The Tax Notice Resolution Agent traces payments behind balance-due notices, gathers proof, drafts the reply and routes it to the CPA before the deadline.
AgentWorks Studio Blog — articles by industry
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 New Client Onboarding Agent chases every form and document from signed agreement to funded account, so your advisor and CSA stay with clients.
The Client Inquiry Agent answers routine client requests from CRM and custodian data and packages the rest, so your CSA stays with the client at hand.
The Review Scheduling Agent books, confirms and reschedules every client review, so your advisors and CSA stay with the household in the room.