WealthBridge Advisors — RIA firm, $200M AUM

AI deployment blueprint for RIA firm, $200M AUM. Automates ria client prep using Salesforce, Slack, DocuSign, Claude.

3 agents4 integrations25h freed/week2-3 weeks after meeting prep assistant deployment9h setupSimple

Salesforce Slack DocuSign Claude

AI Readiness Score

72/100

RUN

data maturity75

Structured client data in CRM, portfolio data accessible

team capacity65

Semi-technical team with existing AI adoption

budget alignment75

Budget appropriate for RIA automation needs

automation readiness80

Clear repetitive processes with defined workflows

timeline feasibility70

3-6 month timeline realistic for phased approach

integration complexity70

Strong API ecosystem with Salesforce and existing tools

How This System Works

Architecture

Event-driven and scheduled agent system leveraging existing Salesforce infrastructure with Claude for intelligence and Slack for notifications

Data Flow

Client data flows from Salesforce to Claude for analysis, compliance status aggregated from DocuSign and Salesforce, portfolio data processed weekly for drift analysis, all outputs delivered via Slack with audit trail in Salesforce

Implementation Phases

Meeting Prep Foundation3-4 weeks

Deploy core meeting preparation automation

Client Meeting Prep Assistant

Compliance Monitoring3-4 weeks

Add daily compliance gap monitoring

Compliance Documentation Monitor

Portfolio Intelligence4-5 weeks

Implement systematic portfolio monitoring

Portfolio Rebalancing Alert System

Prerequisites

-Salesforce API access configured
-DocuSign enterprise API access
-Portfolio management system API documentation
-Slack workspace admin access

Assumptions

-Portfolio data available via API or CSV export
-Target allocation models stored in Salesforce
-Team adoption of Slack-based notifications
-Compliance requirements clearly documented

Recommended Agents (3)

How It Works

1
Detect scheduled client meeting
Monitor calendar events via webhook
Salesforce API
2
Gather client data
Pull account info, recent activities, portfolio data
Salesforce
3
Generate prep document
Create structured meeting brief with key talking points
Claude
4
Deliver to advisor
Send formatted prep document 24 hours before meeting
Slack

Data Flow

Inputs

Salesforce — Client account data, meeting details, portfolio information(JSON)
Salesforce — Recent client interactions and notes(JSON)

Outputs

Slack — Formatted meeting preparation document(Markdown)
Salesforce — Meeting prep status update(JSON)

Prerequisites

-Salesforce API access
-Meeting scheduling in Salesforce

Error Handling

warning

Missing portfolio data

Generate prep with available data and flag gaps

low

API rate limit

Queue request and retry with backoff

Integrations

Source	Target	Data Flow	Method	Complexity
Salesforce	Claude API	Client data for meeting prep	api	low
DocuSign	Salesforce	Document completion status	webhook	moderate
Portfolio System	Slack	Rebalancing alerts	api	moderate
All Agents	Slack	Status notifications	webhook	low

Schedule

event-driven

Client Meeting Prep AssistantTriggered 24 hours before Salesforce calendar events

0 9 * * 1-5

Compliance Documentation MonitorDaily weekdays at 9 AM

0 8 * * 1

Portfolio Rebalancing Alert SystemEvery Monday at 8 AM

Recommended Models

Task	Recommended	Alternatives	Est. Cost	Why
Meeting preparation document generation	Claude Sonnet 3.5	GPT-4	$50-75/month	Superior at structured document generation and financial context
Compliance analysis	Claude Sonnet 3.5	GPT-4	$25-40/month	Strong regulatory text understanding and risk assessment
Portfolio analysis	Claude Sonnet 3.5	GPT-4Custom model	$75-100/month	Excellent quantitative analysis and financial reasoning

Impact

What Changes

Before

Advisors spend 2 hours manually preparing for each client meeting

After

AI generates comprehensive prep materials automatically 24 hours in advance

Before

Compliance gaps discovered reactively during reviews

After

Daily proactive monitoring with automated alerts for missing documentation

Before

Portfolio drift identified manually during quarterly reviews

After

Weekly systematic monitoring with specific rebalancing recommendations

Capacity Unlocked

25 hours/week of advisor time redirected to client relationship building and business development

Time to First Impact

2-3 weeks after meeting prep assistant deployment

Quality Gains

✓Consistent meeting preparation
✓Proactive compliance management
✓Systematic portfolio monitoring

25h freed up/week$450/mo estimated cost

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What's next?

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