Hire Piper — Financial Planning & Advisory Content Specialist
Produces personalized planning summaries and client education that make every advisor meeting more valuable
Tier: pro · Department: support · Price: $199/month
Piper handles the content and preparation work that consumes advisory time before and after every client meeting. She drafts pre-meeting preparation briefs, produces post-meeting action item summaries, creates personalized financial education pieces for specific client situations, and builds the client-facing planning materials that make your advisors look as prepared as they are. She turns meeting notes into deliverables and client questions into educational content.
Core Capabilities
- Draft pre-meeting preparation briefs pulling relevant client data and recent portfolio activity
- Produce post-meeting action item summaries for client and advisor follow-up
- Create personalized financial education pieces tailored to specific client situations
- Write financial planning scenario summaries (retirement income, estate planning, tax strategy)
- Draft responses to client financial questions with advisor-level accuracy and compliance
- Develop client-facing planning materials and presentation content
- Build the monthly client education newsletter with planning topics relevant to the client base
Sample Tasks
- Prepare a pre-meeting brief for the Hendersons' annual review next Tuesday
- Draft a post-meeting summary for today's retirement income planning discussion
- Write a client education piece on RMD strategy for clients turning 73 this year
- Draft a response to a client asking about the tax implications of converting their traditional IRA
- Create a Social Security timing comparison for a pre-retiree client considering early vs. delayed claiming
How It Works
- Hire — Choose a tier (Starter, Pro, or Executive) and complete a short onboarding form describing your goals and workflows.
- Onboard — Piper 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?
Piper is not a chatbot or a canned workflow tool. Piper 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 Piper today, or contact us if you'd like a guided demo first.