Concierge Wealth Management
Two person wealth advisory firm, San Diego, California
- Size
- 2 staff plus a part time caller
- Where
- US
The job
The firm built a custom HubSpot agent that looks at several deal properties together, spots stalled client opportunities and suggests the advisor's next step. It also set up Breeze Assistant so the part time caller can look up details such as which meeting link to use and what lifecycle stage a client is in without asking the advisors. Marketing Studio drafts campaign content inside the same system.
Tool: HubSpot Agent Builder and Breeze Assistant
What happened
The firm estimates it saves $70,000 to $90,000 a year across its three businesses without new headcount.
The custom agent had completed 36 runs by the time of the story. The firm says it runs three businesses without new headcount after deliberately scaling down its internal team.
Before you believe it
HubSpot wrote the story, so it is a vendor story. The saving is an estimate by the firm and the page does not show the sums behind it. The agent has only 36 runs, so the evidence of use is thin. This is a regulated advice firm, so check what client data you allow an agent to read. Date not shown on the source page.
Try this prompt
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here are the fields we hold for each open client deal: [FIELDS] and here are three deals with their values: [DEALS]. Say which deals look stalled and why. Suggest one next step per deal for the advisor to take this week. Do not suggest anything that gives investment advice.
Source
HubSpot ↗, Not shown · vendor story
This source was written or published by the supplier of the tool, so treat the claim as a sales story.
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