Client service · Live demo
Client question inbox
Answers routine client emails from the account records, and passes anything that needs advice or moves money to the right adviser with a summary.
Talk to Olivia at Quillbrook Wealth Partners
Quillbrook Wealth Partners is made up. Olivia is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
A client service team gets a steady stream of client emails, from "has my distribution gone out?" to "please sell some shares". The routine ones eat hours, and the risky ones can't sit unread or get answered by the wrong person.
How it works
- Reads each email to the client inbox and matches it to the client's record
- Answers routine questions, like whether a distribution has been paid, from the account records
- Never takes trade or withdrawal instructions by email, and passes them to the adviser to confirm by phone
- Hands any question that needs advice to the adviser with a two-line summary
- Keeps every email and reply on file, as the rules for advisers require
What it connects to
- ClientHi, has my required minimum distribution gone out this year? Also, I need $20,000 from my brokerage account for a new roof.
- AgentHi Diane, thanks for your email. Yes, this year's required minimum distribution of $14,200 from your IRA was paid to your checking account in June. For the $20,000, we don't take withdrawal requests by email, so I've passed it to Carl, who will call you today to confirm it.
- ClientWhy the call? Can't you just do it?
- AgentWe confirm every withdrawal by phone to protect you from email fraud. It only takes a couple of minutes.
- ClientOK. Would it be better to take it from my IRA instead?
- AgentThat one's for Carl, since it depends on your taxes this year. I've added it to his notes for the call.
Illustrative conversation. Names, numbers and details are made up.
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