Your AI assistant answers investment questions, explains your services, and books discovery calls while you serve existing clients.
These problems cost you customers every day.
High-net-worth individuals won't fill generic forms. They want immediate answers about your approach.
When a prospect visits at 9 PM considering a portfolio review, they expect engagement.
Explaining fee structures and minimums to every inquiry takes time from client relationships.
Generic chatbots risk making claims you can't control. You need AI that stays within boundaries.
Hej learns your firm's philosophy and services to engage prospects professionally while maintaining compliance.
Articulate your investment approach and client focus areas clearly.
Qualify prospects and schedule discovery calls directly.
Highlight your CFP, CFA, and fiduciary commitment.
Trained to avoid specific recommendations or performance promises.
Tactfully communicate minimums and identify good-fit prospects.
Point visitors to your blog posts and educational content.
This is what your customers will experience.
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