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Littlebird remembers what every client said -- the risk tolerance, the daughter's wedding, the business sale they're considering -- so your relationships compound like their portfolios.
Advisory is a memory business -- the client who mentioned selling their company, the couple whose risk tolerance shifted after the health scare, the follow-up you promised in April. At a full book, no CRM discipline captures it all. Littlebird pays attention to your meetings and your inbox, remembers what every client actually said, and surfaces the follow-ups -- so the practice grows without the relationships thinning.
Annual reviews and planning calls get transcribed without a bot. The details that matter -- goals, concerns, life changes -- are captured exactly as the client said them.
Ask which clients mentioned a life change this quarter, who raised concerns about the market, or what the Nakamuras said about their timeline -- recalled from the actual conversations.
The post-review summary, the check-in after a volatile week, the birthday note that mentions something real -- drafted from your actual history with the client, in your voice.
Before each meeting, a brief: last review's decisions, their open questions, what changed in their life since. You walk in as the advisor who remembers everything.
A real prompt — typed exactly the way you’d say it.
What did the Nakamuras say about their risk tolerance in our annual review, and which clients mentioned life changes I should follow up on this quarter?
Connect the tools this work lives in — each one unlocks more Littlebird can find and do.
No. Reviews and planning calls get transcribed without a bot joining -- nothing changes for the client. You control what's captured and can delete anything.
Gmail, Google Calendar, Notion, and more -- a life event mentioned in a review becomes a follow-up, a client question becomes a drafted reply. It also works standalone from day one.
Yes. Encrypted at rest and in transit, SOC 2 certified, GDPR and CCPA compliant. Never sold, never trained on, deletable at any time.
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