Turn your firm's daily work into No Code AI agents

WorkLLM converts your financial services workflows into No Code AI agents, handling everyday work from client reporting and onboarding to compliance documentation automatically, without adding headcount.

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WorkLLM - Firm Reporting & Process Agent

Teams at 80+ companies use our platform

Watson
2AV
Business.mn
Odiagen AI
Boxbox
Shelf Talker
Clear Trust
Guitar Kickstart
Apex
Layer Five
Arka
FeelPixel
Holzbau Binder
Landra
LeanAstro
N Essentials
Neures
Norzer
Nuovida
Pour
QL Consulting
Tuta
Zoetica

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Financial Services Firm's ProblemsWhat slows financial services firm down

Financial Services Firm's Problems

Client portfolio updates still get pulled together by hand

AI can help write the summary, but someone still gathers the numbers from every account separately first.

Client onboarding still means retyping the same details

AI can draft a welcome message, but someone still enters the client's details into your system manually.

Portfolio and account health lives across separate systems

Checking which client accounts need attention still means opening each one and comparing them yourself.

Compliance documentation still gets assembled from scratch every time

AI can draft the language, but someone still pulls the right template and fills in client-specific details manually.

WorkLLM turns every one of these into an AI agent that runs on its own.

Financial Services Firm Use Cases

What your firm actually uses WorkLLM for

Client portfolio reports that build themselves

An AI agent pulls account data and compiles a client-ready portfolio report automatically, on schedule.

Deliverable: Formatted portfolio report

Client onboarding without the retyping

A new client signup triggers an AI agent that sends welcome materials and logs their details automatically.

Deliverable: Sent onboarding sequence

An account health brief instead of checking every client

An AI agent compares account activity and performance across your client base and flags what needs attention.

Deliverable: Account health brief + flagged clients

Compliance documents drafted from your templates

An AI agent fills in client-specific details into your approved compliance templates. Documents hold for review before they're finalized.

Deliverable: Draft compliance document, held for review

Client questions answered from your real data

An AI agent answers questions about a client's account or portfolio directly from your actual records.

Deliverable: Answered directly in chat

Meeting prep briefs ready before every client call

An AI agent compiles account history and recent activity ahead of a scheduled client meeting.

Deliverable: Meeting prep brief

From Manual to Automatic

Manual (Before) With WorkLLM (After)
Gather account numbers from every system to write a report → An AI agent pulls them and compiles the report automatically
Retype client details into your system → An AI agent logs them automatically as part of onboarding
Open every client account to check what needs attention → An AI agent compares them all and flags what needs attention
Pull a template and fill in compliance details by hand → An AI agent drafts it, held for your review before it's finalized
Financial Services Firm's Agents

Financial Services Firm's agents, ready from day one

Every agent below is available from day one. No configuration needed. Click any agent to see what it does and try it.

Icon - compliance & policy agent

Compliance & Policy Agent

Give your team instant answers on compliance requirements,
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Firm Reporting & Process Agent

Give your team instant answers on reporting requirements,
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Client Account Agent

Give your team instant access to a client's
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FAQs

WorkLLM converts your firm’s daily work, client reporting, onboarding, compliance documentation, into AI agents that run on their own, with organization memory and model access built in.

Yes. An AI agent can pull from every client account and compare them against each other to flag what needs attention.

No, not unless you choose to. Compliance documents hold for review by default, and you can enable fully automatic finalizing once you’re confident in the process.

WorkLLM connects to QuickBooks, Stripe, YNAB, Calendly, Google Sheets, and more. For tools like Plaid, Wealthbox, or Redtail, if they support MCP, you can connect them directly, no need to wait for a native integration.

Yes. AI agents can run automatically on a schedule or a trigger, like a new client signing up or a reporting date, keeping client work moving without manual effort.

Yes. Model orchestration gives you access to GPT, Claude, Gemini, Llama, Mistral, and 200+ others, automatically picking the right one for the job.

Your firm’s workflows run end-to-end instead of stopping at a draft. An AI agent pulls the account data, drafts the report or document, and gets it where it needs to go, so recurring work happens automatically instead of ending in a chat window someone has to act on by hand.

Every workspace runs in its own logical isolated tenant, with physical isolation available for Enterprise. Data is encrypted in transit and at rest, with full audit logs and access controls built in.

Your firm can start using AI agents today

From client reporting to compliance, convert your firm's daily work into AI agents that run on their own, faster and more consistently, without adding headcount.
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