Flash AI Connect for

Financial Services

Stay in touch with clients and explain things clearly, with an assistant that won’t give personal advice.

Get started See the tools
  • Monthly AI credits in every plan
  • Cancel anytime from Billing
  • Runs in your web browser

Set up for: Advisor · Insurance agency · Tax prep

AI AssistantSample

Starter prompts the app suggests for Financial Services:

  • Explain pre-approval in plain language for a client
  • Draft a check-in email to a past client
  • Ideas to get more referrals from realtors

Each message uses about 1–2 AI credits. The assistant drafts; you decide what is sent.

How Flash AI Connect helps Financial Services

Live works today with the AI assistant. Rolling out needs a module that is being connected during the private preview.

  • Client check-ins

    Live

    Draft a check-in or annual-review invitation email.

  • Plain-language explainers

    Live

    Explain a general topic in plain language for a client newsletter.

  • Referral ideas

    Live

    Get ideas to earn more referrals.

  • Office posts

    Live

    Write a short post about your services or tax-season hours.

  • Clients and meetings

    Rolling out

    Track clients and meetings, with AI recap notes.

The tools and tabs that matter for you

The modules a Financial Services workspace leans on, with their status in the app today.

  • AI Assistant

    Live

    Check-ins, newsletters and posts.

    Chat with an assistant that knows your business name and industry, drafts for your approval and shows the credits each answer used.

  • Content & ads studio

    Rolling out

    Newsletters and emails.

    A dedicated studio for posts, ads and emails. Until it arrives, the AI Assistant already drafts all of these in chat.

  • CRM & leads

    Rolling out

    Clients and households.

    Contacts, leads, deals and follow-ups in one place.

  • Email, calendar & meetings

    Rolling out

    Reviews on your calendar and meeting recaps.

    Gmail, Google Calendar or Outlook, plus meeting recordings with AI recap notes.

  • Automations

    Rolling out

    Check-ins on a schedule.

    Routine AI workflows on a schedule or a trigger.

  • Team, brands & locations

    Rolling out

    Advisors and offices.

    Invite teammates and run several brands or locations from one account.

  • Billing & AI credits

    Live

    Pick or change your plan, see your credit balance and top up. Checkout runs on Stripe.

  • Settings & themes

    Live

    Your business profile, theme, accent color and logos. Bot-protected, email-verified sign-in.

Example workflows

Sample step-by-step flows. Steps marked rolling out arrive as those modules are connected.

Sample

Invite clients to a review

  1. Ask the AI Assistant for an annual-review invitation
  2. Personalize it
  3. Send it, then schedule the meeting Rolling out
Sample

Write a newsletter

  1. Ask for a plain-language article on a general topic
  2. Review it for compliance
  3. Send it from your own email tool

You stay in control

What the owner can set, switch and protect, and what is still rolling out.

For Financial Services, the assistant never gives personalized investment, tax or legal advice. You review everything before it’s sent.

Settings

  • Business profileLive

    Your business name and industry, which the AI assistant uses for context.

  • Plan, billing & creditsLive

    Change or cancel your plan, see your credit balance and buy top-ups. No overage charges unless you turn on auto top-up yourself.

Roles & permissions

  • Owner accountLive

    Every account belongs to one business, and the owner manages its plan and settings.

  • Team rolesRolling out

    Invite teammates and give each person the right role and access.

Customization

  • ThemeLive

    Dark, black-and-white or light.

  • Logo & accent colorLive

    Add your logos and set your accent color so the app looks like your brand.

Data & privacy

  • Tenant isolationLive

    Each business’s data is kept separate in the database, and AI provider keys stay on our servers.

  • Bot protection & verified emailLive

    Cloudflare Turnstile on sign-in, sign-up and reset, and email confirmation for new accounts.

  • Two-factor sign-inRolling out

    Authenticator-app codes at sign-in. Required for platform admins; self-service setup for customer accounts is rolling out.

  • Export & deleteRolling out

    Self-service export of your data and account deletion.

On/off toggles

  • AI drafts, you decideLive

    The assistant only drafts. Nothing is posted, sent, paid or deleted without you.

  • Module & AI feature switchesRolling out

    Turn modules and individual AI features on or off for your business.

Financial Services questions

Will it give investment or tax advice?

No. For Financial Services, the assistant is set up never to give personalized investment, tax or legal advice.

Who is this for?

Advisors, insurance agencies and tax preparers.

Try Flash AI Connect for Financial Services

Plans start at $49 a month, with AI credits included every month.

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