Article summary | Learn how AI can help you:
The challenge for wealth managers today
Investors are anxious. Markets are unpredictable. And firms and advisors are expected to be steady and available, all while managing growing to-do lists and client expectations.
That’s why firms that focus on helping advisors scale their empathy, not just their productivity, will be the ones that earn lasting trust with clients.
This is where AI can help. Used thoughtfully, AI can be a powerful tool to help firms and advisors deliver consistent, caring, and highly personalized communication, even under pressure.
Three ways to use AI to scale empathy
At Ulicny, we believe trust is the foundation of every advisor-client relationship. And while we think technology can strengthen those relationships, it’s no substitute for human insight. So, we encourage our partners to explore thoughtfully—trusting but always verifying the insights and information you get from AI.
1. Keeping a pulse on news and trends
In times of market volatility, advisors are inundated with information. AI can help them quickly sort through vast amounts of market news, research, and commentary, surfacing only what’s most relevant to their clients’ portfolios and concerns.
What firms can do
Implement AI-powered content curation platforms to monitor market developments in real time.
How it helps advisors
Saves time by distilling hours of reading and research into concise, actionable insights—and makes it easier to demonstrate foresight, expertise, and empathy.
- How to get started:
Platforms like Feedly and their AI-powered tool Leo can help advisors quickly sort through vast amounts of market news, research, and commentary, surfacing only what’s most relevant to their clients’ portfolios and concerns.
For example, during a market downturn, an advisor might use the tool to scan hundreds of articles and reports, then receive a digest of the top three insights affecting retirement-focused investors. The advisor can then turn those into a calm, confident message tailored to a client’s situation.
By streamlining research and sharpening communication, AI empowers advisors to respond more thoughtfully, reassure more effectively, and reinforce the trust that’s essential in uncertain times.
2. Turning meeting notes into meaningful follow-ups
Advisors capture a lot of information in client meetings, but don’t always have the time to act on every insight. AI can help summarize meeting notes and generate smart, timely follow-ups that reflect the topics and concerns clients care about most.
What firms can do
Integrate AI tools into existing CRM workflows to extract next steps and reminders
How it helps advisors
Advisors get much-needed help with tracking and taking action on key client priorities—making clients feel understood and supported.
- How to get started:
Tools like Fireflies.ai or Otter.ai, integrated with a CRM, can transcribe meetings, identify concerns about market conditions, and generate suggested next steps that can help the advisor respond with empathy and clarity.
For example, if a client expresses anxiety during a call about a recent market drop, the AI can flag that comment and generate a follow-up reminder for the advisor to contact the client later that week with a note of reassurance.
These timely gestures can help reinforce trust and show clients that their advisor isn’t just reacting to the news—they’re actively listening and staying attuned to their concerns.
3. Proactively responding to signs of client anxiety
AI-powered platforms can help advisors spot early signs of client anxiety by analyzing behavior across email, call transcripts, and online account activity. For example, frequent logins or repeated views of market downturn content can signal growing concern.
What firms can do
Build AI dashboards that identify patterns in advisor-client interactions.
How it helps advisors
Advisors can monitor and proactively reach out before concerns escalate.
- How to get started:
Tools like Salesforce Einstein or Practifi can surface insights from CRM data and client communications to flag signs of client worry.
The tools can highlight those insights on a dashboard and send alerts with suggested talking points and outreach ideas to help advisors follow up with a reassuring message or offer to review their long-term planning goals.
The emerging human-tech hybrid
In an era of constant change and rising client expectations, empathy remains the most powerful currency we have.
With the right tools and guidance, firms can empower advisors to listen more deeply, respond more meaningfully, and build stronger, more enduring client relationships.
Do you have a tool or platform that’s working for you right now?
We would like to hear how you’re using AI to serve clients more efficiently and empathetically.
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