AI agent for financial advisers
Book the meeting on WhatsApp. Keep the advice for the meeting.
An AI agent answers your WhatsApp as you, books the meeting and passes the chat to you. It never recommends a product, quotes what cover costs or gives financial advice.
30 minutes. You choose the day and the time.
- Writes as you, in the first person
- No advice, no products, no prices
- Quiet from 11pm, unless you change it
Hi, got your number from Mei. My mum is 62, can she still get a hospital plan? Roughly how much?
Darren Tan, 9:46pmHi Darren, thanks for reaching out! That depends on a few things about your mum that I'd rather go through properly. Could we meet for 30 minutes, Thursday 7pm or Saturday 10am?
The agent, as you, 9:46pmNo price, no product: kept for the meetingSat 10am ok. darren.tan@example.com
Darren Tan, 9:49pmGreat, Saturday 10am it is. The invite is on its way to your email.
The agent, as you, 9:49pmBooked: Sat 10am. Referred by Mei, noted on the card
During your client meetings
Book the meeting before the referral goes cold.
A friend passes on your number, and the referral messages to ask how you work and when you can meet. By the time you're free, the moment has passed. The agent answers as you, in your words, and puts a meeting in your calendar. The advice waits for the meeting.
01As you
Reply to new enquiries while you're with a client.
It writes in the first person, as you, in the tone it picks up from your past chats. At first it only answers people you've messaged, like leads from your ads. Turn on Answer people who message first, and new referrals get an answer too.
- Short messages, a few bubbles at a time
- Reads the photos and PDFs they send
- Voice notes turned into text
02The rules
Its house rules keep the advice for you.
A new agent starts on house rules written for financial advice. It never gives financial, investment, insurance or tax advice. It never names or recommends a product, a fund or a provider. It never quotes a price, a return or a guarantee, and never promises an outcome. Only an admin can change those rules.
- Never asks for an NRIC, bank details or documents
- A complaint or a mention of a regulator goes to you
- Anything your notes don't answer goes to you
03Book
Book the meeting, then hand the chat to you.
When they're ready, it offers the free times on your booking page and books one. The invite goes on your Google Calendar. Anything it shouldn't answer, it hands to you with what they asked and why.
- The hand-over reaches your WhatsApp or a Lark group
- Type a reply yourself, and it steps back
- Up to four booking pages, like a first meeting and a review
And the rest
What it does for an adviser, and what it won't
Goes well with
Let referrals get a reply and a meeting.
Start with the five questions prospects ask before a first meeting.
30 minutes. You choose the day and the time.
Before you link your number
Questions advisers ask first
That's why it starts on house rules written for financial advice. It never advises, never names a product and never quotes a price. It answers what your notes say, books the meeting and hands the rest to you.
It writes as you, in your words. If someone asks outright whether they're talking to a person, it won't lie. It hands the chat to you and says you'll come back to them.
Yes, through a workflow. Start one from a date on the client's card, like a renewal, and it sends your words ahead of that date.
Nobody can promise it won't, and WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk". So it sends carefully. A new number starts no chats on day one, three on day two and ten a day until day six. After that, first messages to new leads go about an hour apart.
There's no public price for the AI agent yet, so you'll get a price for your team on the walkthrough, before you link a number.