Email management AI agents for finance

Maximize productivity with AI automation, allowing you to focus on your core finance tasks while managing emails efficiently.

Transform how you manage client communications with Glide's AI Agent

Our emAIl management AI agents cater specifically to finance professionals by automating routine tasks such as sorting, prioritizing, and responding to client inquiries. This allows roles like financial advisors, analysts, and accountants to concentrate on strategic decision-making and personalized client engagement, freeing them from the repetitive aspects of email management and enhancing overall productivity.

Initiate your custom email assistant

Set up your email preferences for tailored support in managing your finance-related communications.

AI agent organizes your financial emails

The AI agent sorts and prioritizes your emails, allowing you to focus on strategic tasks and client needs.

Review and approve AI recommendations

Review the AI's suggested actions and confirm them to take appropriate next steps for your clients.

AI agents ready for efficient email organization

Effectively manage financial communications—from client inquiries to complex regulatory updates.

Glide provisions custom AI agents for your finance business in a matter of weeks.