Empowering Advisors with Real-Time Agentic Automation

Every customer-facing operation knows the story: too many systems, too little time.Agents juggle CRM screens, spreadsheets, and legacy tools while trying to keep conversations human. It’s draining, inefficient, and worst of all entirely preventable.

In this short video, we explain how TrustPortal’s real-time Agentic Automation transforms the advisor experience; guiding them step by step, automating repetitive tasks, and delivering customer outcomes faster and more accurately than ever before.

See the video here: https://www.youtube.com/watch?v=KyIfz2hjM9c

What You’ll See

In just over a minute, this video shows how TrustPortal helps advisors:

• Complete complex workflows with guided automation in real time.

• Avoid rekeying data between systems.

• Resolve customer issues on the first call.

• Spend less time switching screens and more time engaging customers.

This is real-time Agentic Automation in practice: technology that collaborates, rather than replaces, people.

Why It Matters

When automation is human-centred, everything changes.Advisors feel supported, not threatened.Customers get faster, higher-quality outcomes.Leaders see measurable gains in productivity and morale.

That’s how real-time Agentic Automation drives true digital transformation; enhancing both the employee and customer experience, one process at a time.

Take the Next Step

Have a challenge you'd like to share? Get in touch with our expert team to book a Discovery call here: https://www.trustportal.org/get-started