Use case · Wealth & financial advisers

More time for clients, less for admin.

Advisers lose hours to scheduling, paperwork and reviews. Agents prepare reviews and keep clients engaged between meetings.

The problem today

×Review prep takes hours

×Clients contacted only once a year

×Paperwork chased by email

The outcome More client time and better-prepared reviews. Talk to us about this

How it runs

Step by step.

Annual reviews scheduled automatically

Documents collected in advance

Review pack drafted for the adviser

Follow-ups after every meeting

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01A 30-minute call with the rainmindz team02A written agent blueprint within a week03No commitment until you approve it

Discovery call · 30 minVideo call with the rainmindz team

Pick a day · November

Pick a time · Mountain Time