Vertical solution
Financial Services
Accelerate customer acquisition and onboarding while keeping compliance airtight. Our agents work inside your security perimeter and your CRM.
Higher outbound response ratesLower cost-to-serveFaster, compliant onboarding
The agents
Pre-scoped and production-ready. Each agent lists exactly what's in scope and what's deliberately out of scope.
Investment Advisor Assistant
LowAnswers product inquiries and schedules advisor meetings.
In scope
- Share holdings from your CRM
- Calendar integration (Calendly, Outlook, Gmail)
Out of scope
- Performance analytics
- Human handoff
- Non-supported schedulers
Financial Services SDR Agent
HighQualifies prospects via email and a curated knowledge base.
In scope
- Email composition
- Lead qualification
- Appointment setup
- CRM updates
Out of scope
- Live agent handover
- Out-of-knowledge-base queries
Support Agent
HighHandles verification, account questions and simple service requests.
In scope
- User authentication
- Balance & transaction retrieval
- Advisor appointments
Out of scope
- External system integration
- Computations
- Changes needing extra verification
Next available: this week
Deploy Financial Services agents in weeks.
Book a discovery call and we'll scope your first agent and the metric it will move.