AI Assistant & Email Management
Your New Digital Employee

HIRE THE AI ASSISTANT
THAT MANAGES YOUR INBOX.

Strata isn't just a chatbot. It's a dedicated ai email assistant that learns your practice, utilizing advanced email management software to handle follow-ups, organize data, and run workflows seamlessly.

Auto
Triage Inbox
Live
CRM Updates
$97
Per Month
Book Your Demo
20 minutes. See exactly how am AI Assistant takes over your manual admin work.
The Assistant Gap

WHY BASIC TOOLS
AREN'T HELPING YOU.

Advisor feeling overwhelmed
📥

Inbox Chaos Kills Productivity

You start your day digging through junk just to find real work. Without proper email triage software, your energy is spent organizing instead of advising.

You Act as the Router

Most platforms don't connect tasks. Lacking email automation tools, you become the manual bridge between your inbox, your calendar, and your CRM.

🤖

Tone-Deaf Replies

Using generic email template software saves time but loses the human touch. Clients can spot a robotic, unfeeling canned response from a mile away.

😰

No True Context

Your current software forgets what happened yesterday. Proper client email management requires an assistant that remembers every detail.

Your Dedicated AI Assistant

MORE THAN A CHATBOT.
A TRUE PARTNER.

Intelligent assistant concept
01

An Intelligent Inbox

Your AI Assistant brings order to chaos. Through proactive email priority management, it organizes your dashboard so you only see what requires input.

02

Sentiment Analysis Email

It reads the room before you do. The AI utilizes sentiment analysis email technology to flag if a client is frustrated or anxious.

03

Automated Email Categorization

Every message is instantly sorted. Strata uses automated email categorization to separate wire requests from newsletters.

04

AI Powered Email Drafting

Stop staring at a blank screen. Working as a true ai powered email engine, the assistant drafts highly personalized replies.