Borsboom Consulting

Financial advisors, insurance and wealth

Keep in touch with every client without adding another assistant.

Borsboom Consulting helps owners of financial advisory, insurance and wealth firms put AI on meeting notes, follow-up and review prep. The advisor approves every message before it goes out.

Book a meeting Get the 5 jobs guide

Where the repeat work usually sits

Your business runs on relationships, and relationships run on follow-up. These are the jobs firms usually look at first.

The 5 jobs to fix first, for advisors and insurance

  • Meeting prepA one-page brief before each review: what changed, what is open, what the client told you last time.
  • Meeting notes and follow-upWith the client's consent, a review meeting turned into a file note, tasks and a follow-up email for the advisor to approve.
  • Staying in touch on scheduleWho is due, at the rhythm you set for each kind of client, with a reason to reach out and a draft note.
  • Applications, renewals and transfersForms pre-filled from what is already on file, with the gaps listed and renewal reminders drafted.
  • The inbox and routine questionsRoutine questions drafted for a person to approve, and anything that reads as advice sent straight to the advisor.

Your compliance rules still apply

AI drafts. A licensed person decides what goes out.

  • The advisor approves every messageNothing goes to a client without a person reading it and choosing to send it.
  • Your review process stays in placeIf a communication needs compliance review today, it still gets it.
  • Business accounts onlyClient work runs on the firm's business account, never a personal one.

How we would work together

One job at a time, so your team learns it and trusts it before the next one starts.

  1. Plan

    A two-week paid look. We pick the one job costing you the most, measure how long it takes today, and agree what success looks like before anything is built.

  2. Build

    One assistant for that job, built for a fixed price and tested on real past work before it touches anything live.

  3. Keep it running

    We review the results with you each month, fix what needs fixing, and choose the next job together.

How it works, step by step · About the paid look

An honest note on proof

I do not have a financial firm's case study to publish yet. The closest work is my own: keeping in touch with a long list of relationships at the right rhythm, with AI drafting each check-in and me approving every one, and running my own books from bank statements.

Questions advisors ask

Does this work with our CRM?
Most CRMs can be connected. I test what the connection can and cannot do before anyone relies on it.
Will clients know AI was involved?
Every message is read and sent by the advisor, who can edit it like any other draft. How you describe your process to clients stays your decision.
What about client financial data?
Client work runs on the firm's business account, and we decide job by job what data a job actually needs. More in the data and safety answers.
Where do we start?
With a short meeting, then a two-week paid look to find the one job worth fixing first.

Start with a conversation

Tell Devan about the repeat work that takes the most time in your practice. If AI is a good fit, he will say so. If it is not, he will say that too.

Book a meeting Text (403) 919-3151

Prefer email? [email protected]