Jade is an AI secretary for financial advisors. She qualifies prospects, handles client queries, and books appointments — while you focus on what matters.
AI Assistant · Financial Advisory Firms
From first message to booked appointment — Jade handles the full prospect journey so you never miss a lead.
Jade identifies life stage triggers, handles objections professionally, and guides warm leads toward booking a meeting with you.
Existing clients get a warm, attentive response for policy queries, claims, and life updates — flagged to you when action is needed.
Calendly integration means Jade can offer and confirm meeting slots in real time, without you lifting a finger.
Jade lives on your WhatsApp Business number — prospects chat naturally, no apps to download, no forms to fill.
View all leads, update statuses, set follow-up dates and export to CSV — everything in one clean dashboard.
Ask Jade to brief your pipeline, draft WhatsApp messages, flag overdue leads — like having a smart operations assistant.
They reach out naturally — no friction, no forms. Jade picks up instantly, 24/7.
She identifies their life stage, handles objections, and builds genuine rapport — just like you would.
Every conversation is saved to your dashboard. Hot leads get a Calendly link automatically.
No cold calls, no chasing. Just qualified prospects who are ready to talk.
Your +65 number receives it instantly
Secure webhook, sub-second response
Context-aware, compliance-safe, human-sounding
Name, intent, score — all extracted automatically
You get a warm, qualified appointment