Financial Services
AI Sales Agent for Financial Advisors & Firms
Trust and timing decide who wins the client. Agenis engages prospects across phone, email, and SMS with disclosures built in, qualifies investable assets and goals, and books discovery meetings — with every touch archived for compliance review.
Why financial services teams lose deals today
What Agenis runs for you
Referral follow-up
Warm referrals get a same-day call and email, qualified on goals and asset range before any advisor time is spent.
Webinar and seminar nurture
Attendees and no-shows receive tailored follow-up that reinforces your value and books one-on-one consultations.
Compliant re-engagement
Dormant prospects get disclosure-compliant sequences, with opt-outs honored and every message retained for audit.
Discovery meeting booking
Only prospects who match your minimums and planning needs are booked, so advisors meet ready-to-move clients.
Every channel, one AI agent
Voice calls, email, SMS, and WhatsApp coordinated in one sequence — with consent tracking, quiet hours, and instant opt-out built in.
Frequently asked questions
How does Agenis handle compliance disclosures?
You configure required disclosures and disclaimers into every channel, opt-outs are enforced automatically, and all calls, texts, and emails are logged and retained so you can produce records for review.
Can it screen for investable assets before booking?
Yes. Define your qualifying questions — asset range, goals, timeline, decision role — and only prospects who meet your thresholds reach an advisor's calendar.
Does the AI give financial advice?
No. It handles outreach, qualification, and scheduling only — it stays inside scripts you approve and hands substantive planning conversations to a licensed advisor.
Put an AI sales team to work for your financial services business
No credit card required to start.
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