Qualify without compromising compliance. Instant response, always.
In financial services, trust is built in the first few minutes. The agent responds instantly, qualifies according to your criteria, and schedules meetings with advisors — without compromising compliance.
Sound familiar?
"Campaign leads come in at night and nobody attends to them until the next day"
"We need to qualify quickly without sharing information that could compromise compliance"
"Advisors waste time with leads who don't have the profile to invest"
"The no-show rate for advisor meetings is extremely high"
How your agent solves it
Respond instantly, within guardrails
The agent responds in seconds but only says what you've approved. It never improvises outside the approved script. In financial services, one wrong message can compromise compliance — that's why the agent operates with strict guardrails that define exactly what it can and cannot say.
Qualify by investment profile
Asks progressively and naturally about income, savings capacity, investment horizon, and goals. The tone is professional and consultative — not a form, but a conversation that builds trust. Only leads who meet the profile defined by your team reach an advisor.
Book meetings with the right advisor
Based on the lead's profile (investment amount, product type, location), the agent schedules with the most suitable advisor. Assignment follows rules you define. The advisor receives the appointment with the full qualification context — they arrive at the meeting prepared.
Professional follow-up with interested leads
Leads who said 'I need to think about it' receive automatic follow-up in a professional, non-intrusive tone. In investments, the decision cycle is longer — systematic follow-up keeps the relationship active without burning out your advisor team.
Everything logged in the CRM
Every conversation, qualification, appointment, and outcome is documented with full traceability. This is essential for compliance and auditing, but also for understanding which lead profiles convert best and optimizing campaigns accordingly.
What changes with the agent
Response time
Campaigns directed to the agent
Meetings with unqualified leads
Of campaigns now point to the agent
An investment firm started by splitting campaigns: half to the agent, half to advisors. Within a month, all campaigns pointed to the agent based on the results.
Inteligencia Comercial
See a real example of what you'd receive
Sample Commercial Intelligence analysis for this industry.
View report exampleFrequently asked questions
How does the agent ensure it doesn't say something that compromises compliance? +
The agent operates within strict guardrails that you define. It only says what you've explicitly approved. If a question falls outside the script or requires personalized advice, it immediately escalates to a human advisor. It never improvises.
Is there a record of all conversations? +
Yes. Every conversation, qualification, and appointment is documented in the CRM with full traceability. This is useful both for compliance and for understanding which lead profiles convert best.
Can it qualify by investment profile without being intrusive? +
The agent asks progressive, natural questions about investment horizon, savings capacity, and goals. The tone is professional and consultative — not a form, but a conversation that builds trust.
How does it assign meetings to the right advisor? +
Based on the lead's profile (amount, investment type, location), the agent books with the most suitable advisor. The assignment is configured with rules you define, directly into each advisor's calendar.
We also implement for
Want to see how it would work for your business?
We'll show you exactly how the agent would respond to your leads.
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