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Keystile Docs

Financial advisors

You spend hours before and after every client meeting. Keystile lets your AI assistant do that work in your own systems, while client data stays protected and anything sensitive waits for a person.

Apps to connect

Section titled “Apps to connect”
For Apps
CRM Wealthbox, Salesforce, HubSpot, Zoho CRM
Email & calendar Microsoft Outlook, Outlook Calendar, Gmail, Google Calendar, Calendly
Meetings Zoom, Microsoft Teams, Fathom, Fireflies.ai, Granola
Documents & signatures OneDrive, SharePoint, Google Drive, Box, Dropbox, DocuSign, PandaDoc
Planning & data Microsoft Excel 365, Google Sheets, Smartsheet
Posting LinkedIn, X, Facebook Pages, YouTube

Prompts to copy

Section titled “Prompts to copy”

Before a meeting

Using Keystile, prepare me for tomorrow's 10am meeting with the Patel household: pull their Wealthbox
record, the last three meeting notes, open tasks, and any emails from them this quarter. Give me a
one-page brief with three questions to ask.

After a meeting

Using Keystile, take the Fathom notes from my meeting with the Patels today, write the meeting note
into Wealthbox, create follow-up tasks with due dates, and draft (don't send) a recap email to them.

Paperwork

Using Keystile, start the account-opening packet in DocuSign for the Patels' new Roth IRA using the
details in Wealthbox, and list anything missing.

Reviews season

Using Keystile, list every household whose annual review is due in the next 30 days and draft a
scheduling email for each with my Calendly link. Don't send yet.

What Keystile handles for you

Section titled “What Keystile handles for you”
  • Client identifiers stay in. Social Security, account and routing numbers are masked or stopped before they reach the AI tool or leave in a message.
  • Sending and moving money wait for you. Emails to clients, account changes and transfers can be held for your approval; you approve exactly that one action.
  • Each client’s data stays with that client. Give the assistant a task for the Patel review, and opening another household’s file is held.
  • Marketing goes through compliance. Public posts are held for review before they go out, and every approved post, with who approved it, is in the signed record.

Rules many advisory firms start with

Section titled “Rules many advisory firms start with”
  • Opening or downloading a client’s documents (statements, tax returns, account forms) needs a person’s approval — held for a person
  • Sending an email or message to a client needs a person’s approval — held for a person
  • Publishing anything publicly (social media, website, video) needs a compliance person’s approval — held for a person
  • Content must not promise or guarantee investment returns or performance — stopped