Strong client relationships are built on timely, tailored communication. But maintaining that level of personalisation across every interaction can be resource-heavy. In the sixth article of our 'AI for Advisers' series, we show how advisers can use AI to support everyday client touch points, without losing the human touch.

 

 

After a client review, feed in your meeting notes (anonymised) and ask AI to draft a clear, professional summary.

 

“Summarise these meeting notes into a professional follow-up email for a client. Keep the tone warm and reassuring, highlight the key next steps, and avoid jargon.”

 

 

When markets move, advisers can quickly draft tailored explanations that link back to client objectives.

 

“Explain in plain English how a 0.25% interest rate rise could impact a balanced investment portfolio. Keep it under 200 words, avoid technical terms, and frame it in terms of long-term goals.”

 

 

AI can help draft personalised messages that keep clients engaged between formal reviews.

 

“Write a short, friendly check-in email for a client who last met with us six months ago. Keep it conversational, mention reviewing goals, and suggest booking a quick call.”

 

 

Turn general insights into personalised content by framing them around client needs (e.g., retirees, business owners, first-time investors).

 

“Rewrite this article on inflation so it’s relevant for a client approaching retirement, focusing on income security and purchasing power.”

 

 

Summarise client history, preferences, and recent communications into a quick digest for the adviser ahead of a meeting.

 

“Create a one-page briefing note for tomorrow’s client meeting, based on these notes. Include: recent portfolio changes, main goals, and any outstanding actions.”

 

 

AI can help draft survey questions that feel personal, not corporate, encouraging better client responses.

 

“Draft three short, friendly survey questions to ask clients about their experience of our annual review process. Keep them clear and client-focused.”

 

 

One of the most powerful (but often overlooked) ways to use AI is to teach it your own style of writing. Rather than accepting a generic draft, you can guide the tool to mirror your tone, whether that’s formal and technical, warm and conversational, or somewhere in between.

 

“Rewrite this follow-up email in a professional but approachable tone, similar to how I normally write to clients. Avoid jargon, keep sentences short, and use a reassuring style.”

 

Tip: If you have examples of previous client emails, newsletters, or reports you’ve written, paste in a short extract first. Then tell the AI:

“Use this as a writing sample. Please keep the same tone and style when drafting the following…”

 

This simple step helps ensure that every draft feels authentic, consistent, and aligned with how you normally communicate with clients.

 

 

AI can help tailor the style of your communication to reflect your firm’s voice, but it should never dictate the substance of your advice.

• Always review AI outputs for accuracy, balance, and appropriateness.
• Avoid letting AI introduce product recommendations or unverified facts.
• Keep an audit trail - save the prompt and the final edited output as evidence under Consumer Duty. 

Think of AI as a drafting partner, not a decision-maker. You control the message; the technology simply helps deliver it more efficiently.

 

 

Used wisely, AI can make client service more personalised, consistent, and efficient, helping advisers deliver the attentiveness clients expect while freeing up time to focus on lasting relationships. Technology should never replace the human element, so every output must be reviewed, refined, and approved by the adviser to ensure accuracy, appropriateness, and compliance with FCA requirements.

 

Chief Operating Officer

Panacea Adviser