wealth management — WhatsApp Bot
Our WhatsApp AI Receptionist for wealth management firms engages clients, answers service questions, and routes opportunities to advisors. It pre-qualifies prospects with compliant intake prompts, captures goals, risk tolerance, and documentation needs, and schedules consultations. Designed for global English-speaking clients, it syncs structured conversation data to your CRM and flags sensitive requests for human follow-up.
Collects investment profile basics, intent, and suitability cues through guided chat, so advisors receive context-rich leads with consented contact details and next steps.
Offers time slots, confirms appointments, and sends WhatsApp reminders, reducing back-and-forth and ensuring warm handoffs to human advisors when conversations become complex or sensitive.
Stores structured transcripts, consent status, and data-collection notes for audit trails, with configurable retention policies and escalation paths that align with your supervisory and recordkeeping requirements.
How do we control what the AI says and avoid unsuitable advice?
You define approved intents, knowledge sources, and disallowed topics. The AI Receptionist uses scripted flows, disclaimers, and thresholds to escalate sensitive or advice-specific questions to a human. All interactions are logged, versioned, and easy to review and refine over time.
Can it integrate with our CRM and portfolio tools?
Yes. We provide APIs and secure webhooks to sync contacts, notes, and transcripts with your CRM, calendar, and ticketing. The AI Receptionist can trigger workflows, update lead stages, and pass qualified cases to advisors with routing rules.
How do you handle data privacy and consent across regions?
Consent prompts, data minimization, and configurable retention help align with regional expectations. The AI Receptionist supports opt-in/opt-out flows, redaction of sensitive fields, and admin controls to restrict access, export transcripts, and delete records according to your firm’s policies.