The AI company for Atlanta businessesIndustries · Financial advisors
AI for financial advisors. More time with clients. Their data stays private.
Meeting prep, notes and follow-up eat the week. AI does the writing, and client data stays private.
What financial advisors and wealth firms tell us, and what AI does about it
01
“Email eats my day”
Replies drafted, meetings confirmed and follow-ups sent after every review.
02
“Contracts, forms and paperwork take forever”
Meeting notes, summaries and client letters drafted for your review.
03
“Leads go cold before I follow up”
Referrals and prospects get a timely, personal follow-up.
04
“I answer the same questions over and over”
Common client questions answered consistently, with anything personal routed to you.
Learn it
Lessons built for your financial advisors business
Start with the seven Foundations, written around your business and your numbers. Then paths picked from the problems you choose.
HOW THE ACADEMY WORKS >Have it built
What the RMDW team builds
- Private AI for sensitive files. An AI assistant for the office that keeps client files private and never trains anyone's AI.
- Follow-up that runs itself. Every lead, quote and past customer gets the right message at the right time.
- A custom app for how you work. When your software doesn't fit, the RMDW team builds the tool that does.