AI Automation for Wealth Management
Client emails become a prioritized ops queue with SLAs, summaries, next steps, and optional draft replies—human-reviewed.
How It Works
1) Inbound Email
Client emails arrive as usual. Non-actionable noise (security alerts, newsletters, system notifications) is filtered out so ops only sees real requests.
2) lnternal Triage
Each email is classified and summarized for ops review—urgency, SLA due, request type, and a one-line summary—so the team can prioritize immediately.
3) Ops Queue
A structured queue is created with urgency and SLA due, plus a suggested next step and optional draft reply (review-only) so the team can prioritize and move fast.
What the Workflow Produces
Urgency
Flags how time-sensitive the email is so ops can prioritize immediately.
SLA Due
Sets the deadline for handling the request so ops knows exactly when it's due.
Request Type
Categorizes the email (e.g., money movement, scheduling) so it routes correctly.
One-Line Summary
Gives a neutral, single-sentence summary of what the client is asking for.
Suggested Next Internal Step
Recommends the next internal action (e.g., confirm details, request missing info).
Optional Draft Reply
Generates a suggested reply draft for staff to review and edit—never auto-sent.
Watch the 90-Second Demo
2-Week Internal Pilot
We route and summarize live inbound emails into a structured ops queue with urgency, SLA due, and next steps.- Runs inside your systems
- No auto-sending (human review)
- Minimal workflow changes
- Daily tuning (first week)
- Easy to pause or turn off
Frequently Asked Questions
Does this send emails automatically?
No. Nothing is sent automatically. Draft replies (subject + body) are optional and review-only. Your team approves, edits, or ignores them.
Do you need access to our inbox?
No. The workflow runs inside your environment using your connected accounts and permissions. We provide setup guidance and tuning, but we don’t need to log in to your mailbox.
Does this change how our inbox works?
No, your inbox stays exactly the same. The system runs alongside it and creates a structured ops queue without disrupting your existing workflow.
What happens if we don’t continue after the pilot?
You simply turn the workflow off and the pilot is closed. Your inbox stays the same, and your data remains in your systems.
What systems do you support?
Gmail or Outlook. Output to Google Sheets to start. If you prefer Excel/SharePoint or a CRM, that can be added once the pilot proves value.
Does it integrate with our CRM?
Yes — the system can integrate with CRMs. Most pilots start with a simple shared queue (Google Sheets/Excel), then integrate into your CRM if you continue.
Can we customize the workflow?
Yes, request types, urgency rules, SLAs, and queue structure are tailored to your team during setup.
What happens if we don’t continue after the pilot?
You simply turn the workflow off and the pilot is closed. Your inbox stays the same, and your data remains in your systems.
What kinds of emails get filtered out?
Non-actionable noise like security alerts, newsletters, receipts, and system notifications can be filtered so the queue stays focused on real client work.
Does this replace our process or change how we work?
No. It adds a structured queue and suggested next steps—your team keeps the same approvals and execution process.
How accurate is the classification?
It’s good out of the box, and we improve it during the pilot by tuning rules and examples based on the emails your team actually receives.
How It Works
Meridian Point Operations turns inbound client emails into a structured ops queue—urgency, SLA due, request type, summary, and a clear next internal step—before anyone has to manually triage the inbox.Internal-only. Human-reviewed. No auto-sending.
The Workflow in 3 Steps
1) Inbound Email
Client emails arrive as usual. Non-actionable noise (security alerts, newsletters, system notifications) is filtered out so ops only sees real requests.
2) lnternal Triage
Each email is classified and summarized for ops review—urgency, SLA due, request type, and a one-line summary—so the team can prioritize immediately.
3) Ops Queue
A structured queue is created with urgency and SLA due, plus a suggested next step and optional draft reply (review-only) so the team can prioritize and move fast.
What the Workflow Produces
Urgency — flags time-sensitive items so ops can prioritize fast
SLA Due — sets a clear deadline for handling the request
Request Type — labels the request (e.g., money movement, scheduling, account update)
One-Line Summary — a neutral summary of what the client is asking
Suggested Next Step — clear internal action (confirm details, request missing info, proceed internally)
Optional Draft Reply Subject & Body (Review-Only) — a starting point the team can edit or ignore
Controls and Safeguards
This workflow is designed for internal operations support. It does not provide advice, does not make decisions, and nothing is sent automatically.Human-reviewed — staff approve actions and communications
Internal-only — outputs are for ops use, not client-facing
No auto-sends — drafts are optional and never sent automatically
Easy to pause or turn off — the automation can be disabled at any time
Start With a 2-Week Internal Pilot
We run a short pilot inside your systems to validate fit—then you decide whether to continue.
Frequently Asked Questions
Does this send emails automatically?
No. Nothing is sent automatically. Draft replies (subject + body) are optional and review-only—your team approves, edits, or ignores them.
