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The agents

Agentic Lens has worked with top-performing financial advisers to design best-in-class AI agents.

Each one was shaped with people who do this job daily. Everything below drafts and prepares; a licensed human approves anything that reaches a client.

Agent 01 · Lead generation

Prospects reviewed against your criteria.

You define who you want to reach: age bands, life stage, career type, disqualifiers, and the offer. The agent reviews sources you are permitted to use, scores each prospect against that picture, organises the records, and drafts outreach in your voice. Nothing approaches anyone until you approve it.

  • Criteria you define, applied consistently
  • Organised prospect records, not a pile of tabs
  • Drafts held at the gate until you approve
ICP · bands, life stage, disqualifiers→ Daily review · permitted sources→ Score · flag above 80% fit→ Organise→ Draft · your voice→ Approval gate→ Telegram · email
Agent 02 · Meeting prep

Walk in already briefed.

The night before, it assembles what you need: what changed since you last met, what you promised, what is still open, and an agenda you can glance at on your phone. After the meeting it drafts the recap for your approval.

  • A pre-meeting brief before every call
  • A recap drafted, never sent without you
  • Prep time close to zero
Ingest · calendar, notes, record→ Brief · changes, promises, open items→ Agenda→ Recap draft→ Approval gate→ Telegram
Agent 03 · Capture

A thirty-second voice note becomes the record.

You speak after each client interaction; it structures what changed, what was promised and what happens next, and keeps your working records current. It holds what your CRM doesn't. It never duplicates what your CRM does.

  • Records that stay current without typing
  • Promises that stop slipping
  • No shadow CRM, by design
Voice note→ Structure · changed, promised, next→ Worklist→ Flag · stale, missing→ Telegram
Agent 04 · The chase

The morning list of who is owed a conversation.

You set the triggers: renewals, birthdays, review anniversaries, promises made. Every morning it tells you who is due and why, with a draft already written in your voice. Approve, edit or skip; nothing sends without you.

  • A morning chase list with reasons
  • Drafts in your own tone
  • Approve, edit or skip, one by one
Triggers · renewals, birthdays, promises→ Daily scan→ Brief · who and why→ Draft · your voice→ Approval gate→ Telegram
Agent 05 · Content

Ideas in your voice, drafts for your review.

It reads what your audience is talking about and turns it into content ideas that sound like you, with the platform and format suggested. You choose what gets made, and you approve what gets posted.

  • A daily idea brief worth reading
  • Drafts in your tone, not template-speak
  • What performed feeds the next brief
Your voice · samples, past posts→ Trend scan→ Idea brief→ Draft→ Approval gate→ Post
Agent 06 · The team view

For directors. Coverage, not names.

The roll-up for whoever runs the team: which books are being worked, coverage, activity, promises kept and days-since-contact, as numbers. No client names, ever. The five agents above belong to your advisers; this one is yours.

  • Which books are worked, and which are rotting
  • Discipline made visible, weekly
  • Nothing that needs a client's name
Adviser activity→ Roll-up · coverage, completion, days-since→ Weekly view→ PDF · Telegram