Cut pre-qualification times, eliminate repetitive requests and hand advisors only leads that are ready to be followed up.
Automate data collection, pre-qualify prospects and improve conversions and compliance.
AISA handles financing or account-opening requests, collects preliminary data, explains products and regulations, and automatically forwards qualified leads to the right advisor.
Potential clients ask for information about accounts, mortgages and investments at all hours. Agents are overwhelmed by repetitive questions, and collecting preliminary data takes several manual steps, stretching out the conversion pipeline.
The AI assistant answers on your website, mobile app, WhatsApp or chatbots embedded in client areas. It verifies data, explains products and regulations, collects the required documents and assigns the qualified lead to the right advisor, respecting policies and tracking every interaction.
Dynamic forms with compliance rules, attachments and digital signature where needed.
Automatically routes to the best-fit advisor, with priority and notes already filled in.
Immediate, consistent answers on products, rates, documentation and next steps, 24/7.
Financial organizations that adopt AISA eliminate waiting and turn digital contacts into high-value appointments for advisors.
Start free: connect your sources and index up to 100 indexable contents (some can be products), with 100 conversations per month.
By entering the domain, you authorize AISA to analyze publicly accessible content of the indicated site to generate an initial assistant configuration. Do not enter URLs containing restricted areas or data not intended for publication.
No credit card · Live on the web in 10 minutes · WhatsApp as an add-on