Subtitle: How top advisors are using AI to deliver fast, personalized support — 24/7.
By Able AI | 5 min read
Let’s face it: today’s clients expect Amazon-level service, even from their financial advisor.
They want answers fast, clear next steps, and simple, digital experiences — whether it’s 2 p.m. or 10 p.m.
The challenge? You’re running a lean team, and no one signed up to answer “Where’s my form?” emails after hours.
That’s where always-on, AI-powered client support comes in.
Even the best-run firms hit service bottlenecks:
Clients wait days for basic answers
Advisors get bogged down with admin requests
Support teams juggle emails, voicemails, and tasks in multiple systems
No visibility into who’s waiting on what
And when clients don’t feel seen or supported, trust erodes.
With Able’s AI-powered Client Support Assistant, your firm delivers world-class service — without overwhelming your team.
Here’s how it works:
✅ 24/7 assistance for common client questions
✅ Smart routing for service requests (e.g., address changes, paperwork status)
✅ Instant responses that are personalized and compliant
✅ Escalation workflows that loop in the right advisor when needed
✅ Real-time tracking and logging for every interaction
👤 Client (Sunday 9:23pm): “Did you get my transfer paperwork?”
🤖 Able Assistant: “Yes — your paperwork was received Friday at 3:12pm. We’ve submitted it to the custodian, and you’ll receive a confirmation once processed. Anything else I can help with?”
The client gets peace of mind instantly.
Your team doesn’t wake up to an inbox fire.
Firms using Able’s Support Assistant report:
📉 Fewer service emails & calls
📈 Faster resolution times
💬 Higher client satisfaction scores
✅ More time for advisors to focus on planning & relationships
“Clients love it. We love it. It’s like hiring a digital service rep that never gets tired.”
— Operations Director, $650M RIA
Able AI can handle:
Form delivery and status updates
Document uploads and reminders
Appointment confirmations
Account access & login help
General process guidance
RMD & quarterly check-in nudges
And everything is tracked, timestamped, and compliant.
You don’t need a bigger team. You need a smarter, faster, more scalable way to serve your clients.
Let us show you how.