Use case · Financial services
Assistants for advisor networks that stay inside the rules you set.
The problem
What gets in the way today.
Advisors lose hours to routine client questions and document chasing.
Every reply must stay inside what the firm may say.
Use cases
What your agents do.
Client questions
Routine questions answered from the firm's own systems, with rules that keep agents away from advice they may not give.
WhatsAppIn-app
Onboarding follow-up
Agents tell clients what is still missing and record what they provide through your adapter.
WhatsAppIn-app