Investment rules, client FAQs, and product details—instantly accessible in plain language.
Banks and networks see faster advisor ramp-up and more consistent, compliant client conversations.
See the Financial PlaybookEquip advisors with an AI assistant that answers client questions 24/7 from approved content.
Simplify complex financial products into clear, compliant explanations.
Onboard new advisors faster with a personal AI training coach.
Reduce reliance on call centers by automating routine client inquiries.
Ensure brand consistency and compliance across hundreds of advisors.
Capture insights into client interests to improve product development.
“Our advisors explain products more clearly and confidently — compliance issues are down significantly.”
Head of Wealth Management
“New hires ramp up twice as fast with their AI coach by their side.”
Regional Advisory Director
“We can finally ensure a consistent client experience across every branch.”
Chief Compliance Officer
Most chatbots stop at answering questions. We help you understand your people.
Verified Engagement
✕ Generic Chatbots:
Anyone can use anonymously
✓ Agentsy.pro:
Users register → you know exactly who is engaging with your knowledge base
Insights That Matter
✕ Generic Chatbots:
Only sessions, chats, and message counts
✓ Agentsy.pro:
User-level insights → identify most engaged learners, engagement depth, adoption patterns
Branded Your Way
✕ Generic Chatbots:
Style a chatbot widget in the corner
✓ Agentsy.pro:
Customize the entire no-code website → a full-window, ChatGPT-style experience
Explore industry-specific use cases and see how our AI Coach can guide you through real-world scenarios.
Try It NowYes, admins control sources, and every response is logged with auditable records.
Yes, you can create separate assistants — one for client-facing FAQs and one internal for advisor training.
Yes, assistants can integrate into your portal or be deployed as branded microsites.