How AI Helps Personal Financial Advisors
Advisors spend hours on meeting notes, follow-up letters and CRM updates. 12² builds note and letter templates around the CRM, with every client-facing item reviewed and archived.
Advisory Firm Meeting & Paperwork Desk · From $4,500 + $349/mo, by team size · proposed estimate · It says it is an automated assistant whenever it talks to someone directly, and your team reviews what it drafts before it goes out.
Ai for financial advisors: the short answer.
12² builds AI for personal financial advisors that takes on the routine work: drafting meeting summaries, follow-up letters and CRM notes, and marketing copy for compliance review. It runs inside the tools you already use. The SEC marketing rule still applies, so the firm reviews and keeps every advertisement.
Sources
- SEC marketing rule (206(4)-1): adviser ads may not be misleading, testimonials need disclosures, and advertisements must be kept as recordssec.gov
- General office-writing evidence, not a study of this job: in an RCT, ChatGPT cut professional writing time 40% and raised quality (Noy & Zhang, Science 2023)news.mit.edu
Research figures above describe the cited studies, not results 12² promises. Results vary. Disclosures
Where the hours go now.
Drafting meeting summaries from advisor notes
Advisors spend hours on meeting notes, follow-up letters and CRM updates.
Follow-up letters and task lists
Rebuilt from scratch each time, usually at the end of the day.
Updating cRM notes
The dates and records live in inboxes, spreadsheets and people's heads.
What it handles, and what it never does.
What it handles
- Drafting meeting summaries from advisor notesIt drafts meeting summaries from advisor notes for review.
- Follow-up letters and task listsIt drafts follow-up letters and task lists.
- Updating cRM notesIt updates CRM notes for review.
- Drafting marketing copyIt drafts marketing copy for compliance review.
- Hand-off to your teamAnything that needs a person goes to the right person, with the details attached.
What it never does
- Make up a price or a factIt works only from the documents, records and price lists you give it. Anything it can't find goes to your team.
- Promise a resultQuestions about outcomes go to the person who does the work.
- Pretend to be a personIt says it is an automated assistant whenever it talks to someone directly.
- Send anything on its ownDrafts wait for your team's approval before anything goes out.
Built and tested on your own work.
Before handoff, we run your build on your own real examples and fix anything that misses.
- Tested on your own workBefore handoff, we run your build on your own real examples and fix anything that misses.
- Retainer, then balance on deliveryRetainer up front. Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass.
- Fixed price, scope and timelineAll three in writing before work starts. The timeline is set in your quote.
- What 12² buildsNote and letter templates around the CRM, with every client-facing item reviewed and archived.
- How it connectsWe confirm how it connects to your CRM on the first call and write it into your quote.
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See also: all industry packages · pricing
From $4,500 + $349/moSetup + monthly, by size. The monthly fee covers monitoring, fixes and re-tests for your package as your templates, documents and staff change. AI and software usage is billed at cost. Proposed starting estimates by team size, not fixed prices; the final price is in a written quote.
- Small: Small firm (1-10 staff)From $4,500 + $349/mo. The core build for 1-10 staff: note and letter templates around the CRM, with every client-facing item reviewed and archived. Proposed estimate. Small tier; monthly covers hosting, monitoring and fixes.
- Mid-size: Mid firm (11-50 staff)From $9,500 + $750/mo. Everything in Small firm, for more users, inboxes and calendars, with hand-off rules set for each role. Proposed estimate. More users, locations or integrations.
- Enterprise: Large firm / enterprise (50+ staff)From $25,000, custom quote. Everything in Mid firm, across locations or departments, with system integrations and a security review scoped in your custom quote. Proposed estimate floor; scope, integrations and security review set the final number. No cap.
- Retainer up front Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass. Scope, price and timeline are agreed in writing before work starts.
- You own itThe accounts, scripts, templates and data sit in your name. You can leave at any time.
- Compliance and dataSEC marketing rule: no misleading ads, testimonial disclosures, and records of every advertisement; books-and-records retention for communications; CCO approval.
- Not professional adviceNot investment advice: your advisers approve every recommendation and client communication, and the SEC marketing and recordkeeping rules apply to you. 12² builds software and automations. It is not a licensed professional in your field, and your team makes every professional decision. Disclosures
Straight answers.
Is AI marketing copy compliant?
Only after your CCO reviews it; the SEC marketing rule still applies and ads must be kept.
How does payment work?
Retainer up front. Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass.
How long does it take?
Timelines are set per project in the quote, after we see your systems and volume.
Are these prices final?
No. They are proposed starting estimates. You get a written custom quote after a short scoping call.
Tell us how you handle follow-up letters and task lists now.
A few lines is enough. If it's a fit we'll say so, and if it isn't we'll tell you why.
- You'll hear back within one business day12² reads your note and replies about your project.
- A free 20-minute callHow the work runs now, what gets missed, and what your team needs from it.
- A fixed quoteYour size, scope, date and price in writing before any work starts.
Prefer email? Write to [email protected]
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