Meet Iris — AI Email Assistant for Professional & Advisory Services
Automate client communications, relationship-building emails, and insights delivery — with AI-crafted messaging, real-time testing, and full compliance.
Smart Emails for Smart Professionals
Iris helps consultants, advisors, legal teams, and corporate comms professionals streamline their email communications.
From onboarding flows to client updates and re-engagement emails, Iris writes, tests, and optimizes each message — so your team can focus on high-value work.
Key Features
AI-Generated Messaging
Craft onboarding sequences, event invites, and updates in seconds based on your audience and goals.
Smart Testing & Optimization
Test subject lines, content variants, and calls to action. Iris applies insights automatically.
Behavior-Based Automation
Automate follow-ups, nurture sequences, and reminders based on client behavior or status.
Why Let Relationship Emails Drain Your Time?
Professional services thrive on trust and timing. Iris ensures your communications are consistent, on-brand, and optimized — without relying on templates or time-consuming drafts.
Key Pain Points it Solves:
- Repetitive manual drafting of client communications
- Inconsistent tone across departments or individuals
- No time for testing and optimizing emails
- Poor follow-up structure for BD and client engagement
- Limited personalization for different service lines or regions
Benefits for Advisory & Professional Teams
- Save hours on onboarding, BD, and insights emails
- Deliver consistent, polished messaging across the firm
- Improve client response rates with smart segmentation
- Empower consultants and teams without needing marketers
- Maintain compliance and tone across global comms
How It Works
A frictionless process — from integration to impact, in three bold steps.
Step 1: Select Your Email Objective
Client onboarding, quarterly insights, meeting recap, event invite — Iris adapts instantly.
Step 2: Let Iris Write & Optimize
Choose tone, add key points — Iris handles subject lines, content, timing, and personalization.
Step 3: Launch, Monitor, Refine
Send or schedule your emails. Iris runs A/B tests and improves messaging over time.
Choose Your Iris Plan for Professional Services
Basic
Automate your client outreach with tone-matched emails, scheduling, and segmentation
- ✔️ Professional Welcome Emails
- ✔️ Essential Segmentation
- ✔️ Tone Matching
- ✔️ Automated Scheduling
Pro (Most Popular)
Scale communications with dynamic flows, A/B testing, and service-line personalization
- ✔️ Everything in Basic
- ✔️ Multi-Role Communication Flows
- ✔️ Subject + Body Testing
- ✔️ Regional or Service-Line Targeting
Enterprise
Full-service communication intelligence with optimization, collaboration, and compliance layers
- ✔️ Everything in Pro
- ✔️ Predictive Email Optimization
- ✔️ Departmental Collaboration Tools
- ✔️ Compliance & Audit Features
Every organization is unique — that’s why we don’t list fixed prices. Instead, we tailor proposals based on your systems, goals, and service needs. Learn more about our Pricing Philosophy.
Our Pricing Philosophy
Why We Don’t List Fixed Prices — And Why That Works in Your Favor
At SentinelX Digital, every AI Agent and Service we build is precision-crafted to your business, your industry, and your systems. There’s no one-size-fits-all.
Rather than publish fixed prices, we tailor each proposal based on:
- Your systems, team size, and complexity of operations
- Integration needs (CRM, ERP, EHR, APIs, etc.)
- Compliance, data handling, and governance requirements
- Customization level, localization, or sector adaptation
- Ongoing support, SLAs, and performance expectations
This approach ensures you only pay for what delivers measurable value — and you invest in outcomes, not just features.
Real-World Impact (Case Study Style)
Before Iris:
Consultants and BD teams often rely on templated emails, drafted under time pressure. Follow-ups can be inconsistent, and segmentation is often manual and resource-heavy.
After Iris:
Teams can shift to proactive, personalized outreach. Iris accelerates drafting, supports consistent client communication, and streamlines follow-ups — enabling smarter engagement with fewer manual steps.
Iris Doesn’t Replace Your Teams…
She supports them — giving you more time to advise, connect, and grow your client relationships.
Ready to Modernize Your Email Comms?
Let Iris handle the structure, tone, and optimization — so your firm can communicate like a market leader.