Elevate Your Wealthtech Service on WhatsApp

Capture every customer interaction, day or night, with ease.

Imagine a potential client in Ayer Keroh reaching out to your wealthtech platform late at night, seeking advice on their PRS options. With traditional methods, you’d miss this opportunity. However, with aireceptionist on WhatsApp, that message is captured instantly. Your bot can engage in conversation, swiftly providing answers on SC-approved investments and even exchanging files or photos for clarity. As a busy wealthtech advisor in Bukit Beruang, you face a unique challenge: balancing client inquiries with your day-to-day tasks. During peak tourist seasons, when inquiries surge, ensuring prompt responses becomes vital. Our WhatsApp AI bot seamlessly integrates with tools like Xero and Calendly, ensuring your scheduling remains organised while handling chats, booking appointments, and escalating to a human operator when complex queries arise.