Financial services automation for advisory and wealth firms
For advisors, wealth managers, financial consultants and fractional CFO firms past $1M in revenue. We take the admin around client work off your senior people and leave the advice, and every message a client reads, with a person.
Financial services automation is software doing the repeatable work around client service: collecting documents, moving data between systems, reconciling records, assembling reports and drafting routine messages. In a small advisory or wealth firm that work usually lands on the people clients pay for. We build it on n8n over the tools you already run, use AI where it reads or drafts, and keep a person on advice, money and anything a client receives.
- Who it is for
- Advisory and RIA practices, wealth managers, financial consultants and fractional CFO firms, usually up to 50 people
- What we automate
- Client updates and briefs, onboarding paperwork, meeting notes into the CRM, client reporting, fee reconciliation, compliance reminders
- Where it starts
- Automation Discovery Week: $2,000 for 1 to 20 people, $4,000 for 21 to 50
- Project price
- $6,000 to $24,000 each, three to six weeks
- Who owns it
- You. It runs in your accounts and keeps working without us
Where the hours go in a financial services firm
The founder writes the client updates
Market notes, commentary, follow-ups. They are the product, so they cap how many clients you can take.
Onboarding runs on email chains
Forms, ID and signatures chased one message at a time, then retyped into the CRM.
Meeting notes never reach the CRM
The advisor remembers. The record does not.
Quarter-end means a week of exports
Exports from three systems, pasted into a template, one client at a time.
Fees reconciled line by line
Billing checked against custodian or bank records by hand, with exceptions found late.
Compliance tracked in a spreadsheet
Annual reviews, disclosures and evidence requests depend on someone remembering the date.
Eight workflows in an advisory or wealth firm, and what each runs on
Each card names the build: an n8n automation layer over your tools, an AI agent inside it, or custom software when no product fits the way you work.
Client briefs and updates
Sources you already read are collected, filtered and scored against each client's profile. AI writes a short summary and the "so what" for that client. The result waits as a draft in your inbox, and you edit and send. This is the build we shipped for Contrail Financial.
Client onboarding and paperwork
A signed engagement starts the rest: the client portal or upload request, a checklist of documents, reminders until they arrive, AI extraction of the fields you need, and the client record created in the CRM. Missing items go to a person.
Meeting notes into the CRM
A recorded or transcribed meeting becomes a summary, action items and follow-up tasks, filed against the right client in Wealthbox, Redtail, Salesforce or HubSpot. The advisor checks it before it is saved. Recording needs the client's consent.
Client reporting
Data from your portfolio, accounting or planning systems assembled into your own report template per client, on a schedule, then queued for review. You read and send; nobody assembles.
Fee billing and reconciliation
Fees calculated from your schedule, matched against custodian or bank records, with mismatches listed by amount for a person to clear. Invoices and AP for the firm itself are covered on our finance automation page.
Inbound requests and an internal assistant
Client emails sorted by type and routed to the right person with the account context attached. An internal assistant answers staff questions from your own procedures and past work, citing the source.
Compliance reminders and evidence
Annual reviews, disclosure deliveries and required client actions scheduled from the CRM, with reminders, sign-off and a timestamped trail. Your archive and supervision tools stay yours; we feed them, we do not replace them.
Prospect to first meeting
An inquiry is qualified, booked and prepared: documents requested, a pre-meeting brief built from what the prospect sent. The first meeting starts with context. More on this on our sales automation page.
New to n8n? What n8n is and how it works. Where AI agents earn their place: AI agents for business.
A financial services build, start to finish
Brian Faust runs Contrail Financial, a strategic and financial consulting firm, on his own. His edge was a personalized daily market brief for every client, written by hand: hundreds of articles a day for 10 clients, with 50 to 100 the goal. Fifty did not fit in a day.
- Collect. Over 100 RSS feeds through the Inoreader API every 30 minutes.
- Filter. Client keywords first, then GPT only on what survives, which keeps the AI bill small.
- Score. Brian's own weighting, stored in Supabase as a relevance score from 0 to 3.
- Write. GPT-4o-mini drafts the summary, the client-specific "so what" and suggested actions.
- Draft. A Gmail draft is waiting at 6am, unsent. Brian reviews and sends.
Every setting lives in Google Sheets, so he changes weights and clients without touching n8n. It runs on n8n Cloud for $55 to $60 a month at 10 clients, and roughly $180 to $200 a month at fifty. Read the Contrail case
“I had a great experience working with 2V Automation. They were highly responsive, knowledgeable, and professional throughout the project. The team delivered the full scope quickly and efficiently, meeting my expectations in both quality and communication. I'd confidently recommend 2V Automation to anyone looking for a capable and dependable automation partner.”
Brian FaustCEO @ Contrail Financial · Read the case
Finance-heavy work in other industries
Facility services, fire safety compliance ~230 hrs of manual operations eliminated every month Lead intake, quotes, invoicing and certificates, automated on self-hosted n8n for a Canada-wide fire safety services company. Every lead used to be typed into three systems by hand.
Fire Plan Strategies →
Championship ring manufacturing ~300 hrs of manual operations eliminated every month A custom portal for coaches, customers, sales reps, plants and admins, with communication and order processing automated around it. Built for a ring maker that was running a $5M business on spreadsheets.
