Financial Services
Your clients trust you with their finances. Lineer helps you stay close to every one of them.
AI agents built for the relationship-driven world of financial services. Prospect, nurture, and follow up at scale without losing the personal touch your clients expect.
In financial services, relationships aren't part of the sale. They are the sale.
Your clients choose you because they trust you. They stay because you make them feel looked after. But as your book grows, staying personally connected to every client and prospect gets harder. Lineer gives you AI agents that keep those relationships warm, find new opportunities, and make sure no one feels forgotten.
Built for financial services professionals.
Insurance brokers
growing their client book while maintaining renewals and cross-sell relationships.
Mortgage and loan brokers
staying in front of referral partners and past clients.
Wealth advisors
keeping every client relationship active and personal across a growing portfolio.
Lenders
managing relationships with brokers, introducers, and direct clients.
Stay in touch with your entire book.
The Nurture Agent monitors your client relationships and sends timely, relevant follow-ups. Policy renewals, market updates, or a simple check-in at the right moment. Your clients feel looked after without you blocking hours in your calendar.
Build your referral network without the cold calling.
The Outreach Agent researches potential referral partners and introducers, then crafts personalised introductions that explain why a relationship makes sense. You review everything before it sends.
Prospect: Sarah Chen — Acme Corp
To: sarah.chen@acme.io
Subject: Quick question about your AI infrastructure
Body: Hi Sarah, I noticed Acme recently expanded its AI division...
To: sarah.chen@acme.io
Subject: Re: Quick question about your AI infrastructure
Body: Hi Sarah, just following up on my previous email...
Human approval at every step.
In financial services, what you say matters. Lineer's approval workflow means nothing goes out without your sign-off. Review every message, check the reasoning, and adjust before anything reaches a client or prospect.
To: sarah.chen@acme.io
Re: Quick question about your AI infrastructure
AI Reasoning:
Sarah hasn't replied in 3 days. Based on her LinkedIn activity, she's been posting about AI tooling. A concise follow-up referencing her recent post should re-engage the conversation.
Grow your book without losing the personal touch.
Book a demo and see how Lineer works for financial services.
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