Industry
Financial Advisors
Every meeting arrives with a brief, every review gets scheduled in its month, and every unsigned document is followed up until it lands. An AI Employee gives a book of any size the service of a family office. Quietly, on schedule.
The problem we hire against
Every advisor promises an annual review, and in most books a third of clients quietly never get one, which is how accounts drift away.
An AskEleven Employee schedules every review in its proper month and chases every unsigned transfer until it is filed, for $850 a month.
Day one
Handled from the first week.
Meeting briefs
Preps every client meeting: holdings, last conversation, open items, and what changed since.
Review scheduling
Books every annual review in its proper month and reschedules the ones that slip.
Paperwork follow-up
Follows up on every unsigned form and transfer courteously until it is signed and filed.
The roles
Where to start in your business.
Executive Assistant
Clears the inbox, briefs the meetings, and drafts the replies, so your morning starts at decision speed.
Client Relations
Answers every inquiry the hour it arrives, remembers every preference, and keeps every client feeling like the only one.
Scheduling
Keeps the calendar confirmed, refilled, and briefed, without a single reminder from you.
Every great team reaches ten. Hire the eleventh.
Pick one role and have it working in days, from $850/mo, 30-day guarantee. Or ask the demo what it would handle in your business.
Hire an AI Employee