Streamline your advisory practice with AI-powered efficiency
From lead generation to compliance reporting, sentAIent's chatbots empower RIAs to save time, retain clients, and deliver tailored experiences.
Time Management
AI-powered automation for scheduling, reminders, and reporting workflows.
Compliance Simplified
Automated reviews and real-time compliance monitoring tools.
Client Retention
Personalized communication that builds lasting relationships.
Smart Analytics
AI-driven insights and performance reporting customized per client.
Lead Generation
Engage website visitors, qualify prospects, and set appointmnets automatically.
Client Onboarding
Collect client data, share documents, and provide education.
Appointment Scheduling
Schedule portfolio reviews and follow-ups, set compliance meetings, and sync relevant activity with staff and advisors' calendars.
Interactive Education
Keep clients and staff engaged with complex investing principles, 401k participant education, and market updates tailed to each individual's aptitude.
Personalized Engagement
Handle client inquiries and triage urgent requests, ensuring no one feels neglected.
"sentAIent has revolutionized our practice. The AI-powered insights have helped us provide truly personalized service at scale."