Christine AITry Christine
Financial Advisor Guide

How to Automate Lead & Client Tracking as a Financial Advisor

Missing a follow-up with a prospect like the Petersons can cost you $15K in AUM. Between compliance notes and portfolio reviews, manual tracking lets leads slip away, putting your quarterly revenue goals at risk.

The Current Reality

The Manual Way

Jotting names on legal pads during coffee meetings, then trying to move that data into your CRM later while wrestling with compliance checkboxes.

45 minutes per new lead
  1. Scribble prospect details and risk tolerance on a notepad during the initial coffee chat
  2. Manually type notes into CRM fields before the day ends, often missing important data points
  3. Set a generic calendar reminder to 'follow up' without specific context or next steps
  4. Search email threads later to recall specific investment concerns discussed weeks ago

With Christine AI

The Christine Way

Voice-note meeting details right after walking out; Christine pulls out action items, updates your sheet, and schedules the exact follow-up.

You

Voice note: 'Just met Sarah Chen. She has $400K rollover from TechCorp, worried about concentration risk. Wants to see a diversification plan by Friday.'

Christine

Creates a row in 'Active Leads' Google Sheet with source, amount, and pain point; drafts a calendar invite for Friday prep.

You

Text: 'Send Sarah the diversification case study we used for the Dr. Evans account last month.'

Christine

Finds the specific document, attaches it to a personalized email draft, and queues it for your review.

Time Saved Per Week

6 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just finished coffee with Mark Davis. He's rolling over $250k from his old 401k but is terrified of market volatility right now. Needs a conservative allocation proposal by Tuesday.
9:41 AM
Got it. I've added Mark to your 'Q2 Prospects' sheet with the $250k value and 'volatility concern' tag. I also blocked 45 mins on Monday at 9 AM for you to build his proposal.
9:41 AM
Perfect. Draft an email to him thanking him for the chat and attaching that bond-ladder example we did for Mrs. Yamamoto.
9:42 AM
Draft ready in Gmail. It references the bond-ladder strategy specifically for volatility protection. Want me to send it or do you want to tweak the tone first?
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support