Case Study: Wealthie builds an AI agent inbox in a day with Nylas

Wealthie builds an AI agent inbox in a day with Nylas

Wealthie, a wealth management platform for financial advisers in New Zealand, faced a challenge in capturing and logging client email correspondence for compliance. Their business runs on email, and critical third-party emails from lawyers or accountants often lacked context and were lost, requiring manual filing into their CRM. This created an administrative bottleneck and risked incomplete client records. They needed a reliable way from their vendor, Nylas, to automatically capture this communication using its Email API and webhooks.

Using Nylas Agent Accounts, Wealthie built an AI agent inbox that automatically routes emails to the correct client household. The solution uses deterministic and confidence-scored routing, with a human review for uncertain matches. Built by a co-founder in under a day, the implementation resulted in a 90% reduction in data capture and cleaning time. Nylas provided the communications data layer that allows one adviser to service over four times the number of clients by automating the logging of these critical email interactions.

Wealthie