AI Account Manager
Scale White-Glove Service to every customer. 24/7.
How much would your revenue increase, if every customer got the same level of service as your top 10% do? Now you can!
Our AI Account Manager proactively manages customer relationships. Personalized outreach, timely follow-ups, and milestone tracking that feels human, at infinite scale. It learns customers preferences, suggests expansion opportunities and reaches out in the correct channels, at the right time.
The Math is Simple:
You Can't Afford Humans for Every Client.
You are forced to ignore 80% of your accounts, leaving money on the table. Our AI Account Manager breaks this constraint, making every account profitable to serve.
Uncaptured Wallet Share
Silence is your most expensive operational cost.
Of clients have a "Backup" Advisor
You are one bad service experience away from being replaced.
Personalized is the new standard
Clients expect instant answers.
Unprofitable for Humans
The fees generated don't cover the cost of manual service.
It's Not a Chatbot. It's a Context-Aware Journey Engine.
Most bots wait for questions. Ours anticipates needs.
Instead of generic blasts, each stage gets intelligent triggers based on live CRM data. The AI detects if a client is stuck in "Activation" or ready for "Expansion," executing the precise sequence needed to capture value.
Data Sources
+ your sourcesLive Customer Data
Channels
One intelligence powers every touchpoint
FTD Booster
New clients feel lost. The AI acts as a personal concierge, guiding them document-by-document until the account is fully funded.
Signup Complete, KYC Pending
WhatsAppEmailTelegramLTV Maximizer
Keeps your brand top-of-mind with hyper-relevant content, ensuring you are the first place they look when investing more capital.
Active Account, Funded
EmailWhatsAppChurn Radar
When a client goes silent, the AI reaches out with a low-pressure, service-first approach: "Is everything okay with your account?"
14+ Days Inactive
WhatsAppEmailShare of Wallet Hunter
Systematically identifies gaps in a client's portfolio and cross-sells the exact product needed to fill them.
High Engagement Score
EmailWhatsAppInstagram
From "I Have a Problem" to "I’m Staying."
A support ticket is a moment of truth. Most bots fumble it. Ours instantly recognizes the client's value, sentiment history, and journey stage. It doesn't just solve the ticket; it saves the relationship.
- •Knowledge Base Sync
Ingests your PDFs and policies to give compliant, accurate answers.
- •Deep integration
Connects to your knowledge base, opens tickets in Zendesk or your existing system, syncs with your CRM
- •Escalate to a Human
If the AI gets stuck, or it can't solve the issue, it drafts a summary for the human, cutting handle time by half.
The "Always-On" personalized advisor.
Your human team can’t wake up every dormant lead. The AI scans for market events, cash drag, or incomplete setups, and initiates the conversation to capture it.
- •Advisor approvals
Sensitive messages, like investment proposals can be immediately sent or drafted and queued for advisor approval before sending.
- •Omnichannel Intelligence
Seamlessly tests and learns the best channel to reach each client, based on engagement history and preferences.
- •Conversations Dashboard
See every chat in real-time. Jump into any conversation, monitor sentiment, and access a full audit trail for peace of mind.
AI Account Manager
Drafted 2 minutes ago
Deposited $85,000 • Goal: Capital Preservation
Sarah K.
WhatsAppHi Sarah! 👋 I noticed the deposit came through. Given your focus on capital preservation, I've put together a short-duration bond ladder that could work well for this amount. Would you have 10 minutes this week to walk through it?
Draft • Not sent
Technology-Agnostic. We Plug Into Your Stack.
We have integrations and can do custom integrations to work with your existing systems.
Message Brokers
Direct Channels
CRM Sync
Data Sources
