Wealth Advisory CRM

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  1. Wealth Advisory CRM
  2. Use Proto with Wealth Advisory CRM
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Put an AI agent to work in Wealth Advisory CRM

Prepare advisory work and inspect exceptions with Proto while retaining the human decision.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Relationship Owner: List my open advisory opportunities with their expected close dates, then help prepare the supporting content for the next household assessment.
  • Sales Manager: Summarize the submitted household review and its evidence, identifying the revision and the decision reason I need to record.
  • Auditor: Trace this opportunity's review decisions to their reviewer and supporting documents within my authorized scope.
  • App Administrator: Check the household import mapping and the team memberships before the pilot begins.

What stays with a person

  • The assigned person makes the independent assessment decision.
  • Proto can prepare a summary, but it cannot supply customer acceptance evidence that the team has not obtained or decide on behalf of a different reviewer.
  • Keep the actor's organization scope and permission boundaries in place.
  • An uncertain external result needs confirmation from its authoritative source before the operation can be treated as complete.

The assigned person makes the independent assessment decision. Proto can prepare a summary, but it cannot supply customer acceptance evidence that the team has not obtained or decide on behalf of a different reviewer. Keep the actor's organization scope and permission boundaries in place. An uncertain external result needs confirmation from its authoritative source before the operation can be treated as complete.

Set up Wealth Advisory CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started