Generic quarterly letters get ignored. Personalized AI-generated summaries get read.
Workflow:
- Pull each client’s portfolio data — holdings, performance, asset allocation
- Note any life events or goals discussed in recent meetings
- Prompt AI: ‘Write a 2-page quarterly portfolio summary for a client who is [age], [risk profile], with a goal of [goal]. Their portfolio returned % this quarter vs [benchmark]% for the benchmark. Key holdings: [list]. Explain performance in plain language and recommend one conversation topic for the next review.’
What clients receive: A letter that feels written specifically for them — because the inputs were specific to them.
Engagement impact: Advisors using personalized AI-generated letters report significantly fewer ‘I didn’t read it’ responses and more productive review meetings.