Spend more time growing AUM, less time on admin
CustomerIQ’s AI assistant automates meeting notes, updates your CRM, organizes your inbox, and drafts replies and follow-ups so you and clients have everything you need.
Client teams spend 74% of their time on admin work. We get you that time back.
CustomerIQ fits right into your workflow, quietly automating tedious administrative tasks while you focus on prospects and clients.
AI-Powered Meeting Notes
Capture every crucial detail automatically—so you can focus on the conversation, not on taking notes. Record, transcribe, and summarize Zoom, Google Meets, and MS Teams calls.
CRM Data Entry on Autopilot
Stop manual logging and let AI seamlessly update contacts, deals, and tasks—so you can focus on selling, not data entry.
Follow-Ups and Replies Done for You
CustomerIQ drafts personalized, context-rich replies, organizes your inbox, and pulls from your content library—without lifting a finger OR leaving your inbox.
Content linked exactly where you need it
Upload key enablement resources so your AI can seamlessly weave the right documents, links, and data into every email it writes.
How we save you 5 hours per week on admin work
Financial advisors spend hours each week taking notes, logging calls, and ensuring compliance documentation is up to date. That’s time that should be spent building relationships, managing portfolios, and growing AUM. CustomerIQ automates these tasks so you can stay focused on client work while keeping everything organized effortlessly.
Connect your inbox and calendar
CustomerIQ learns your writing style, organizes your inbox, and works alongside you in meetings and replies to keep deals moving.
We automate 100% of your meeting notes and CRM data entry
Really, all of it. CustomerIQ's AI captures data for any CRM field, from text fields to custom dropdowns across contacts, companies, and deals. Perfect data for marketing and segmentation without lifting a finger.
We draft follow-ups and replies directly in your inbox
After each meeting you'll find a pre-drafted email, in your voice, complete with content links and action items mentioned on your call.
As client emails pour in, we draft replies so they have the answers they need, fast.
We capture key action items to keep client engagements on track
Your AI Assistant learns what drives successful client engagements and automatically extracts next steps and action items from meetings.
Deliver insights to win more clients and streamline engagements.
CustomerIQ will extract and cluster frequently asked questions, feature request, objections, and more automatically.
Why top financial advisors use CustomerIQ
Payments
Save 5+ Hours Per Week
Spend time on clients, not admin.
Handshake
Built for Compliance
Every meeting summary is structured for regulatory requirements.
Sync
Effortless Follow-Ups
AI drafts personalized client emails in your voice.
Settings
Seamless Integration
Works with your CRM, meeting tools, and email.
Compliance and SecurityBuilt for Financial Advisors
We understand the importance of data security and regulatory compliance in the accounting industry. CustomerIQ ensures that your client interactions are handled with the highest compliance standards:
50X faster than doing it yourself.
40X cheaper than hiring an assistant.
Test it out for yourself with a free trial
25+ Hours
$1,300
Let's be real
25+ Hours
$3,000/mo
100%
Effortless client management—no manual work required.
