The Vendor Agent tracks every software contract, license and integration in your practice, so the firm owner reviews renewals early, not at list price.
EngageSuite360 Blog — articles by industry
The Seminar Agent sends invitations, tracks RSVPs, reminds guests and books follow-up meetings, so the advisor and CSA focus on the prospects in the room.
The Referral Agent logs every referral to its source, sends thank-yous and status notes, and keeps a cadence with each CPA and attorney for the principal.
The Prospect Follow-Up Agent keeps every seminar, referral and web prospect on a nurture cadence and flags buying signals, freeing advisors for meetings.
The RMD Agent tracks every household's required distribution all year, sends reminders and paperwork early and builds CPA tax packages, freeing operations.
The Account Paperwork Agent pre-checks transfer and maintenance forms, tracks ACATS status and chases holds, so operations can get off hold lines.
The Money Movement Agent prepares wire, ACH and journal paperwork, runs the verification checklist and tracks each request, so your team serves clients.
The Meeting Documentation Agent turns each client meeting into a supervised file note with rationale and tasks, so your CCO reviews rather than chases.
The CRM Data Entry Agent logs client calls, emails and texts, updates account fields and opens tasks for every request, freeing the service associate.
The CRM Data Entry Agent writes structured meeting notes, updates household fields and opens follow-up tasks after every review, freeing the advisor.
The Review Scheduling Agent finds overdue households, books them back on cadence and absorbs every reschedule, freeing the associate who ran the calendar.
The Meeting Documentation Agent drafts a compliant summary of every client meeting and logs it for supervisory review, so advisors stop writing memos late.