We Empower Financial Advisors With AI Automations
Our services help wealth advisors, financial planners and RIAs automate daily tasks with AI powered workflows.
Key Benefits of AI Automation
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Automate repetitive tasks and streamline workflows. Free up hours each week to focus on high-value activities like client relationships and strategic planning.
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Automatically capture and update client information from emails and meeting transcripts. Build comprehensive, always up-to-date CRM profiles that reveal new opportunities and deepen client relationships.
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Deliver personalized service at scale. Respond faster, provide more tailored advice, and anticipate client needs proactively.
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Automate compliance tasks and documentation. Identify required disclosures and generate audit friendly documentation.
Our process
1. Consult
We learn about your practice and tech setup in a quick, focused session. Our team spots key areas where automation can make the biggest impact. We make sure to understand your workflow so our solutions fit seamlessly into your business.
2. Design
We create custom automation solutions for your business, mapping out streamlined workflows that integrate with your existing systems.
3. Implement
We build and integrate your automations, ensuring smooth functionality with your current tech stack.
4. Support
We provide ongoing maintenance and optimization. Our team continuously monitors your automations, making adjustments as your business evolves. We also offer regular check-ins and updates to ensure you're always getting the most out of your automated systems.
Popular Use Cases
Client Meetings
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AI-Powered Meeting Lifecycle Management
Streamline your client meetings from preparation to follow-up with our intelligent automation.
Pre-Meeting Prep
Auto-generates comprehensive meeting prep sheets
Pulls data from CRM, client notes, and email history
AI-crafted conversation starters and talking points
Highlights recent communications and client goals
Creates and assigns pre-meeting tasks in your CRM
Post-Meeting Follow-Up
Utilizes meeting transcripts for accurate follow-ups
Drafts personalized client summary emails
Updates CRM with key notes and action items
Syncs new data with financial planning software
Ensures nothing falls through the cracks
Elevate your client interactions and save hours of manual work with our end-to-end meeting management solution.
Client Communications
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AI-Enhanced Client Communications
Elevate your client interactions with personalized, timely, and compliant communications powered by AI.
Intelligent Email Assistance
Automatically drafts personalized email replies using CRM data
Allows advisors to review and refine before sending
Ensures consistent tone and messaging across all communications
Saves time while maintaining a personal touch
Proactive Outreach
Identifies opportunities for meaningful client touchpoints
Generates personalized content for newsletters and updates
Schedules and sends timely market updates and educational content
Helps maintain regular contact without increasing workload
Smart Scheduling
Recognizes scheduling requests in client emails
Automatically suggests suitable meeting times based on your calendar or sends scheduling link
Sends personalized meeting invitations with relevant details
Reduces back-and-forth in scheduling client meetings
Sentiment Analysis
Analyzes client communication for tone and sentiment
Flags potentially urgent or concerning messages for immediate attention
Helps prioritize responses based on client needs and emotions
Enables more empathetic and responsive client service
Transform your client communications from reactive to proactive, ensuring every interaction is timely, personal, and valuable.
Data Capture & Compliance
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Intelligent Data Capture & Compliance Automation
Enhance your client profiles and maintain regulatory compliance effortlessly with our AI-powered automation.
Smart Data Enrichment
Scans client emails and communication transcripts
Identifies and extracts valuable client information
Updates CRM profiles with personal details and preferences
Flags potential business opportunities and referral possibilities
Ensures your client data is always current and comprehensive
Automated Compliance Management
Monitors communications for compliance-sensitive content
Automatically generates and stores required compliance documentation
Tracks and logs all client interactions for audit trails
Assists in preparing for regulatory reviews and audits
Transform your practice with AI that never misses a detail, ensuring comprehensive client profiles and robust compliance management.
Software we work with
CRM
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Email/Calendar
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Financial Planning
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Our Pricing
Best for solo advisors and small teams managing less than $100M. One-time implementation fee starting at $500 per workflow. Prices vary based on scope and complexity.
Best for firms with multiple advisors, managing $100M+. Work with a senior automation consultant as a fractional team member for your firm.
Contact for pricing . Best for large RIAs managing $1B+ with an existing technology team. Our expert AI & ML engineers will help turn your firm's AI idea into custom internal software built from the ground up.
About us
Ben Olsen, Founder & CEO
Founded in 2024, Beemo Automation revolutionizes how financial advisors work, allowing them to focus on clients and business growth.
Our founder, Ben Olsen, brings a unique perspective to the industry. As a former financial advisor at Merrill Lynch and an independent firm, Ben gained firsthand experience with advisors' daily challenges and inefficiencies. Driven by a passion for innovation, he transitioned to tech, earning a master's in data science and becoming a software engineer specializing in AI and machine learning.
This rare blend of financial industry insight and cutting-edge tech expertise drives Beemo Automation's innovative approach to solving real-world problems for financial advisors.
Let’s work together
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