For your business
The AI assistant for financial advisers.
Every request answered the same minute, the need understood, the first meeting booked, nothing promised that you did not write.
Anna V.
The first questions it asks for financial advisers.
- Question 1
“What prompted your request?”
- Question 2
“Is this for you or for your business?”
- Question 3
“When would you like to meet?”
What it handles for financial advisers.
Only what you wrote
It never promises returns or products you did not write down. When it does not know, it says so.
The first meeting
Need, situation, timing: three questions, then a slot in your calendar.
Follow-up
People who go quiet get a personal message at the time you set, never a push.
The assistant answers, asks the right questions, books and follows up.
It answers from what you taught it, in the customer's language.
- Your website, your PDFs and the answers you type in
- Voice notes understood, every language answered
- When it does not know, it says so and hands over to you
Inbox
Search chats...
Hana K.12:40
Do you ship to Austria?2
Luca M.12:12
Is there parking nearby?
Giulia S.Yesterday
Booked · Thu 17:30
Hana K. @hana.k
AIStop AI
Today
Hi, do you ship to Austria? And how long does it take?
Yes, we ship to Austria. Orders leave the same day and arrive in two to three working days. Shipping is free over €80.Assistant · from your knowledge page
Great, and can I return it?
Within 30 days, free. I can send the link when you are ready.Assistant
Try it on your phone, or talk to us.
20 minutes · with a person
Talk to someone from the team.
A short call with a real person. We look at your business together, answer your questions and write the first questions for your assistant with you, live.
- Your business type, your channels, your calendar
- Honest answers, including what it cannot do yet
- Leave with the assistant set up, or with nothing to pay