Meeting Prep And Follow-Up, Done Before You Ask
The work around a client meeting takes longer than the meeting: pulling notes, building the agenda, then turning promises into tasks and forms. Your agent does that in your CRM and calendar, and you approve what goes to clients.
From $10/month 30 days free No credit card
Where The Day Goes
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Prep Means Five Screens
Before a review you dig through CRM notes, last year’s action items and the custodian site just to remember where things stand.
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Follow-Up Items Get Lost
A client mentions a new grandchild or a question about required withdrawals, and three weeks on nobody has opened the task.
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Paperwork Waits On Signatures
Account forms and beneficiary changes sit unsigned while someone sends reminders by hand.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Build The Meeting Brief
The night before a review, the agent pulls recent notes, open tasks and life events from your CRM into a one-page agenda.
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Google Docs -
Outlook - Wealthbox
- Redtail
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Turn Meeting Notes Into Tasks
From your meeting summary, it creates CRM tasks with owners and due dates and drafts the follow-up email for your review.
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Prepare Forms For Signature
It fills the paperwork you name with details from the CRM and stages it for e-signature. Sending waits for you.
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Schedule Annual Reviews
It lists clients due for a review and drafts scheduling emails with open times from your calendar.
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Keep The CRM Tidy
It files emails under the right household, fills missing fields and flags duplicate records for you to merge.
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Salesforce - Wealthbox
- Redtail
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Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- Prep me for tomorrow’s 10 a.m. with Bob and Ellen Carter: last notes, open tasks, anything about the house sale.
- Here are my notes from the Nakamura meeting. Make the Wealthbox tasks and draft the follow-up email.
- Fill out the beneficiary change for Dana Ruiz and stage it in DocuSign. Don’t send it.
- Who hasn’t had a review in the last year? Draft scheduling emails with times from my calendar next week.
- File this week’s client emails in Redtail under the right households.
- Remind me in January which clients said they’d send new pay stubs.
The Plan That Fits
An advisor with a client service associate or paraplanner shares one agent; firms with an operations team fit Business.
Team
$29/mo
Up to 10 people and 20 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Financial Advisors
Will it give investment advice?
No. It handles admin and drafts. Recommendations come from you.
Can it place trades or move money?
No. Trades and money movement stay with you; the agent can prepare the paperwork.
What about recordkeeping?
Client emails go out from your own email account, so they land where your firm already keeps mail. Octopus Prime team chat isn’t a records system and keeps messages for 30 days.
Does it replace my note taker?
No. Keep the note taker you use. The agent works from the notes to do the follow-up across your apps, and meetings held in Octopus Prime come with a transcript and summary.
Is client data used to train AI?
That depends on the AI plan you connect. Choose a provider whose terms your firm approves.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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