Email management AI agents for financial services
Elevate your productivity with AI automation for efficient email management tailored to your financial services needs.
Get your AI agentTrusted by over 100,000 high-performing companies
Transform how you manage client communications with Glide's AI Agent
Our emAIl management AI agents are designed specifically for professionals in the financial services industry, from advisors to compliance officers. By handling repetitive tasks like sorting and prioritizing emails, these agents allow you to concentrate on high-value activities, ensuring that your expertise is focused where it matters most while reducing the burden of mundane work.
Get your AI Agent1
Start your email management journey
Connect with your AI agent to customize email management based on your specific preferences and priorities.
2
AI agent organizes your inbox efficiently
Our AI agents automatically sort and prioritize emails, so you can focus on high-value tasks.
3
Review and validate AI-driven results
Review and validate the AI's output to ensure accuracy and maintain control over your communications.
AI agents ready for optimizing your email workflow
Effectively manage emails for any financial service—from client correspondence to regulatory compliance.
Get your AI Agent
Meet the companies using high-
performing AI agents
See why they chose Glide
Innovative Logistics Group
Innovative Logistics generated $1 million in sales with an AI logistics agent
Read their story
Innovative Logistics Group
Innovative Logistics generated $1 million in sales with an AI logistics agent
Read their storyHow to get your AI agent
Glide provisions custom AI agents for your financial services business in a matter of weeks.
1
Get a free quote in days
Meet with the Glide team to discuss your standard procedures, goals, and timeline. Within days, you’ll receive a detailed quote for free.
2
We provision your AI agent in weeks
We’ll work with you to train and integrate your AI agent, incorporating your feedback and providing updates with a Glide Customer Success Manager.
3
Deploy and iterate whenever you want
We launch your fully tested AI agent, providing ongoing maintenance and support throughout your agent’s life.
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