More meetings, less admin.

Wakato helps financial advisors book client meetings, send a regular newsletter from their own domain, follow up with prospects and keep every conversation on the client's record, with an AI agent doing the admin. The agent schedules and follows up; it never gives financial advice.

What financial advisors run on Wakato

Meeting booking

Review and intro meetings on your calendar, with reminders. Calendar & Bookings.

Client newsletter

On your own domain, written with your agent and approved by you. Email & Campaigns.

Prospect follow-up

Every referral and inquiry followed up. Contacts & CRM.

Your website

A clear site that books intro calls. Websites & Pages.

The AI agents financial advisors start with

  • Your assistant: Keeps your calendar and reminders.
  • Client desk: Answers inquiries and books meetings.

Use cases

  • Book appointments · Booking pages that check your calendars and take payment, plus an AI agent that books people by phone, text, WhatsApp and chat, and sends reminders.
  • Follow up with every lead · Every lead from your site, ads, calls and DMs gets a personal follow-up by email or text until they book or buy, written by an AI agent.
  • Build a website · Describe your business and an AI agent builds your website, blog and forms, shows you a draft and publishes it on your domain when you say so.

Questions

Will the AI give financial advice?

No. It handles calls, intake, booking and follow-up and passes anything that needs your judgement to you; it never gives professional advice.

Other industries: Law firms · Accountants and bookkeepers · Insurance agents · Mortgage brokers · Therapists and counselors · Dental and medical clinics · Recruiters and staffing agencies · Architects and interior designers · Photographers and videographers · IT services and MSPs · Tutors and education services · Property managers · Consultants and freelancers · Salons and barbers · Home services · Restaurants and cafés · Real estate agents · Gyms and fitness coaches · Event organizers · Nonprofits and churches · Ecommerce brands.

Plans: Free $0, Pro $49/month, Business $99/month. Start free.