Brief me.
Walk in with the whole file in your head.
Ask Birdie for the rundown before the meeting. Last review, open actions, what changed in their life. Birdie reads the file so you don't have to.
Birdie for Financial Planners
You're with the client.Birdie's on the file note.
Talk to Birdie after every review, call and meeting. Birdie writes the file note, logs the actions and schedules the follow-up before your next client sits down.
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You said
“Margaret's comfortable moving to growth. Rebalance the super and add her daughter as beneficiary. Review again in March.”
File note · Salesforce
Margaret ChenAnnual review
- Risk profile
- Balanced → Growth
- Action
- Rebalance super
- Action
- Add daughter as beneficiary
- Next review
- March 2027
File note saved. 2 tasks created.
Built for every seat in the practice
Recommended for- Financial Advisers
- Paraplanners
- Practice Principals
- Client Service Managers
- Wealth Managers
- Associate Advisers
Three ways to talk to Birdie
Brief, command, or note. Birdie knows a review from a referral.
Do this.
Actions logged before the client reaches the lift.
Say what you agreed. Birdie creates the tasks, assigns the paraplanner and sets the review date. Nothing lives in your head until Friday.
Drop a note.
The file note that stands up later.
Tell Birdie what was said and what was decided. Birdie writes the note against the client, with source and time, ready for review.
The advisers who talk to their CRM will outgrow the ones who type into it.
0 typing
into your CRM. Ever again.
<30 sec
to log any update.
100%
Birdie's listening.
Your day with Birdie
Four moments. Zero typing.
- 8:45Before the first review
“Brief me on Margaret Chen.”
Last review in March. Two open actions. She asked about beneficiaries.
- 10:30Meeting ends
“She's moving to growth. Rebalance and add her daughter as beneficiary.”
File note written. Two tasks sent to the paraplanner.
- 2:15Between calls
“Remind me to send David the insurance quote by Thursday.”
Task set. Thursday, 9am.
- 5:30Wrapping up
“Any file notes I haven't finished this week?”
None. Clean week.
Just say it.
Ask a question. Drop a command. Leave a note. Birdie knows a review from a referral.
- Question
"What did I agree with the Patels at their last review?"
Birdie answered in 4s - Command
"Set Margaret's next review for March and assign the SOA to Priya."
2 tasks created - Note
"David's risk appetite has dropped since the redundancy. Revisit before rebalancing."
Saved to client file - Question
"Which clients have reviews due before June 30?"
11 clients listed - Command
"Log today's call with the Nguyens as a file note."
File note saved - Note
"Client mentioned an inheritance. Raise estate planning next time."
Next-step queued
How does Birdie work for financial planners?
Which CRMs does Birdie connect to?
HubSpot, Salesforce and Pipedrive today. Planning-specific CRMs are next. Tell us what your practice runs. Contact us
Is a Birdie file note good enough for the file?
Birdie writes the note from what you said, against the right client, with source and time. It sits in your CRM like any note you'd type, and it's yours to edit.
Where does client data go?
Birdie writes to your CRM through your own connection. Every update is tagged with its source and time and tracked, so nothing is overwritten by accident. Read the privacy policy
How much does it cost?
Free to start. Unlimited voice sessions with Birdie and up to 200 records. Paid plans lift the record cap. See pricing