Finance

Instant service for investors, with recommendations always in human hands

Your AI agents respond on WhatsApp, social media, web chat, phone and email to anyone who wants to open an account, has questions about the platform or needs a document. They guide the process, book time with the rep and escalate anything involving investing, buying or selling.

I want an AI agency for my investor clients See plans

Brokers, brokerage firms and investment reps● Online

Simulated sample conversation. Not a real customer.

What eats your time today

Many prospects abandon account opening halfway because they get stuck on a document or the investor profile questionnaire.
Your reps waste time answering the same things: market hours, how to deposit, where to find account statements.
Messages arrive after hours, and on volatile days the volume spikes.
It's hard to follow up with prospects from events, webinars and investing courses.
An automated reply that sounds like a buy or sell suggestion is a regulatory risk you can't afford.

Your AI agents

AI Receptionist

Replies instantly, identifies itself as an automated assistant and explains your services and the account-opening process, without discussing specific securities.

Account Opening Guide

Walks prospects through opening an account step by step: required documents, investor profile questionnaire and signature, and alerts the rep when something stalls.

Operations Support

Answers how-to questions with information you approve: how to deposit or withdraw, market hours, where to download statements or tax documents.

Lead Qualifier

Identifies whether the prospect is an individual or a company, their prior experience and roughly how much they plan to invest, so they're assigned to the right rep.

Event Follow-up Agent

Follows up with webinar and course attendees, shares approved materials and offers a call with a rep.

Your customer journey, automated

Pick a stage to see what the AI does.

Lead capture

Prospects arrive through a webinar, educational content or a referral; the AI replies and records where they came from.

Qualification

Asks about entity type, experience and investment range, and assigns the matching rep.

Appointment

Books a call with the rep or a guided walkthrough of the platform.

Service

Supports account opening, the suitability profile the rep conducts and document uploads all the way to activation.

Follow-up

Reminds clients about their first deposit, answers operational questions and flags account file updates when they come due.

Loyalty

Invites clients to events and approved educational content and schedules periodic reviews with their rep.

Included automations

Instant reply with an automated-assistant disclosure and a hard block on any opinion about securities, prices or returns.
Account-opening flow with reminders for every incomplete step.
Automatic assignment of prospects to reps by entity type, amount or region.
Real-time alert to the rep when a client mentions buying, selling, a withdrawal or a complaint.
Webinar attendee follow-up with approved materials and an offer to book a call.
First deposit reminder after the account is activated.
Notice when the account file needs updating or documents are about to expire.
Re-engagement of abandoned account applications with personalized help.

Data saved in your CRM

Entity type (individual or company) and stated experience
Estimated initial investment range
Account-opening stage (documents, profile, signature, active)
Assigned rep
Lead source (webinar, referral, ad, content)
Expiration date of documents in the account file

Compliance and AI limits

The AI never gives investment recommendations, price targets, forecasts or opinions on securities; every investment question goes to the rep.
The AI never takes or executes buy, sell or transfer instructions; it only logs them and routes them to the institution's formal channel.
Scripts follow applicable CNBV (Mexico's banking and securities regulator) rules and CONDUSEF consumer-service guidelines; have them reviewed by your compliance team or legal advisor.
No returns are promised, and any educational material shared is approved by your compliance team.
Personal and financial data handled under Mexico's LFPDPPP data protection law, with a privacy notice and conversations logged for audit.

Integrations

Rep calendars and video calls
Account-opening forms and links
Webinar platform and event registration
Email and WhatsApp Business
The institution's internal systems via export or custom integration

What we measure

First response time
Account applications started versus completed
Rep calls booked and held
Operational questions resolved without human involvement
Escalated inquiries by topic (investment, complaint, operations)

Frequently asked questions

Can the AI tell a client which stock to buy?

No. It's configured to decline politely and route the question to the rep. It never gives recommendations, forecasts or opinions on securities.

Can it take buy or sell orders?

It never executes or confirms them. It logs the request and immediately alerts the rep so they can handle it through the formal channel.

What operational information can it share?

Only what you authorize: market hours, how to deposit or withdraw, where to download statements and how account opening works.

Can my compliance team review the scripts?

Yes, and we recommend it. Every automated message and assistant rule is approved before going live.

Does it work for independent reps, not just institutions?

Yes. It's set up with your name, your calendar and your rules, always within what your partner institution allows.

Recommended plan for your business

For businesses that want to hand off customer service, follow-up, content, and lead generation to a single team.

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

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Recommended

Full AI Agency

The complete engine: customer service, sales, content, and prospecting.

US$1,699 /moUS$16,718 /year

Pay annually: US$16,718/year · you save US$3,670 (18% off for a limited time)

18% off for a limited time · equals US$1,393.17 per month · you save US$3,670

+ US$2,399 setup (one-time fee)

The setup fee is invoiced before your account is activated.

First year: US$22,787First year: US$19,117

Everything in AI Sales
Content: 12 pieces per month adapted for 3 social networks, approved by you
2 blog articles per month for your website
Monthly editorial calendar and scheduled publishing
Cold email from a dedicated domain, with responsible sending rules
Prospecting with data enrichment
Win-back campaigns and promotions with your sign-off
Monthly strategy review with our team

For businesses that want to hand off customer service, follow-up, content, and lead generation to a single team.

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

Choose this plan