More communication without losing personal touch, AI for financial planners

A financial planner’s success relies on building strong relationships and demonstrating an understanding of their clients and their financial goals. Skail enables planners to create personalized communications in far less time, allowing for more frequent client interactions, stronger relationships, and significant time savings.

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Plan and schedule your client communication

Integrate Skail with your CRM and Calendar to receive pre-drafted emails each morning based on the day’s events. Spend less time crafting emails and more time focusing on beneficial, actionable tasks for your clients.

No need to worry about client data

With Skail’s proprietary model, your clients’ data remains secure, never shared with third-party providers or stored on our servers. You can continue communicating with your customers just as you do now.

Continually becoming more you

Skail’s platform will continually offer customers the chance to improve their digital self. Everything from new facts it needs to learn, phrases it should commonly use, or common writing compositions – with more time, your digital self becomes more like you.

AI for financial planners, no need to code

Skail’s model is the only communications platform with built-in context learning. Unlike others that require extensive training on each data field and its importance, Skail automatically comprehends your data fields to craft effective communications.