Wealth Advisory Intake Chatbot
Qualify and onboard advisory prospects. Vatoo captures goals and assets, screens suitability, and books a discovery call, all within compliance-approved content.
Step 01 · Trigger
advisory enquiry
Step 02 · Knowledge base
answer from approved content only
Step 03 · Form
goals, horizon, asset band, risk comfort
Step 04 · Condition
suitability branch
Step 05 · Webhook
book a discovery call and create a CRM record
From the problem
to the fix
Advisory firms get many low-fit enquiries and need an efficient, compliant way to screen prospects before allocating advisor time.
A wealth persona answers only from compliance-approved content, the Flow Engine captures goals, time horizon and asset bands, screens suitability with branches, and books a discovery call via webhook.
Per-bot isolation and BYOK support data sovereignty.
5 steps,
with clear handoffs
01 · Trigger
advisory enquiry
02 · Knowledge base
answer from approved content only
03 · Form
goals, horizon, asset band, risk comfort
04 · Condition
suitability branch
05 · Webhook
book a discovery call and create a CRM record
What changes
in your workflow
Prospect screening
Automated suitability
With configured workflowsAdvisor time
Qualified only
With configured workflowsCompliance
Approved content only
With configured workflowsData sovereignty
BYOK and isolation
With configured workflowsBuilt on Vatoo's engines
Use the AI Agents for answers from approved sources, Smart Forms for required details, and the Flow Engine for branches and handoffs. Connected actions depend on the APIs, permissions, and plan you configure. Test incomplete requests and failed actions before launch.
This is a public-facing deployment that engages prospects and customers directly on your website or app.
Workflow overviewRead more
Wealth & Investment Advisory Intake Chatbot is a no-code, white-label conversational agent built on Vatoo's persona, flow, and smart-form engines. Advisory firms get many low-fit enquiries and need an efficient, compliant way to screen prospects before allocating advisor time. With Vatoo, a wealth persona answers only from compliance-approved content, the Flow Engine captures goals, time horizon and asset bands, screens suitability with branches, and books a discovery call via webhook. Per-bot isolation and BYOK support data sovereignty.
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