Personal financial advisors — Sauna

The AI agent for financial advisors

Sauna preps every client meeting from your CRM and inbox, drafts the follow-ups, and keeps the book warm — so your time goes to advice, not admin.

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Sauna is an AI assistant for financial advisors that keeps your book warm and your meetings prepped. It builds client briefs from your CRM, drafts follow-ups in your voice, and surfaces the clients due a touch — so your time goes to advice, not admin.

What it does

What Sauna does for personal financial advisors

  1. 01

    Client meeting prep

    Pull the client's history, recent activity, and open items into a one-screen brief with talking points before you walk in.

  2. 02

    Follow-ups, drafted

    After the meeting, draft the recap and the next-step email in your voice, ready to send.

  3. 03

    Keep the book warm

    A recurring scan for clients you owe a touch, life events worth a note, and reviews coming due.

  4. 04

    Research a holding

    A cited summary of a fund or company, framed for how you'd explain it to a client.

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In context

Ask in chat. It does the work.

Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.

app.sauna.ai/sauna
You
You
@Sauna Prepare me for my meeting with [client] tomorrow: pull our history and their recent activity, list talking points, and draft the agenda email.
S
Sauna
Reading Salesforce and HubSpot.
Done — here's the draft and what I found. Approve to send.

Try it

Ask in plain words

The literal prompt for this job. Open it in Sauna and it picks up from there.

“Prepare me for my meeting with [client] tomorrow: pull our history and their recent activity, list talking points, and draft the agenda email.”
Example promptRun in Sauna →

Plugs into the tools you already run — and thousands more, or any MCP server.

SalesforceHubSpotGmailGoogle Calendar

What you get

A finished result, not a transcript.

Reports, drafts, and dashboards Sauna assembles from your live tools — kept current on its own.

team.sauna.app/clients
86
clients
7
reviews due
12
follow-ups
Assets under management, 8 wksLast 8 weeks
Henderson familyAnnual review · due
Rollover paperwork3 clients · awaiting
Q1 statementsSent · 86 clients

Get the result, not the busywork.

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Good to know

Questions, answered.

Will it make recommendations to clients?

No. Sauna preps, drafts, and researches; the advice and what gets sent stay yours.

Does it connect to my CRM?

Yes — Salesforce, HubSpot, Redtail, and thousands more, or your own over MCP or an API key.

Is my data safe?

Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.

Keep exploring

More ways teams use Sauna

Put Sauna to work for personal financial advisors.

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