Common Challenges We Solve
Sound familiar? Here's how Akol helps.
The Problem
Client Accessibility
Clients expect immediate access to their advisor, but you can't be available 24/7.
Compliance Requirements
Every client interaction must be documented and compliant with regulations.
Lead Qualification
Spending time with prospects who don't meet minimum investment requirements.
Routine Inquiries
Basic questions about account balances and statements consume valuable time.
The Solution
24/7 Client Access
Clients can reach out any time and receive immediate, professional responses.
Compliant Recording
All calls are recorded and transcribed for compliance and audit purposes.
Smart Qualification
Screen prospects based on investment minimums and service criteria.
Efficient Triage
Route urgent matters to advisors while handling routine inquiries automatically.
Built for Financial Services
Industry-specific capabilities included in every plan
Common Use Cases
See how businesses like yours use Akol
Appointment Scheduling
Clients and prospects book meetings based on advisor availability.
Account Inquiries
Route account-specific questions to the right team member securely.
New Client Intake
Gather preliminary information from prospects before the first meeting.
Document Requests
Handle requests for statements, tax documents, and forms.
"My clients appreciate being able to reach us anytime. The AI handles scheduling and basic inquiries professionally, and every call is logged for compliance. It's transformed how we operate."
Frequently Asked Questions
Is it compliant with SEC/FINRA regulations?
Yes, we provide full call recording, transcription, and archiving for regulatory compliance.
Can it integrate with my CRM?
We integrate with Salesforce, Redtail, Wealthbox, and other financial services CRMs.
How does it handle sensitive information?
The AI never accesses account data directly. It routes authenticated clients to appropriate team members.
Can it screen for accredited investors?
Yes, configure qualification questions to screen prospects based on your criteria.