Client communication that scales with your AUM
Your analysts should be analyzing — not answering the same portfolio questions on repeat. An AI agent handles client onboarding, meeting scheduling, and routine inquiries with the precision and discretion your clients expect.
The communication burden
Your team spends hours every day on repetitive communication tasks that follow predictable patterns — exactly the kind of work AI handles best.
Client inquiries during market hours
When markets move, clients call. Your team is watching positions and managing risk — not fielding calls about account balances.
Onboarding is a manual grind
New client intake means collecting KYC docs, risk tolerance questionnaires, and account forms. It's the same process every time, done manually.
Meeting scheduling back-and-forth
Quarterly reviews, prospect meetings, and ad-hoc calls require endless email chains to find a time that works.
Repetitive portfolio questions
What's my current allocation? When's my next distribution? What were last quarter's returns? Routine questions that don't need a human.
Compliance constraints on communication
Every client-facing message needs to stay within regulatory guardrails. Staff worry about saying the wrong thing, slowing everything down.
After-hours client expectations
High-net-worth clients expect availability. Voicemail doesn't convey the white-glove service your firm promises.
What your AI agent handles
Trained on your business, speaking your language, available 24/7 on phone, text, and web.
Client onboarding automation
Guides new clients through intake — collects documents, answers process questions, and sends status updates. All structured and auditable.
Meeting scheduling
Books quarterly reviews, prospect calls, and follow-ups directly on advisor calendars. Handles rescheduling and reminders.
Routine inquiry handling
Answers account-level questions about balances, distributions, and performance. Trained on your client-approved talking points.
Compliance-aware responses
Built with guardrails to avoid forward-looking statements, guarantees, or unauthorized advice. Knows what it can and can't say.
24/7 professional presence
Clients reach a knowledgeable, courteous agent at any hour — not a voicemail box. Urgent matters get escalated immediately.
Prospect qualification
Screens inbound leads for AUM, investment timeline, and goals. Routes qualified prospects to the right advisor.
Feature Case Study
Case study coming soon.
Live demos you can try
Real AI agents answering real calls and texts right now. Try them.
Alternative Funding Group
AI agent for an investment firm. Answers fund inquiries, qualifies investors, and schedules advisor meetings.
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