Transform Financial Services with AI-Powered Client Management
Servv AI empowers financial advisors, accountants, and wealth managers with intelligent scheduling and workflow automation — freeing financial professionals to focus on what matters most.
Designed for Modern Financial Professionals
From online booking to personalized follow-ups, Servv AI automates scheduling, reminders, and workflow management — making it easy for your clients to book consultations, submit documents, or attend planning sessions. No more phone tag, backlogs, or missed opportunities.
AI-Assisted Client Management
Servv AI Event Booking simplifies how you run your practice. Whether you’re managing tax prep, estate planning, or ongoing financial services, Servv AI keeps your calendar organized and your clients engaged.
- – Quick setup for recurring availability (e.g., quarterly reviews, tax season slots)
- – Advanced booking for future services (like estate plan updates or year-end tax prep)
- – Support for different appointment types and estimated durations
- – Automatic reminders to reduce no-shows and missed deadlines
Intelligent Capabilities for Accountants & Planners
Everything you need to schedule, manage, and track client interactions with ease.
Automated Scheduling
Manage recurring appointments, annual check-ins, and filing deadlines without manual coordination. Clients can self-book online — and both you and your client will always know what’s scheduled, when, and where.
AI-Powered Event Builder
Hosting a free tax prep webinar? Offering estate planning consultations this quarter? Generate branded event listings, descriptions, and images in seconds with smart defaults.
Reminders & Notifications
Automate appointment reminders, document request emails, and follow-ups so your clients stay informed and you stay focused.
Join the Financial Brands Already Growing with Servv AI
AI-Powered Practice Management in Action
See how Servv AI helps financial service professionals offer a smoother, smarter client experience with intelligent automation.
Online Booking
Let clients schedule tax reviews, financial consultations, or estate planning sessions online, anytime. Servv AI handles confirmations and calendar syncing — no emails or calls required.
Automate Follow-Ups
Send reminders for important deadlines, required documents, or post-meeting summaries using customizable templates. Keep clients informed without lifting a finger.
Get Quick Insights
Understand which services are most booked, which time slots perform best, and how clients interact with your business — all from a simple, visual dashboard.
Financial Service Use Cases
See how accountants, tax pros, and estate planners are using Servv AI to cut admin time, reduce no-shows, and deliver a better client experience — all while improving their bottom line.
Financial Advisors
Manage client meetings, portfolio reviews, and financial planning sessions efficiently.
Accountants
Automate tax season appointments, client consultations, and compliance meetings.
Wealth Managers
Streamline investment reviews, client updates, and financial strategy sessions.
Banking Professionals
Coordinate loan consultations, account reviews, and financial product meetings.