AI Assistant for Financial Advisors
Righthand helps financial professionals manage client relationships, appointment scheduling, and follow-ups with security and discretion.
Challenges We Solve
- Managing complex client calendars
- Ensuring timely client reviews
- Responding to client inquiries professionally
- Tracking follow-ups and action items
- Balancing client service with prospecting
How Righthand Helps
Client review scheduling
Righthand proactively schedules periodic client reviews and handles all coordination.
Professional communication
Righthand responds to client inquiries with appropriate professionalism and discretion.
Follow-up tracking
Never miss a follow-up on investment recommendations or client requests.
Key Benefits for Financial Services
- Strengthen client relationships through consistent contact
- Professional scheduling experience
- Never miss a follow-up opportunity
- More time for high-value advisory work
- Scalable client communication
Frequently Asked Questions
How does Righthand handle sensitive financial information?
Righthand is designed with security in mind. You control what information it can access and communicate.
Can Righthand schedule annual reviews automatically?
Yes, Righthand can track review schedules and reach out to clients when reviews are due.
What about compliance recording requirements?
Righthand maintains records of communications that can support your compliance requirements.