands. It confirms to the client what was received, what happens next and who will follow up, so nobody has to call twice.
- Chases the signature. When a form goes out, it reminds the client until the signed copy comes back, then confirms completion.
Where the work is recorded
Every call, email and text lands on the household's record in Redtail, Wealthbox or Salesforce: the request, the answer given, the form sent, the reminder, the signed copy and the date it closed. When the CSA or advisor opens the household, they see the whole exchange and pick up exactly where the agent stopped.
Requests that need a person appear as tasks assigned to the right name, with the custodian form and the account details attached. Nothing sits in a personal inbox, and nothing depends on who happened to read the email first.
The next morning, the CSA sees which requests the Client Inquiry Agent answered overnight, which forms are out for signature, and which items are waiting on their approval. The service log for each household is already written, which is also what your compliance review wants to see.
For the review side of the book, see how an agent automates client review prep and how it keeps the review workflow moving for wealth managers.
What your people do instead
Your CSA stays with the client in front of them: the widow sitting down for her first review since her husband died, the couple opening accounts for a new household, the business owner on the phone about a liquidity event. Those conversations need a person who is listening, not one glancing at the inbox.
The advisor gets requests that genuinely need judgment, already assembled, and spends their time on planning and proposals rather than hunting for a form. The office stops hearing the same question twice.
Client satisfaction in an advisory firm comes from being known and being answered. The AgentWorks Client Inquiry Agent keeps the answering, the forms and the records moving; your people do the knowing.
One next step
If service requests are where your team's day disappears, take the free Industry Assessment. It shows which workflow an agent should take first. You can also see how agents work across advisory, banking and mortgage firms on the financial services industry page.
See where the Client Inquiry Agent would start in your financial services business.
I'm Harris, the Financial Services ambassador here. The free Industry Assessment reads your website and asks how calls, follow-ups and records happen today, then shows the first workflow worth handing to an agent like this one — and what your team gets back. Leave your email and I'll send the link.
Harris replies from financial-advisor@agentworksstudio.com. One email with the link — no list, no drip, unless you ask for the weekly letter. Or go straight there →