Signature Champions →What AI does in a financial firm, and what we never automate
The line is drawn in the design, before the first workflow runs.
What AI does in our builds
- Reads documents and pulls out the fields you need.
- Sorts and scores information against criteria you wrote.
- Drafts summaries, briefs, meeting notes and routine replies for a person to send.
- Answers staff questions from your own procedures, citing the source.
What we do not automate
- Advice, recommendations and suitability. They stay with the advisor.
- Sending anything to a client without a person reading it first.
- Approving money movement, new payees or changed bank details.
- Clearing a reconciliation exception or a compliance flag.
Controls built in from the first version
Every step is logged: what came in, what the AI produced, who approved it. Rules about money, client messages and compliance live in code. Agents usually start read-only. Data stays in your accounts: n8n Cloud or self-hosted n8n, no 2V platform in the middle. AI steps run on enterprise model terms that exclude API traffic from training, or on a self-hosted model.
The rule people forget
A message an AI drafted is still your firm's communication. FINRA's Regulatory Notice 24-09 reminds firms that its rules are technology neutral and that communication standards apply whether a person or a tool wrote the text. Registered advisers keep written communications about advice under the SEC books-and-records rule. That is why our drafts land in your inbox and go out through your normal, archived channel. It is not legal advice: your compliance officer signs off the design.
One offer, four phases
We start by watching how the firm actually runs.
- Phase 1
Discovery week
We spend a week inside your operations, with the people doing the work, and find where the time and the margin go.
One week - Phase 2
The plan
A map of how your business runs today and a ranked list of what to change first, with the payback on each item. Yours to keep.
End of week one - Phase 3
Build
One workflow at a time, usually client communication, onboarding or reporting first. Built on n8n over your CRM and the tools you already pay for, with AI steps where they read or draft and a person approving what reaches a client. Each project is scoped to pay back on its own.
Three to six weeks per project - Phase 4
Improve
The systems run on their own. If you want us to stay, we keep improving them and take on the next process.
Optional
Off-the-shelf software or a build?
Most firms need both. Buy the system of record, build the work between systems.
| Option | Good for | Where it stops |
|---|---|---|
| Wealth or CRM platform features | Records, client portal, standard workflows inside one product | Work that crosses tools, or follows your method rather than the vendor's |
| Point AI tools (notetakers, email assistants) | One task, quickly, per seat | Data stays in their product; you add a subscription per task |
| Zapier or Make, set up in-house | Simple two-step syncs | Per-task pricing at volume, error handling, and the person who built it leaving |
| A build on n8n, with AI where it helps | Your workflows across your tools, documented, in your accounts | Needs a few weeks and a clear owner on your side |
A good fit
Advisory, wealth, financial consulting and fractional CFO firms past $1M in revenue, where senior people spend hours on admin and the tools do not talk to each other.
Not a fit
Banks and lenders that need core banking, loan origination or transaction-monitoring platforms. Those are software purchases, and we would tell you so on the call.
What financial services automation costs
The Automation Discovery Week comes first: $2,000 for 1 to 20 people, $4,000 for 21 to 50, a short call first above that. You keep the process map, ranked roadmap and written proposal whatever you decide. Each build is then priced before it starts, $6,000 to $24,000, moving with how many systems it touches and how much is built rather than configured. Running costs are hosting plus model usage, paid on your own accounts. Maintenance is optional and quoted once a build is live.
Test the numbers on your own process with our automation ROI guide, or see the pricing page. Related services: business process automation and operations automation.
Questions people ask first
What is financial process automation?
Software doing the repeatable steps of financial work: collecting client documents, moving data between the CRM and other systems, reconciling records, assembling reports and drafting routine messages. Rules handle the predictable steps; AI handles reading and writing; a person keeps every judgment call.
What can a financial services firm automate first?
Usually the work that repeats daily and touches several tools: client updates and briefs, onboarding paperwork, meeting notes into the CRM, or report assembly. The discovery week ranks the candidates by hours and payback, so the first build is the one that pays back first.
Is this robo-advice or a wealth management platform?
No. Robo-advisors and wealth platforms are software you buy and log into. We build the work around the systems you already run, so your advisors keep giving the advice and spend less time on the admin around it. We do not build tools that pick investments or execute trades.
Which tools do you work with?
The ones you already pay for, as far as their APIs allow: CRMs such as Wealthbox, Redtail, Salesforce or HubSpot, Google Workspace or Microsoft 365, document storage, e-signature and your accounting system. The discovery week checks what each tool exposes before anything is priced, and says plainly when a workflow cannot be reached.
What does financial services automation cost?
It starts with the Automation Discovery Week: $2,000 for a team of 1 to 20 people and $4,000 for 21 to 50. Each build after that is $6,000 to $24,000, priced before it starts. Running costs depend on the build; Contrail Financial's daily briefs cost $55 to $60 a month to operate at 10 clients.
Find out what a week of your team’s time is worth.
One week inside your operations, $2,000 for a team of 1 to 20. You keep the map and the costed plan whether you build with us, with someone else, or not at all.