Personalized Client Communications

Challenge

‍A financial advisor was spending 15+ hours weekly recording personalized updates for clients. Their commitment to personal communication was valued by clients but created an unsustainable time burden, especially during market volatility when timely updates were most critical.

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Solution

‍An AI voice cloning system that maintained the advisor's voice and speaking style using Resemble AI, Play.ht, and n8n that:

• Created a highly accurate digital voice clone of the advisor
• Generated personalized audio messages using the advisor's speaking style
• Customized content based on each client's portfolio and preferences
• Maintained the advisor's authentic communication patterns
• Enabled quick market updates during volatile periods
• Integrated with the client portal for seamless delivery

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Implementation

‍The implementation took 6 weeks:

1. Voice sample collection and digital voice creation
2. Development of personalization parameters for different client segments
3. Creation of content templates for different update types
4. Implementation of data integration for portfolio-specific information
5. Setup of approval workflow before client delivery

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Results

• 13+ hours weekly saved on recording sessions
• 0.8 FTE equivalent productivity gain
• Client communications frequency increased by 215%
• 31% improvement in client satisfaction with communications
• 18% reduction in client service calls due to proactive updates

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Authenticity

The system was implemented with full transparency to clients about the AI-assisted nature of some communications, with personal recording still used for significant or sensitive discussions.

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