Finance

More discovery meetings and better follow-up, while your advice stays entirely yours

Your AI agents respond to anyone asking about retirement, savings, college funds or wealth protection on WhatsApp, social media, web chat, phone and email. They qualify, book and remind clients of reviews; the financial advice always comes from you.

I want an AI agency for my financial advisory practice See plans

Financial and wealth advisors● Online

Simulated sample conversation. Not a real customer.

What eats your time today

Prospects find you through a post or a webinar, ask "What should I invest in?" and if you don't reply within minutes, they go to someone else.
You spend hours on calls with people who can't save yet or simply aren't your ideal client.
Periodic portfolio or plan reviews keep slipping because nobody schedules them on time.
Sending contribution reminders, account-opening documents and profile updates is manual and easy to forget.
You worry an automated tool might say something that sounds like a recommendation and get you into regulatory trouble.

Your AI agents

AI Receptionist

Replies instantly, explains how you work (discovery, plan, ongoing review) and makes clear from the first message that it's an automated assistant that doesn't give investment advice.

Lead Qualifier

Asks about goals (retirement, education, wealth), time horizon, available savings range and any existing products, so you can prioritize the people who fit your service.

Discovery Scheduler

Offers times from your calendar for the first session, then confirms, reminds and reschedules with no back-and-forth.

Document Assistant

Sends the document checklist for opening accounts or purchasing products, receives the files and tracks progress in the CRM.

Review Agent

Schedules periodic plan reviews and reminds clients to update their profile and goals when their circumstances change.

Your customer journey, automated

Pick a stage to see what the AI does.

Lead capture

Prospects arrive from your content, a webinar, a referral or an ad; the AI replies within seconds and offers a discovery meeting.

Qualification

Records their goal, horizon, savings range and current products, without giving any opinion on them.

Appointment

Books the discovery meeting in person or online and sends a short pre-meeting questionnaire you define.

Service

After your session, it follows up on the proposal, requests account-opening documents and reminds clients of pending signatures.

Follow-up

Sends reminders for scheduled contributions, shares the materials you approve and books periodic reviews.

Loyalty

Sends greetings on key dates, asks satisfied clients for referrals and re-engages prospects who left their plan pending.

Included automations

Instant reply to prospects with an automated-assistant disclosure and an offer to book a discovery meeting.
Qualification questionnaire with savings ranges and goals, without intrusive questions.
Discovery meeting booking with confirmation, reminder and video call link.
Account-opening document checklist with reminders until the file is complete.
Scheduled contribution reminders on the date the client chose.
Automatic plan review scheduling at the interval the advisor sets.
Immediate handoff to a person when a client asks about returns, buying, selling or switching products.
Referral campaign and re-engagement of prospects who completed discovery but didn't sign up for a plan.

Data saved in your CRM

Main financial goal and time horizon
Available monthly savings range
Existing products (retirement account, insurance, investments) as reported by the client
Pipeline stage (discovery, proposal, account opening, active client)
Date of the next plan review
Lead source and referrer

Compliance and AI limits

The AI never gives investment recommendations or opinions on products, returns or when to buy or sell; all of that comes from the advisor.
If your practice is supervised by the CNBV (Mexico's banking and securities regulator) or subject to CONDUSEF consumer-protection rules, the assistant's scripts are adjusted accordingly; review them with your legal advisor.
No returns are promised and phrases like "guaranteed profit" are never used; the only materials sent are the ones you approve.
Personal and financial data handled under Mexico's LFPDPPP data protection law, with a privacy notice and consent to receive messages.
Every conversation is logged in the CRM so you can review exactly what was said to each client.

Integrations

Google or Outlook Calendar and video calls
Profile forms and pre-meeting questionnaires
Secure upload of account-opening documents
Email and WhatsApp Business
Your institutions' platforms via export or custom integration

What we measure

First response time to prospects
Discovery meetings booked and attendance
Conversion of prospects from discovery to signed plan
Periodic reviews completed on schedule
Referrals generated by active clients

Frequently asked questions

Can the AI tell a client which fund or product is right for them?

No. It's configured never to recommend products or comment on investments. It explains your process, books meetings and follows up; recommendations are yours alone.

What if a client asks to sell or switch an investment?

The AI never executes or confirms transactions. It logs the request and alerts you right away so you can handle it through the proper channel.

Can I use it if I work with several institutions?

Yes. The AI talks about your advisory service, not any particular institution, and you decide what information it can share.

How does it screen out prospects who aren't a fit?

With questions about savings range and goals. People who don't fit can be offered educational content or a waitlist instead of a meeting.

Can I review what the AI said to each person?

Yes. Every conversation is stored in the CRM with its date and channel.

Recommended plan for your business

For businesses that already have demand and want to convert more, answer the phone, and take care of their customers.

Every plan includes setup, CRM and support. Prices in US dollars (USD), excluding VAT. Channel usage is billed separately from a prepaid balance.

See plans and add-ons →

Recommended

AI Sales

Everything in Reception, plus phone, follow-up, and reputation.

US$899 /moUS$8,846 /year

Pay annually: US$8,846/year · you save US$1,942 (18% off for a limited time)

18% off for a limited time · equals US$737.17 per month · you save US$1,942

+ US$1,329 setup (one-time fee)

The setup fee is invoiced before your account is activated.

First year: US$12,117First year: US$10,175

Everything in AI Reception
24/7 AI voice receptionist that answers your phone
Follow-up after appointments and proposals
Customer win-back, birthday greetings, and referrals
Review requests and draft replies for your approval
Internal agents: daily summary, CRM audit, and opportunity follow-up
Lead scoring
Monthly report with the agreed metrics

For businesses that already have demand and want to convert more, answer the phone, and take care of their customers.

15-day trial with basic implementation included. When it ends, your subscription is charged automatically; you can cancel before then.

Choose this plan