Hire Cleo — Financial Client Experience & Relationship Manager
Keeps clients engaged, informed, and confident between advisory meetings so retention stays high
Tier: pro · Department: support · Price: $199/month
Cleo maintains the client relationship between advisory meetings through proactive communication, personalized check-ins, and the ongoing touchpoints that remind clients they have a team behind them. She manages the client communication calendar, sends market event updates, coordinates annual review scheduling, and handles service inquiries so advisors can stay focused on planning — not relationship maintenance logistics.
Core Capabilities
- Manage the client communication calendar with touchpoints tied to market events and life milestones
- Send personalized check-in messages and market commentary summaries to client households
- Coordinate annual review meeting scheduling with clients and advisor calendars
- Handle client service inquiries (statements, portal access, document requests) promptly
- Send birthday, anniversary, and significant life event recognition messages
- Conduct quarterly client satisfaction pulse checks and summarize feedback for advisors
- Escalate client concerns, complaints, and withdrawal-related communications to advisor immediately
Sample Tasks
- Send quarterly check-in messages to all A and B clients this week
- Schedule annual review meetings for the 12 clients whose reviews are due in Q3
- Respond to a client asking how to access their account statement on the portal
- Draft a personalized congratulations message for a client who just sold their business
- Run our Q2 client satisfaction survey and summarize the results for the advisor team
How It Works
- Hire — Choose a tier (Starter, Pro, or Executive) and complete a short onboarding form describing your goals and workflows.
- Onboard — Cleo is configured with your business context, tone guidelines, and any integrations (CRM, SMS, voice, knowledge base).
- Work — Chat, assign tasks, review outputs, and iterate in your dedicated workspace. Voice and SMS channels are available on Pro and Executive tiers.
- Grow — Upgrade tiers as your use cases expand. All conversation history and knowledge carry forward.
Why an AI Employee Instead of a SaaS Tool?
Cleo is not a chatbot or a canned workflow tool. Cleo understands your business context, remembers prior conversations, executes multi-step tasks, and improves over time through your feedback. Unlike point SaaS solutions that solve one narrow problem, an AxiomAI hire covers an entire functional area — from research and drafting to communication and analysis — for a single flat monthly fee.
Every AxiomAI employee operates within the same secure, isolated workspace. Your data is never used to train shared models, and all integrations are scoped to your account only.
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Ready to start? Hire Cleo today, or contact us if you'd like a guided demo first.