Professional Client Emails,
Written Instantly
Let AI write personalized client emails in seconds. Sterling pulls context from the CRM, understands your communication style, and crafts professional messages for follow-ups, check-ins, and updates.
Free forever • 100 free credits • No credit card required
AI Email Draft
Hi John and Jane,
I hope this message finds you well. I wanted to follow up on our portfolio review meeting yesterday and recap the key points we discussed.
Based on your current allocation of 60/40 stocks to bonds, we identified an opportunity to rebalance toward your target allocation. As we discussed, increasing your Roth IRA contributions could provide additional tax-free growth potential as you approach retirement in 2032.
I've prepared the rebalancing recommendations we reviewed and will send those over by end of week. In the meantime, please don't hesitate to reach out if you have any questions about the strategy we outlined.
Looking forward to our next quarterly check-in in January.
Best regards,
Sarah Thompson
Senior Financial Advisor
AI That Writes Like You
Intelligent email generation that understands context, matches your tone, and personalizes every message
Context-Aware Writing
Automatically pulls client data, meeting notes, and relationship history from your CRM
Tone Matching
AI learns your communication style and writes emails that sound authentically like you
Smart Personalization
Includes client-specific details like portfolio values, goals, and important dates automatically
Multi-Purpose Templates
Generate follow-ups, check-ins, birthday wishes, tax reminders, and portfolio updates
Instant Generation
Create professional, personalized emails in seconds instead of spending minutes per message
Edit & Refine
Review and customize every email before sending, with full control over the final message
Emails That Feel Personal, Generated Instantly
See how AI creates professional, context-rich emails that maintain your authentic voice
AI-Powered Personalization
AI-Generated Email
5 personalized detailsTo: Michael & Sarah Johnson
Subject: Quick Check-in: Q1 2025 Planning
Generated in 2.1 seconds • Context pulled from CRM automatically
Why Advisors Love AI Email
Save Hours Every Week
Generate 20+ personalized emails in the time it takes to write one manually. Reclaim time for high-value client work.
Consistent Quality
Every email is professional, on-brand, and error-free. No more worrying about typos or tone.
Never Miss Follow-ups
AI remembers meeting outcomes and client details automatically, ensuring timely, relevant communication.
Scale Your Communication
Maintain personal touch with every client as your practice grows, without the time investment.
Seamlessly Integrated With Your Practice
AI Email works with your CRM, meeting notes, and workflows to generate perfectly-timed messages
CRM Data
AI Email
Client Receives
Pulls From CRM
Automatically accesses client data, portfolio details, goals, and relationship history for rich context
Integrates With Workflows
Trigger automated emails based on events, tasks, or meeting outcomes in your practice workflow
Syncs With Tasks
Generate follow-up emails directly from tasks and meeting action items without manual data entry
How It Works
Three simple steps to professional, personalized client emails
Select Context
Choose the client, meeting notes, or topic. AI pulls relevant data from your CRM automatically
AI Drafts Email
Sterling generates a personalized, professional email in your communication style within seconds
Review & Send
Review the draft, make any edits if needed, then send directly or copy to your email client