Catalog
Finance
AI Financial Advisor Agent
Qualifies every investor before a competitor closes them.
Handles first contacts, collects risk profile, assets and goals, books consultations in the calendar and hands the human advisor only on-target leads.
+55%
Qualified leads
+38%
Consultations booked
10 h/sett
Advisor time saved
What a call sounds like
Customer
I'd like a quote for a medium-risk investment.AI Financial Advisor Agent
Certainly. To prepare the consultation I need your time horizon and an estimate of the initial investment. Do you already have a managed portfolio?Customer
Yes, around €50,000 with a 5-year horizon.AI Financial Advisor Agent
Thank you. I can offer you an appointment with the advisor on Thursday at 3pm, does that suit you?What it does
- Initial risk-profile assessment
- Lead qualification: assets, goals, timing
- Consultation booking in the calendar
- Automatic follow-ups on unconverted contacts
Typical integrations
Financial CRMAdvisor calendarEmail / SMSBack-office platform