We Modernize Wealth Management Businesses

Our services streamline your business with tech strategy, tailored automations and custom AI solutions.

Key Benefits of AI Automation

  • Automate repetitive tasks and streamline workflows. Free up hours each week to focus on high-value activities like client relationships and strategic planning.

  • Automatically capture and update client information from emails and meeting transcripts. Build comprehensive, always up-to-date CRM profiles that reveal new opportunities and deepen client relationships.

  • Deliver personalized service at scale. Respond faster, provide more tailored advice, and anticipate client needs proactively.

  • Automate compliance tasks and documentation. Identify required disclosures and generate audit friendly documentation.

Our process

1. Consult

We learn about your practice and tech setup in a quick, focused session. Our team spots key areas where automation can make the biggest impact. We make sure to understand your workflow so our solutions fit seamlessly into your business.

2. Design

We create custom automation solutions for your business, mapping out streamlined workflows that integrate with your existing systems.

3. Implement

We build and integrate your automations, ensuring smooth functionality with your current tech stack.

4. Support

We provide ongoing maintenance and optimization. Our team continuously monitors your automations, making adjustments as your business evolves. We also offer regular check-ins and updates to ensure you're always getting the most out of your automated systems.

Popular Use Cases

Client Meetings

  • AI-Powered Meeting Lifecycle Management

    Streamline your client meetings from preparation to follow-up with our intelligent automation.

    Pre-Meeting Prep

    • Auto-generates comprehensive meeting prep sheets

    • Pulls data from CRM, client notes, and email history

    • AI-crafted conversation starters and talking points

    • Highlights recent communications and client goals

    • Creates and assigns pre-meeting tasks in your CRM

    Post-Meeting Follow-Up

    • Utilizes meeting transcripts for accurate follow-ups

    • Drafts personalized client summary emails

    • Updates CRM with key notes and action items

    • Syncs new data with financial planning software

    • Ensures nothing falls through the cracks

    Elevate your client interactions and save hours of manual work with our end-to-end meeting management solution.

Client Communications

  • AI-Enhanced Client Communications

    Elevate your client interactions with personalized, timely, and compliant communications powered by AI.

    Intelligent Email Assistance

    • Automatically drafts personalized email replies using CRM data

    • Allows advisors to review and refine before sending

    • Ensures consistent tone and messaging across all communications

    • Saves time while maintaining a personal touch

    Proactive Outreach

    • Identifies opportunities for meaningful client touchpoints

    • Generates personalized content for newsletters and updates

    • Schedules and sends timely market updates and educational content

    • Helps maintain regular contact without increasing workload

    Smart Scheduling

    • Recognizes scheduling requests in client emails

    • Automatically suggests suitable meeting times based on your calendar or sends scheduling link

    • Sends personalized meeting invitations with relevant details

    • Reduces back-and-forth in scheduling client meetings

    Sentiment Analysis

    • Analyzes client communication for tone and sentiment

    • Flags potentially urgent or concerning messages for immediate attention

    • Helps prioritize responses based on client needs and emotions

    • Enables more empathetic and responsive client service

    Transform your client communications from reactive to proactive, ensuring every interaction is timely, personal, and valuable.

Data Capture & Compliance

  • Intelligent Data Capture & Compliance Automation

    Enhance your client profiles and maintain regulatory compliance effortlessly with our AI-powered automation.

    Smart Data Enrichment

    • Scans client emails and communication transcripts

    • Identifies and extracts valuable client information

    • Updates CRM profiles with personal details and preferences

    • Flags potential business opportunities and referral possibilities

    • Ensures your client data is always current and comprehensive

    Automated Compliance Management

    • Monitors communications for compliance-sensitive content

    • Automatically generates and stores required compliance documentation

    • Tracks and logs all client interactions for audit trails

    • Assists in preparing for regulatory reviews and audits

    Transform your practice with AI that never misses a detail, ensuring comprehensive client profiles and robust compliance management.

Software we work with

CRM

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More

Email/Calendar

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More

Financial Planning

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More

Our Pricing

Per Workflow Automation
$500.00
One time

Best for solo advisors and small teams managing less than $100M. One-time implementation fee starting at $500 per workflow. Prices vary based on scope and complexity.


✓ Test your workflow, get a refund if you dont like it
✓ Low monthy cost for maintenance and support
Fractional Automation Officer
$5,000.00
Every month

Best for firms with multiple advisors, managing $100M+. Work with a senior automation consultant as a fractional team member for your firm.


✓ Strategic tech & automation advisory
✓ Unlimited custom workflow automations implemented
✓ Team training & education
✓ Weekly meetings
✓ Cancel any time & keep what we build
Custom Software Development

Contact for pricing . Best for large RIAs managing $1B+ with an existing technology team. Our expert AI & ML engineers will help turn your firm's AI idea into custom internal software built from the ground up.

About us

Ben Olsen, Founder & CEO

Founded in 2024, Beemo Automation revolutionizes how financial advisors work, allowing them to focus on clients and business growth.

Our founder, Ben Olsen, brings a unique perspective to the industry. As a former financial advisor at Merrill Lynch and an independent firm, Ben gained firsthand experience with advisors' daily challenges and inefficiencies. Driven by a passion for innovation, he transitioned to tech, earning a master's in data science and becoming a software engineer specializing in AI and machine learning.

This rare blend of financial industry insight and cutting-edge tech expertise drives Beemo Automation's innovative approach to solving real-world problems for financial advisors.

Let’s work together

Interested in working together? Fill out some info and we will be in touch shortly! We can't wait to hear from you!