Transform Your Wealthtech Customer Service with WhatsApp

Capture every customer interaction, day or night.

Picture this: it's 10pm in Tacloban, and a potential client in Marasbaras is reaching out to discuss their investment portfolio through WhatsApp. They’ve got questions about robo-advisors and are eager to know how your wealthtech platform can help them navigate their financial journey. But, like many local services, you struggle to respond after hours. With aireceptionist, that changes. Our WhatsApp AI bot seamlessly captures inquiries, whether it’s a request for a statement or a quick query about SEC regulations. Plus, by integrating with tools like Calendly, you're able to offer an appointment when it suits them. And when a complex query arises, such as reviewing a PDAX transaction, our bot escalates the conversation to a human operator, ensuring your clients receive the nuanced support they need.