Advisor CRM announced the launch of Ember, an AI-powered client experience solution designed for financial advisors and insurance professionals.
Ember is designed to replace fragmented workflows, scattered documents, and manual data entry with a single secure digital experience.
Advisor CRM is an AI-native CRM platform built specifically for the financial services industry.
Ember enables advisors to create, send, and manage fully branded client processes through a personalized link that works across any device.
The platform supports prospect intake, new client onboarding, retirement planning checklists, event registrations, risk assessments, and ongoing client engagement.
Advisor CRM said Ember was built to help advisory firms and insurance professionals improve the client experience after a prospect or client relationship has been established.
Unlike generic form builders or e-signature tools, Ember was designed for financial advisory firms and insurance agents.
Advisors can create client-facing workflows using AI-powered process generation, customizable templates, or their own workflows.
Clients can complete workflows through a secure branded experience without needing to create an account or remember a password.
After a client completes an intake or planning process, Ember provides the advisor with an individualized report covering the client’s objectives, issues, priorities, and follow-up actions.
Advisor CRM said all AI-written reports are reviewed by advisors before publication to support accuracy and preserve the advisor-client relationship.
Ember also includes enterprise-grade security and compliance features, a fully branded white-label experience, secure client access without account creation, and intelligent PDF extraction.
Advisors can embed video or HTML educational content directly into client workflows, creating a more engaging and informative planning process.
Ember can automatically sync information back to Advisor CRM.
The solution is currently available for $89 per month and includes 100 AI Assists, unlimited client processes and team members, AI-generated client narratives, and a branded client portal.
Ember can be used as a standalone solution or alongside Advisor CRM for a fully integrated client engagement and workflow experience.
KEY QUOTES:
“Most advisory practices tend to have a gap. The advisor is exceptional in person; they build trust, earn the relationship, and win the client. But the moment they need information from that client, the experience collapses. They’re emailing 12-page PDFs, chasing signatures, following up four times over three weeks to collect what should take two days. The client experience doesn’t match the relationship. That’s the problem Ember was built to solve.”
Ryan Borer, Managing Partner at Advisor CRM
“AI should amplify the advisor’s expertise, not replace it.”
Leibel Sternbach, Partner and CTO of Advisor CRM
