Market Updates and Newsletter
Overview
Monthly market updates are one of the highest-touch pieces of client-facing content an advisor produces, and one of the easiest to skip. Writing from scratch takes hours. Forwarding third-party commentary or a PDF that landed in your inbox doesn't sound like you and doesn't build the relationship. And in a month where markets are moving, the tone matters as much as the content — clients want perspective, not panic, and they want it from their advisor rather than from a talking head on cable news.
The Market Update Newsletter AI Agent produces a monthly market update built specifically to deliver calm, thoughtful commentary in a voice that respects the client's intelligence. The voice is calibrated to sound like a patient teacher — someone who acknowledges what's happening in markets, provides historical context, challenges surface-level narratives, and grounds observations in data rather than prediction. It doesn't feed panic and it doesn't oversell optimism. When markets are volatile, the tone stays steady. When there's real risk worth paying attention to, it says so plainly.
Source material is hand-selected for each client, drawn from a curated base of reputable publications with the ability to add or remove sources through the client portal. The agent pulls the month's most relevant developments, drafts the update in the firm's voice profile, and supports the commentary with charts where they help the reader make sense of what they're being told.
Every draft passes through the Compliance AI Agent — which matters more here than almost anywhere else in the content system, because market commentary carries specific compliance risk around performance claims and forward-looking statements. Approved updates land in the client portal alongside the rest of your content, and a draft can be pushed into your ESP for the advisory team to review and send to prospects and clients on their list.
Example Build
On the first of each month, the agent runs. It pulls the previous month's developments from the client's curated source list, drafts the update using the firm's dedicated market update voice profile — calm, historically grounded, evidence-based — and adds supporting charts where they help the narrative.
The draft is saved to the centralized content database and routed through the Compliance AI Agent for the first review, then to the human-in-the-loop for context and voice, and if the firm has a compliance officer, to them for final sign-off. Once approved, the update is published to the Webflow client portal alongside the rest of the firm's content. A draft is also created in ActiveCampaign or Mailchimp for the advisory team to review, personalize if needed, and send to their prospect and client list.
System Audit
We map your source preferences and your compliance requirements around market commentary. From there, we build the curated source list, update the client portal controls for adding and removing sources, and define the review chain that fits how your firm handles market-related content.
Service Integrations
We connect the agent to your source list, compliance review chain, website, and your ESP. Approved updates publish to the client portal, and drafts land in ActiveCampaign or Mailchimp for the advisory team to review and send.
Training & Handoff
You'll know how to review and edit drafts before publication, and add or remove sources through the client portal. The agent runs monthly on its own — your team's job is editorial review and personalizing the send when it matters.
Post-launch results
The amount of time that was perviously spent manually completing tasks for each new lead to prospect to client conversion.
The number of tasks that are now done automatically through integrations and automations.