Do you need access to our inbox?
No. The workflow runs inside your environment using your connected accounts and permissions. We provide setup guidance and tuning, but we don’t need to log in to your mailbox.
What systems do you support?
Gmail or Outlook. Output to Google Sheets to start. If you prefer Excel/SharePoint or a CRM, that can be added once the pilot proves value.
2-Week Internal Pilot
We run a 2-week internal pilot that turns client emails into a structured ops queue.Urgency + SLA due + request type + summary + next step—ready for human review.Internal-only. No auto-sending. Easy to turn off.
What's Included
Initial setup in your environment
Queue output to your spreadsheet with urgency, SLA due, request type, summary, and next step
Noise filtering (newsletters, alerts, system notifications)
Optional draft reply subject & body (review-only) for common requests
Pilot tuning (1-2 rounds) based on your team's feedback and real examples
Controls & safeguards: human-reviewed, internal-only, no auto-sending, easy to pause/turn off
Support during the pilot via email for setup and adjustments
What's Not Included
No auto-sending — nothing is sent to clients automatically
No advice or decisions — this does not provide investment advice or make approvals
No policy changes — your firm’s processes and approvals stay the same
No outsourcing ops — your team remains in control; this is a support layer
No data storage — client emails stay in your systems only
No long-term commitment — cancel anytime after the pilot
What Success Looks Like
Faster flagging of urgent requests (wire transfers, margin calls, deadline-driven asks)
Less time reading and summarizing long email threads
Clearer next steps for ops execution and advisor hand-offs
More consistent follow-ups with fewer missed items
Cleaner visibility into what’s pending vs completed
Measurable impact in week 1 (time saved per day or faster triage turnaround)
What Happens After
Option A — Continue Monthly
We keep the workflow running and provide ongoing tuning, filter upkeep, and support month-to-month as your inbox patterns change. Most teams start with one inbox and expand after the pilot.
Option B — Turn It Off
You disable the automation and the pilot is closed. No further processing occurs.
Either way, it runs in your systems and you control the on/off switch.
Request the Pilot
Submit the form and we’ll reply with a short setup checklist and confirm which inbox you want routed into the ops queue. No calls required.
Frequently Asked Questions
Does this send emails automatically?
No. Nothing is sent automatically. Draft replies (subject + body) are optional and review-only—your team approves, edits, or ignores them.
Do you need access to our inbox?
No. The workflow runs inside your environment using your connected accounts and permissions. We provide setup guidance and tuning, but we don’t need to log in to your mailbox.
What kinds of emails get filtered out?
Non-actionable noise like security alerts, newsletters, receipts, and system notifications can be filtered so the queue stays focused on real client work.
What happens if we don’t continue after the pilot?
You simply turn the workflow off and the pilot is closed. Your inbox stays the same, and your data remains in your systems.
Request a 2-Week Internal Pilot
Use the form below to request a 2-week internal pilot. We’ll reply by email with a short setup checklist and confirm which inbox(es) you want routed into the ops queue.Internal-only. Human-reviewed. No auto-sending.
What Happens Next
1) We confirm your inbox setup (Gmail/Outlook) and where you want the queue output.2) We send a short setup checklist and you connect your accounts.3) We launch the pilot and do 1-2 tuning rounds during week one.
Frequently Asked Questions
Does this send emails automatically?
No. Nothing is sent automatically. Draft replies (subject + body) are optional and review-only—your team approves, edits, or ignores them.
Do you need access to our inbox?
No. The workflow runs inside your environment using your connected accounts and permissions. We provide setup guidance and tuning, but we don’t need to log in to your mailbox.
What systems do you support?
Gmail or Outlook. Output to Google Sheets to start. If you prefer Excel/SharePoint or a CRM, that can be added once the pilot proves value.
What happens if we don't continue after the pilot?
You simply turn the workflow off and the pilot is closed. Your inbox stays the same, and your data remains in your systems.
Is this compliant / secure?
The workflow runs inside your tools and permissions. Please don't submit client PII through this form.
