AI Automation · FinTech · AI Agent
WhatsApp AI for Mutual Fund Distributors
Independent MFDs and wealth management firms — pre-sales and client onboarding automation.
The Problem
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MFDs were spending 20+ hours per week on pre-sales — manually messaging prospects, gathering KYC details, and scheduling calls.
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No standardised process for collecting risk appetite, investment goals, or financial context before a first meeting.
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Meetings were inefficient — advisors arrived without context, leading to longer calls and lower conversion.
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Follow-ups, check-ins, and broadcasts were all done manually with no system behind them.
What We Built
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A WhatsApp-native AI that handles the full pre-sales conversation — gathering financial details, risk profile, and investment goals naturally.
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AI-generated risk analysis and personalised mutual fund recommendations delivered before the first meeting.
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Live meeting assistant that understands client requirements in real time and generates a structured advisor summary.
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Automated follow-up sequences, portfolio check-ins, and bulk broadcast — all managed from a simple MFD dashboard.
The Results
20 hrs → 0
Weekly pre-sales manual work eliminated per advisor
15 min
Time to gather full client profile and book a meeting
100%
Meetings arrive with AI-prepared brief and fund suggestions
Fully automated
Follow-ups, check-ins, broadcasts — zero manual work
Stack & Services