Every client call and meeting becomes a clean CRM record.
Junior is an AI operations teammate for RIAs. It turns client calls, advisor meetings, emails, and schedules into accurate CRM notes, follow-up tasks, and updated client records — so your ops team stops hand-carrying information between the phone system, the CRM, the calendar, and the inbox.
- Contact note on the Rivera household — 80/20 summary, no PII in Slack
- Call type set to Annual Review; Last Meeting Date updated
- 2 follow-up Tasks: send updated IPS, add held-away 401(k)
- Flagged an outside asset mentioned but not in the CRM
The RIA back-office is manual, repetitive, and unforgiving.
Advisors sell and serve; someone still has to turn every interaction into a clean, complete record. That someone is drowning in copy-paste.
- •Advisor time is expensive — it shouldn't be spent on CRM data entry
- •Ops teams are stuck copying, pasting, reconciling, and chasing tasks across five systems
- •Incomplete CRM data quietly degrades both client service and compliance
- •Zapier can pass data between apps, but can't read a transcript, judge what it means, or run a multi-step update
Junior doesn't replace your operations lead. It removes the manual reconciliation work — reading every call and meeting, and turning it into the accurate CRM records and follow-ups your firm runs on.
Why RIAs hire Junior
Not another point tool. Junior owns the operational work that spans every system your firm runs on.
Give advisors and ops their time back
Advisor time is too expensive to spend on CRM data entry, and your ops team shouldn't be trapped copying, pasting, reconciling, and chasing tasks across five systems. Junior does that work so your people do client work.
A more complete, consistent client record
Incomplete CRM data quietly degrades client service and creates rework down the line. Junior makes every call, meeting, and email land in the CRM — complete, consistent, and searchable — and can flag the gaps your team asks it to watch for, like unlogged gifts or records that don't match.
One teammate across your whole stack
The work happens before and after every client interaction, across Slack, the phone system, the CRM, the calendar, and your documents. Junior connects your CRM, RingCentral, Acuity, and Outlook and works across all of them — not one app at a time.
What Junior does for wealth management firms
One Junior connects Slack, your CRM, RingCentral, and Acuity to automate the operational work that happens before and after every client interaction.
Client call processing
Advisor meeting post-processing
CRM data maintenance
Weekly operating report
Cross-check records against your own lists
Client communication logging
Why not just Zapier, a single AI tool, or another hire?
RIAs try three things before Junior. Here's where each stops short.
Zapier passes data but can't judge business meaning; a single AI tool can't span your stack; another hire is expensive and still manual.
How to start
Hire
Free trial · $100 credit. Name your Junior (e.g., 'Ops').
Connect your stack
Your CRM, RingCentral, Acuity, Outlook, Slack. OAuth, no API keys.
Start with one workflow
'@Junior wrap every client call into your CRM.' Approval-gated from day one; loosen per workflow once you trust it.
Who this is for
You keep meetings, calls, CRM, internal tasks, and compliance records stitched together. Junior does the stitching: turning every interaction into a clean CRM record and the follow-ups it triggers, so you manage exceptions instead of doing data entry.
You shouldn't spend post-meeting time writing CRM notes. Junior drafts the note, the tasks, and the record update from the call itself — you review and approve, and get your time back for clients.
Incomplete or inconsistent CRM data creates service and operational risk. Junior's approval-gated writes plus its activity log keep the record consistent and every change attributable, so gaps are easier to catch across the book.
Frequently asked
Related use cases
Give your RIA back-office an operations teammate.
Free trial · $100 credit. No credit card. Junior turns your next client call into a clean CRM record — with your one-click approval.
Try It Free → $100 Credit →No credit card. Cancel anytime.