# Market Volatility Client Communication — Financial Services AI agent | Mihu AI

Financial Services · Advisory

# Market Volatility Client Communication

Proactively reach anxious clients during periods of significant market volatility, without giving specific investment advice.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Identifies a market volatility trigger per the firm's defined threshold, and sends a firm-approved, pre-written communication acknowledging the environment.

Offers a call with the adviser for any client wanting to discuss their specific situation, rather than the agent providing reassurance or guidance itself.

Prioritizes outreach to clients flagged as higher-anxiety or newer to investing , per adviser guidance stored in the CRM.

Never comments on specific holdings, market predictions, or whether to buy/sell/hold.

## Data sources

Market volatility trigger rules Firm-approved communication templates

## What it targets

Clients reached within 24 hours of a volatility trigger Target 90%