Maya conducts discovery conversations with prospects, qualifies them with structured scoring, matches products from your actual catalog, collects documents, and delivers a complete fact-find — before the advisor commits a single hour.
29% of wealth managers are losing high-net-worth prospects in the first 90 days. The discovery call eats the advisor's time, the onboarding drags across weeks of email and PDF forms, and unqualified prospects consume hours before anyone realizes they are not a fit.
The initial consultation takes 30–60 minutes of the advisor's time per prospect. Financial goals, current situation, risk tolerance, existing holdings, insurance coverage — all collected in a phone call or Zoom that the advisor conducts personally. Ten prospects per week means 5–10 hours of discovery before a single recommendation is made.
29% of wealth management firms take three months or more to onboard a new client. The first 30 days — the period that determines whether all that expertise gets applied — is held together with email threads and PDF forms. Documents are requested one at a time, chased individually, and tracked in a spreadsheet.
The advisor decides whether a prospect is a good fit based on gut feeling during a phone call. No scoring. No structured criteria. No documented reasoning. Unqualified prospects consume hours of advisor time before the practice realizes the fit is wrong — wrong asset level, wrong product need, wrong timeline.
The advisor knows the product catalog from experience. But matching a prospect's specific situation to the right product combination requires reviewing multiple options across the firm's range. New advisors struggle with product knowledge. Senior advisors carry the knowledge in their heads — it leaves when they do.
A prospect visits the advisor's website or opens a shared link. Maya handles the entire discovery process and delivers a qualified, documented fact-find with product recommendations before the advisor's first meeting.
Maya does not give generic financial guidance. She searches your firm's actual product catalog, fee schedules, compliance scripts, and onboarding requirements — and uses them in a face-to-face conversation with the prospect.
Your firm's product catalog, fee schedules, regulatory compliance scripts, minimum investment thresholds, risk profiles, client onboarding checklist, and engagement letter templates are loaded into the knowledge base. A prospect opens a link on their phone. Maya appears face-to-face and asks about their financial goals. The prospect says they want to plan for retirement in 15 years with a moderate risk tolerance. Maya asks follow-up questions about current income, existing investments, and insurance coverage. Then Maya searches the firm's product catalog and presents two fund options and one insurance product that match the prospect's profile. The prospect asks about fees — Maya answers from the firm's actual fee schedule. Maya scores the prospect as Hot, collects identity documents, generates the engagement letter, and sends for e-signature. The advisor opens the file and sees a complete fact-find with product recommendations, qualification score, and signed engagement letter — ready for the first substantive meeting.
Each scenario shows a real situation, what Maya does, and the structured output the practice receives.
Every tool in this bundle is built, tested, and running in production. These are the capabilities Maya uses when you deploy the Financial Advisory bundle.
CRM tools store client data after you collect it. This bundle collects the data, qualifies the prospect, matches products, and delivers a complete fact-find before the advisor opens the file.
Each industry gets a pre-built agent with tools selected for that workflow. Pick the bundle for your industry and deploy.
Stop spending 30–60 minutes per discovery call. Let Maya qualify prospects, match products from your catalog, and deliver complete fact-finds before the first meeting.
The Financial Advisory Bundle Agent is a pre-built AI workflow for financial advisors, wealth managers, and advisory practices handling prospect qualification and client onboarding. Maya conducts discovery conversations adapted to the prospect's stated financial goals — retirement planning, wealth accumulation, estate planning, insurance needs, or education funding. The workflow collects current financial situation through conversation including income, existing investments, insurance coverage, liabilities, risk tolerance, and time horizon. Maya searches the advisor's product catalog loaded into the knowledge base — fund options, insurance products, fee schedules, minimum investment thresholds, and risk profiles — and recommends 2–3 suitable products matched to the prospect's specific situation. Prospects are scored Hot, Warm, or Cold with structured reasoning documented in the fact-find. The bundle collects identity documents, existing statements, and tax returns through the widget, tracks document completion, generates engagement letters from the firm's templates, and sends for electronic signature. For multi-advisor firms, each advisor's product expertise and client profile can be loaded separately in RAG with automatic routing to the correct specialist. The advisor certification testing workflow assesses new advisor product knowledge sourced from the firm's own catalog, scores 0–100 by product category, and identifies knowledge gaps. The bundle includes 13 tools covering prospect qualification, intake questions, intake summaries, knowledge base search, knowledge assessment, requirement extraction, document summarization, contract generation, document collection, compliance tracking, e-signature, web search, and social profile scanning. The optional two-way video avatar layer enables face-to-face discovery conversations. Available in 30 languages with pay-as-you-go pricing. Business and deployment partner licenses available.