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Best AI tools for client communication for financial advisors
Short answer: Grammarly, Levitate, Snappy Kraken are strong starting points. Here are all 3 options and what each is best for.
Tools that help you stay in touch with clients through better emails, personal notes and automated, relationship-focused campaigns.
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| Grammarly AI writing assistance that works across apps and websites. | Polishing client emails and articles | Free; Pro $12/mo | Free plan available. | Visit ↗ |
| Levitate Relationship marketing platform combining communication tools, success specialists and AI. | Staying in touch with clients in a personal way | Contact vendor | None listed | Visit ↗ |
| Snappy Kraken Marketing system for advisors with content, automation, websites and texting. | Automated email campaigns for advisors | From $99/mo (annual term) | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
Compare client communication pricing plan by plan · Want a walkthrough? Open any tool page and use “Get a demo”.
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FAQ
What are the best client communication tools for financial advisors?
Grammarly, Levitate, Snappy Kraken are good starting points. We list 3 options in this category.
Is it okay to send AI-written emails to clients?
Client communications may be subject to recordkeeping and review rules. Review every AI draft, keep it accurate, and follow your firm's supervision process.