Your advisors are too expensive for routine calls
AI assistants that handle client service, qualify leads, and manage onboarding—so your advisors focus on relationships and closing. Not "where's my statement?" calls.
40%
Advisor Time Saved
on routine tasks
24/7
Client Coverage
no more voicemail
10x
Lead Capacity
with same team
70%
Cost Reduction
in client service
Your advisors are drowning in low-value work
The average advisor spends 40% of their time on tasks that don't require their expertise. Meanwhile, clients wait, leads go cold, and growth stalls.
Where advisor time goes
60% of advisor time is spent on tasks AI can handle.
The Context Machine: Your firm's brain
Generic AI doesn't know your firm. Our Context Machine connects to your CRM, custodian data, compliance docs, and internal processes—creating a unified intelligence layer that powers every AI employee.
AI Employees for Every Role
Client service rep, lead qualifier, onboarding specialist, research analyst—deploy AI employees across your entire operation.
Slash Training Costs
New AI employees are productive in days, not months. No turnover. No sick days. No ramp-up period.
Make Advisors 10x Faster
When AI handles the grunt work, your advisors focus on what they do best: building relationships and closing business.
Scale Without Headcount
Handle 10x the volume with the same team. AI employees don't need offices, benefits, or management.
Context Machine
Unified intelligence layer
$180K+
saved per AI employee/year
2 weeks
to deploy, not months
JP Morgan Success Story
See how one of the world's leading financial institutions transformed their operations with our AI solutions—achieving dramatic cost reductions while increasing sales performance.
View JP Morgan Case Study34%
Sales Increase
in 10 months
70%
Cost Reduction
in operations
80→5
Team Size
optimized
AI That Works Like Your Best Employee
Deploy AI assistants across your practice. Each one trained on your processes, your products, and your client base.
Test one of our sales agents
Experience the AI transforming wealth management
AI Client Service
Never Miss a Client Call Again
Your advisors are expensive. They should be building relationships, not answering "where's my statement?" calls. AI handles routine inquiries so advisors focus on what matters.
AI Phone Agents
Handle account balance inquiries, statement requests, meeting scheduling, and basic questions. Clients get instant answers, advisors stay focused.
After-Hours Support
Clients calling at 9pm get a real conversation, not voicemail. AI handles urgent requests and schedules callbacks for complex issues.
Omnichannel Service
Email, SMS, web chat, WhatsApp—clients get consistent service on every channel. One AI brain handling all communication.
Multilingual Support
Serve diverse client bases without hiring multilingual staff. AI speaks 100+ languages fluently.
AI Lead Qualification
Fill Your Pipeline Without Lifting a Finger
Your advisors waste hours on unqualified leads. AI pre-qualifies prospects, gathers key information, and only passes through serious opportunities worth your time.
Automated Outreach
AI calls leads from your CRM, qualifies them based on assets, goals, and timeline. Warm handoff to advisors for qualified prospects only.
Qualification Scoring
AI scores leads based on your criteria—investable assets, retirement timeline, risk tolerance. Focus on high-value opportunities.
Meeting Scheduling
Qualified leads get scheduled directly on advisor calendars. No back-and-forth, no missed opportunities.
CRM Integration
Call notes, qualification data, and recordings automatically sync to your CRM. Complete audit trail.
AI Onboarding
From Prospect to Client in Days, Not Weeks
Onboarding kills momentum. AI guides new clients through paperwork, collects documents, and ensures nothing falls through the cracks.
Document Collection
AI requests, receives, and validates documents via email, text, or chat. Follows up automatically on missing items.
KYC Automation
Verify identity, check compliance requirements, and flag issues before they become problems.
Form Assistance
AI walks clients through complex forms conversationally. Collects information and pre-fills paperwork.
Progress Tracking
Advisors see real-time onboarding status. AI handles follow-ups so nothing stalls.
AI Advisor Tools
Your Advisors, Supercharged
Give every advisor a team of AI assistants. Meeting prep, follow-ups, research, and admin work—handled automatically.
Meeting Prep
AI prepares client briefs before every meeting—recent activity, life events, portfolio summary, talking points.
Follow-Up Automation
Post-meeting emails drafted automatically. Action items tracked. Nothing falls through the cracks.
Market Intelligence
AI monitors news relevant to client portfolios. Alerts advisors to opportunities for proactive outreach.
CRM Updates
Call transcripts automatically update client records. Notes, action items, and next steps captured.
The math is simple
Replace expensive headcount with AI that never sleeps
Human Employee
Traditional hire
Total annual cost
$130K+
Works 40 hrs/week
2,000 hrs/year
AI Employee
Powered by Context Machine
Total annual cost
$24K
Works 24/7/365
8,760 hrs/year
4x
more hours worked
$106K
saved per role/year
0
sick days or turnover
Common Questions
Ready to scale your practice?
See how AI can transform your client service, lead generation, and operations. 30-minute demo, no commitment.
See real results from firms like yours