AI for financial advisors & rias
How AI actually fits
inside financial advisors & rias.
The full Automatic stack, tuned for how financial advisors & rias actually operate: the workflows, the client or patient relationship, the vendor book, the strategic roadmap, and the search surface. Five services. One senior-led team. Shipped into your environment, owned by your team when we're gone.
How this page works
Five services. One plan that starts wherever you feel the pain.
Every Automatic service can be scoped for financial advisors & rias. Most clients start with one service, prove the ROI, and add the next one when it makes sense. The five cards below show what each service looks like inside a financial advisors & ria practice or business — so you can see, concretely, where AI lands first.
The work is senior-led, model-agnostic, and shipped inside the stack you already run. We tell you what to do first, ship it in weeks, train your team, and leave the runbook behind.
Our services for financial advisors & rias
What each one actually looks like.
Click into any service for the full engagement detail. Or book a 30-minute diagnostic and we'll tell you which of the five is highest leverage for your situation.
01
AI Workflow Automation
The grind work, handled in the background.
Client review prep, IPS drafting, RMD and tax-loss-harvest checklists, compliance-approved marketing drafts, and next-best-action surfacing from your CRM.
Full service detail →02
Client Experience AI
Senior-level service, every day.
Client review packages generated from custodian data, birthday and life-event touches, CE content personalized per client — all under supervisory review.
Full service detail →03
Vendor & Supplier Intelligence
Procurement that reads its own contracts.
Custodian, TAMP, subscription-research, and planning-software contracts audited. Advisors often find 10–20% in stack savings their compliance team didn't catch.
Full service detail →04
AI Strategy & Adoption
A 12-month roadmap your team runs.
A 12-month roadmap under FINRA/SEC supervision rules: model routing that keeps PII off public APIs, supervisory archival, and WORM-compliant storage of every AI output.
Full service detail →05
SEO, AEO & GEO
Get found on Google. Get cited by ChatGPT.
Technical SEO, schema.org structured data, pillar and cluster content, and AI citation tracking across ChatGPT, Claude, Perplexity, and Google AI Overviews. We've mapped this out specifically for financial advisors & rias — including the product or service schema that matters in your vertical and the queries buyers actually run.
Not ready for a delivery engagement?
Work with Nick 1:1 before the agency ships anything.
For financial advisors & rias operators who want a thinking partner before (or instead of) a full delivery engagement. Two working sessions a month plus direct async access with Nick Harris, founder of Automatic.
Questions
What financial advisors & rias teams ask before the first call.
Where do most financial advisors & rias start?+
Most financial advisors & rias teams start with whichever of the five services is closest to the pain they feel every day — usually workflow automation or client experience. We do a 30-minute diagnostic call first, tell you the highest-leverage move for your situation, and only then scope work. We'd rather say "wait 90 days" than sell the wrong sprint.
Do we have to buy all five services at once?+
Never. Most financial advisors & rias engagements ship one service first, prove the ROI in a month or two, and then add the next one when it makes sense. Every engagement is scoped against the problem in front of you, not a tier sheet.
Do you work with our existing stack?+
Yes. We're model- and stack-agnostic. We've shipped alongside every major EHR, CRM, practice-management, and ERP system. We adapt to your stack instead of pushing a migration you didn't ask for.
How fast do we see results?+
First working system lives inside six weeks on a starter engagement. Most clients see a measurable reduction in admin hours by month two. We report hours saved, leads captured, or revenue moved every month in writing.
What about compliance and security?+
Every engagement ships with a governance layer: data classification, access control, human-in-the-loop checkpoints, audit trails. We've run under HIPAA, SOC 2, FINRA, and FERPA environments. We design the guardrails before we write the first prompt.
AI for other industries
Same services. Tuned per vertical.
Your next move
A 30-minute diagnostic. We'll tell you the one move that makes the biggest difference for financial advisors & rias.
No deck, no discovery fee. You walk out with a ranked list of AI opportunities inside your business — hire us or not.