Keeping clients informed about market conditions is important for retention — but writing market commentary weekly is time-consuming. AI can handle the heavy lifting.
The AI market update workflow:
- Gather your key data points (index performance, notable economic events, Fed news)
- Give ChatGPT or Claude the data with this prompt: “Write a clear, reassuring 300-word market update for conservative, non-technical investors. Focus on long-term perspective. Include: [paste your data points].”
- Review and add your personal perspective
- Send within 24 hours of market events
Tips for high-quality AI market commentary:
- Provide specific numbers, do not ask AI to look them up
- Specify the tone (calm, reassuring, educational)
- Specify the audience (retirees, business owners, young investors)
- Add one personal sentence at the start or end to humanize it
Important: Review carefully for accuracy. AI can confuse dates or misstate numbers if your input is unclear.
Result: Advisors using this workflow send more timely updates and report higher client satisfaction scores.
How often do you currently send market updates to clients?