Industry Solution: Finance & Insurance
Turn every enquiry into an appointment.
Lead qualification, advisor booking, and client follow-ups - all automated with full compliance in mind.
+39%Appointments booked
< 1 minResponse time
CompliantBy design
+39%Appointments booked
< 1 minResponse time
CompliantBy design
Meet your AI Agents
Three agents move a lead to a booked, compliant appointment - never providing regulated advice themselves.
Lead Agent
Qualifies inbound leads by product interest and asset level, routing to the right advisor.
Booking Agent
Books qualified prospects into advisor calendars with pre-meeting intake forms.
Compliance Agent
Chases outstanding KYC documents automatically to keep onboarding moving.
Built for financial advisors and brokers
Respond to every lead instantly, qualify with precision, and book appointments - all within your compliance framework.
Lead Agent
Lead qualification & routing
Qualify inbound leads by product interest and asset level - routing them to the right advisor automatically.
Booking Agent
Advisor appointment booking
Qualified prospects book directly into advisor calendars via WhatsApp or web chat with pre-meeting intake forms.
Compliance Agent
Document & KYC reminders
Automated follow-ups for outstanding KYC documents that keep onboarding moving without manual chasing.
“We respond to every new lead within 60 seconds now, regardless of time of day. Qualified bookings are up 39% and my advisors spend their time with clients, not chasing emails.”
Michael Osei
MD, Osei Wealth Management
Meet finance & insurance clients where they are:
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