Financial services

Stay on top of every client relationship

Fyxer organizes your inbox, drafts client replies, and handles your meeting notes. Reply on time, every time – without the inbox overwhelm.

Start with Gmail Start with Outlook

Free 7-day trial • Cancel anytime

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Slow replies put your relationships at risk

You're managing dozens of client relationships. Each one expects compliant, personalized response to every email.

In financial services, how fast you reply is a trust signal. Missing an email could cost you the client.

Professional using AI email assistant on their device

Your clients need answers, you need admin support

The average professional loses 64 minutes per day to admin that could be handled by AI — repetitive client queries, meeting summaries and standard follow-ups.

What if you could cut out that admin and just focus on your client relationships?

Team collaborating with AI email assistant tools

Reply faster and reduce your admin overwhelm, with Fyxer

81%save more than
1 hour per day

71%feel more able to focus on higher-value work

73%feel Fyxer improves the quality of their email responses

How Fyxer supports you, across every conversation

Inbox prioritization

Your inbox is automatically organized, Fyxer surfaces exactly what needs your attention to the top.

Draft replies in your voice

Open your inbox to drafts, ready for you to review and send. Repetitive questions are handled, with personalization, in seconds.

Meeting notes captured

Fyxer joins every call and summarizes what was said. Every client gets a prompt follow-up with the notes.

Context in seconds

With Fyxer Chat, you can surface information from your email history in seconds. Search across multiple threads simultaneously.

Start with Gmail Start with Outlook

7-day free trial • Set up in 30 seconds

Works with your existing workflow

Gmail & Outlook

Fyxer plugs directly into your inbox.
Get it up and running in 30 seconds,
no new tools needed.

Video calls

Whether you take calls on Zoom, Teams or Google Meet, Fyxer schedules your meetings and captures the notes.

Fan mail

Kelli

The automated email draft tool alone has saved me from drowning in my inbox. Instead of spending hours rewriting emails, I can move quickly and stay focused on high-value work.

Randy Etheridge

Fyxer has been a huge win for my workflow. It feels like it actually understands what I’m trying to accomplish instead of forcing me into rigid templates.

Chris

Fyxer is saving me a significant amount of time. It learns more about you as time goes on, the draft replies are often spot on, and even picks up detail from earlier in the chain.

Steven

Within a day it was triaging mail, drafting replies that matched my tone, and sending crisp follow-ups after meetings. If you live in email and on calls, it’s a real edge.

Anita

Keeps my inbox organized, captures action items, and ensures follow-ups don't fall through the cracks. It reduces mental load, and keeps me responsive without living in my email.

Kellsey

Having Fyxer has made me so much faster at responding to client emails and following up after calls. Most are good to go from the draft and what I would say if I wrote it myself.

Fyxer helps me stay organized, provide thoughtful responses, and keep the flow within clients, internal teams, and more! I would say this is a game changer for me.

Kelli

The automated email draft tool alone has saved me from drowning in my inbox. Instead of spending hours rewriting emails, I can move quickly and stay focused on high-value work.

Randy Etheridge

Fyxer has been a huge win for my workflow. It feels like it actually understands what I’m trying to accomplish instead of forcing me into rigid templates.

Chris

Fyxer is saving me a significant amount of time. It learns more about you as time goes on, the draft replies are often spot on, and even picks up detail from earlier in the chain.

Steven

Within a day it was triaging mail, drafting replies that matched my tone, and sending crisp follow-ups after meetings. If you live in email and on calls, it’s a real edge.

Anita

Keeps my inbox organized, captures action items, and ensures follow-ups don't fall through the cracks. It reduces mental load, and keeps me responsive without living in my email.

Kellsey

Having Fyxer has made me so much faster at responding to client emails and following up after calls. Most are good to go from the draft and what I would say if I wrote it myself.

Fyxer helps me stay organized, provide thoughtful responses, and keep the flow within clients, internal teams, and more! I would say this is a game changer for me.

Security & Privacy

Enterprise-grade security

Learn more about our security practices

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Frequently asked questions

How long does Fyxer take to set up?

30 seconds. All you have to do is connect your Gmail or Outlook account and Fyxer gets to work immediately. Fyxer has studied thousands of inboxes to learn what's important, but if you want to edit any rules or labels, you can do so in your dashboard.

Will the drafts work for technical or compliance-related queries?

Fyxer is there to assist you with whatever work you do. It speeds up response time, especially for those routine emails; things like initial client inquiries, status updates, holding responses or scheduling.

Will Fyxer ever send emails without my approval?

Never. Every draft Fyxer writes sits in your inbox for you to review, edit, and send. Nothing is sent automatically. You stay in full control of every client communication.

How does Fyxer learn my writing style?

Fyxer reads your existing sent emails to understand your tone, vocabulary, and style. The more you use it, the more accurate the drafts become.

How does Fyxer know which emails are urgent and which aren't?

Fyxer uses AI to automatically sort every email into categories ranked by priority. Emails that need a response are flagged as the most important, while newsletters, notifications, and FYIs are filed away. Nothing is ever deleted, everything stays searchable and you decide what appears in your inbox.

Will the automatic drafts sound like me?

Yes. Fyxer reads your full thread history with each recipient before it drafts anything. The output reflects the specific situation and matches how you normally write.

Can Fyxer access confidential client communications?

Your client data stays private. Fyxer connects to your Gmail or Outlook inbox directly. It does not store any of your email content or share it with third parties. Fyxer is SOC 2, ISO 27001, and GDPR compliant. Our data security standards cover data encryption, access controls and business continuity. You can read more about our security here.

Does Fyxer work across multiple client accounts?

Yes. Fyxer is designed for professionals managing large numbers of client relationships simultaneously. It organizes your inbox by priority across all of your threads, so whether you're managing 20 clients or 200, nothing falls through the cracks.

Can I use Fyxer as a sole practitioner or is it just for firms?

Anyone can get started with Fyxer. We have options available for both sole practitioners and teams. There's no minimum seat requirement and setup takes 30 seconds, with no IT configuration needed. If you’re looking for a solution for a large firm, it’s best to speak to sales for a bespoke arrangement.

What happens to my emails if I cancel?

Your emails stay exactly where they are, in your Gmail or Outlook account. Fyxer never moves, copies, or stores your email data independently. If you cancel, nothing changes in your inbox.

Read our customer stories

How Knight Frank agents get back 3+ hours every week

Fyxer helped agents get out of their inboxes, and onto high value work, with no training needed.

How eXp Realty agents win more deals with Fyxer

See how 87,000+ agents are saving 5 hours per week and closing 25% more deals.

How Paradigm is doing 48% more proactive work

This fast-growing senior services provider turned meeting chaos into performance and accountability.

Looking for a solution for your whole team?

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