Privacy policy
Effective Date: January 12, 2026This Privacy Policy explains how Meridian Point Operations (“we,” “us,” “our”) collects, uses, and protects personal information when you visit meridianpointops.com (the “Site”) or contact us about our services.1) Who We Are
Business Name: Meridian Point Operations
Website: meridianpointops.com
Contact Email: [email protected]
Location:PO BOX 99900 EV 173183STN MAINSARNIA ON N7T 0B72) What We Collect
We keep data collection minimal.A) Information You Provide
If you contact us (for example, via a contact form or email), you may provide:your name
business email address
company name
job title (optional)
the contents of your message and any information you choose to share
B) Information Collected Automatically
Our site platform may automatically log limited technical information needed to operate and secure the Site, such as:IP address
device/browser type
approximate location (derived from IP)
basic usage and error logs (e.g., pages requested)
We do not use Google Analytics or similar third-party analytics tools.3) How We Use Your Information
We use information to:respond to inquiries and coordinate demos or pilots
communicate about setup, onboarding, and support
maintain the security and integrity of the Site
keep basic business records (e.g., communications and invoicing)
We do not sell personal information.4) Payments and Invoicing
We do not accept payments through the Site checkout. If you become a customer, payments are handled manually through invoicing (for example, via PayPal invoicing or another invoicing method). Any payment information you provide in that process is handled by the invoicing/payment provider under their policies.5) YouTube Embedded Video
Our Site may embed videos hosted by YouTube. When you view an embedded YouTube video, YouTube may collect information such as:device and browser information
viewing activity
cookies or similar identifiers
This data is collected by YouTube and is governed by YouTube/Google’s policies, not ours.6) Sharing of Information
We may share information only:with service providers that help us operate the Site (e.g., website hosting/platform and email tools), as needed to provide the Site and respond to you
if required by law, regulation, or legal process
to protect the rights, safety, and security of our business and users
7) Data Retention
We retain personal information only as long as necessary to:respond to your inquiry
maintain reasonable business records (including invoices and communications)
meet legal, accounting, or security requirements
8) Security
We use reasonable safeguards designed to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.9) Your Choices
You can contact us to:request access to the information you’ve provided
request correction or deletion of your information
Email: [email protected]10) Third-Party Links
Our Site may link to third-party websites (e.g., LinkedIn). We are not responsible for their privacy practices. Please review their policies directly.11) Changes to This Policy
We may update this Privacy Policy from time to time. We will post updates on this page and change the effective date above.12) Contact Us
If you have questions about this Privacy Policy, contact:
Meridian Point Operations
Email: [email protected]
Location:PO BOX 99900 EV 173183STN MAINSARNIA ON N7T 0B7
Terms of service
Effective Date: January 12, 2026These Terms of Service (“Terms”) govern your use of meridianpointops.com (the “Site”) operated by Meridian Point Operations (“we,” “us,” “our”). By accessing or using the Site, you agree to these Terms.1) The Site Is Informational
The Site provides information about our services and may include demo materials. The Site does not provide financial, legal, or compliance advice.2) No Client Relationship Created by Viewing the Site
Viewing the Site or sending an inquiry does not create a client, advisory, or professional services relationship. Any services we provide will be governed by a separate written agreement.3) Contact Forms and Communications
If you submit a form or contact us, you agree that:the information you provide is accurate to the best of your knowledge, and
we may respond using the contact details you provide.
4) No Online Checkout; Manual Invoicing Only
We do not sell products or accept payments through an online checkout on this Site. If you become a customer, any fees are handled through manual invoicing under a separate agreement.5) Acceptable Use
You agree not to:use the Site for unlawful purposes
attempt to access or interfere with the Site’s systems or security
scrape, crawl, or harvest data from the Site at scale
upload or transmit malware or harmful code
misrepresent your identity or affiliation when contacting us
We may restrict or block access to the Site if we believe you are violating these Terms.6) Intellectual Property
All content on the Site—including text, branding, logos, graphics, and demo materials—is owned by us or licensed to us and is protected by intellectual property laws.You may view and share the Site for legitimate business evaluation purposes, but you may not copy, reproduce, or distribute our materials for commercial use without our written permission.7) Demo Materials and Example Content
Any demos, screenshots, or sample outputs shown on the Site are for demonstration purposes and may include simulated or anonymized data. Demo outputs are not guaranteed to be accurate or complete and must be reviewed by humans before use.8) Third-Party Services (YouTube)
The Site may embed or link to third-party services (such as YouTube). Your use of those services is governed by their terms and policies. We are not responsible for third-party content or practices.9) Disclaimer of Warranties
The Site is provided on an “as is” and “as available” basis. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement.We do not warrant that the Site will be uninterrupted, error-free, or secure.10) Limitation of Liability
To the fullest extent permitted by law, Meridian Point Operations will not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of the Site.Our total liability for any claim related to the Site will not exceed CAD $100.11) Indemnification
You agree to indemnify and hold us harmless from claims, damages, liabilities, and expenses (including reasonable legal fees) arising from your misuse of the Site or violation of these Terms.12) Changes to the Site and Terms
We may update the Site or these Terms at any time. Changes take effect when posted. Your continued use of the Site after changes are posted means you accept the updated Terms.13) Governing Law
These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict of law principles. Any dispute arising out of or relating to these Terms will be brought in the courts located in Ontario, Canada, unless otherwise required by law.14) Contact
Questions about these Terms? Contact:
Meridian Point Operations
Email: [email protected]
Location:PO BOX 99900 EV 173183STN MAINSARNIA ON N7T 0B7