AI Email Automation for Financial Services
Independent financial advisory firm - 25 advisors, 1,800 managed clients
-65% (from 3h to 1h/day)
Email management time per advisor
92%
Emails classified automatically
58% of volume
Responses generated (approved drafts)
+50h/month for the team
Advisory time recovered
+8% in 12 months
Incremental AUM (more relationship time)
The problem to solve
Each advisor received 80+ emails/day from clients, banks, asset management companies, and insurance firms. 60% of emails only required classification, forwarding, or standard replies (receipt confirmations, case status, requested documents). Advisors lost 3 hours/day managing email at the expense of client relationships.
What we implemented
AI email management agent that: (1) automatically classifies emails by type, urgency, and client, (2) generates draft replies for standard requests, (3) extracts attachments and files them in the correct client folder, (4) sends alerts for urgent communications and deadlines, (5) generates a daily digest for each advisor.
Measured impact
Email management time per advisor
-65% (from 3h to 1h/day)
Emails classified automatically
92%
Responses generated (approved drafts)
58% of volume
Advisory time recovered
+50h/month for the team
Incremental AUM (more relationship time)
+8% in 12 months
Timeline
8 weeks (4 development + 2 CRM integration + 2 go-live)
Investment
35,000 - 50,000 EUR (Innovation Manager Voucher up to 80,000 EUR)
Similar projects
Want similar results in your company?
We'll analyze your processes for free and show you where AI can generate the greatest impact.