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Qualify leads. Build trust. Save hours every week.
Our AI chatbots help financial advisors and wealth management firms pre-qualify leads, schedule
appointments, and answer FAQs — 24/7, with professionalism.
— Too many unqualified or low-fit leads
— Repetitive questions about services and fees
— Limited availability for follow-up
— Missed opportunities after hours
— Risk of seeming unresponsive or outdated
Ask the right questions upfront to filter out prospects who aren’t a fit — or aren’t ready.
Gather key data points (e.g. age, income range, goals, risk appetite) before a human touches the
lead.
Let qualified leads book consultations instantly — synced with your calendar.
Provide professional, compliant answers to questions about services, fees, processes, or specialties.
Let prospects know what to prepare for your meeting (income proof, investment statements, etc.)
Push qualified leads into your CRM or Google Sheet for tracking and follow-up.
✔ Fewer wasted consultations
✔ More high-value clients
✔ Better brand experience
✔ Lower admin load
✔ Higher booking conversion