An AI assistant and CRM for financial advisors: the meeting, written down before the next one starts.An AI assistant and CRM for financial advisors: the meeting, written down before the next one starts.

A review meeting covers a lot of ground. The account, yes, but also a daughter's wedding, a parent moving into assisted living, a vague worry about the job. You nod, you say you will look into three things, and the next client is already in the lobby.

What you write down in the gap is usually the formal part, because that is what the firm requires. The rest, the texture that makes a client feel known, depends on your memory. Twelve months later you are reading a thin note and trying to recall whether it was the son or the daughter who moved to Denver.

You talk to Hey Alix alone, after the client has left. It is not in the meeting and it does not record anyone. In the browser on your phone or computer, say it the way you would tell a colleague, and it reads back what it is about to save.

• “Just finished with the Hendersons. She's thinking of going part-time next spring. I owe them a comparison of the two retirement dates by the 20th.”
• “Note on Mr. Patel: he mentioned an old 401(k) from his previous employer. Ask about it at the next review.”
• “Task: call Mrs. Alvarez on Monday about updating her beneficiaries.”
• “Book the Nguyens for a review the first Thursday in March at two.”
• “What do I have tomorrow?”

The family map: spouse, children, their ages, who is in college and who just had a baby. The other professionals in the picture, such as the accountant and the estate attorney. How they like to be contacted and how often they expect to hear from you.

Then what they care about, in their own phrasing. “I never want to be a burden on the kids.” “We want the lake house paid off first.” And the open loops: what you said you would send, what they said they would bring next time. Before a review you ask what you know about the Hendersons and hear the whole thread.

Hey Alix does not manage portfolios, place trades, run plans or hold account data. That work stays in your portfolio management and financial planning software, and Hey Alix connects to neither. It also gives no investment or financial advice of its own.

Most important: it is not a system for giving or recording regulated advice, and it does not replace the documentation your firm and your regulators require. Treat it as your personal notebook and to-do list, and check your firm's policy on where client information may be kept. It does not send client emails and it does not transcribe meetings.

Today Hey Alix works in the browser on phone and computer, nothing to install; you need a microphone and an internet connection. Each account's data is isolated from other accounts and the connection is encrypted. The assistant speaks English and Polish. Access is through a waitlist; pricing has not been announced.

Planned and not yet available: reminders where the assistant speaks up on its own when a follow-up is due or a review is an hour away, apps for iOS and Android, and hands-free calls to the assistant through CarPlay.