Consumer services

AI sales agent for Investments & Brokerage — sells over chat 24/7

AI sales agent for brokerages — helps pick an investment vehicle and books a consultation with a financial advisor

  • ✓ One-time · no subscription fees
  • ✓ Pay-as-you-go AI usage
  • ✓ Ready in an hour
  • ✓ 14-day money-back guarantee

conversation → qualification → objection handling → deal · 24/7 in every channel

AI sales agent for Investments & Brokerage — AI sales agent for brokerages — helps pick an investment vehicle and books a consultation with a financial advisor

The SL-CLAW AI sales agent for the Investments & Brokerage industry is a ready-made software product that qualifies the investor by experience, time horizon, and risk profile. AI sales agent for brokerages — helps pick an investment vehicle and books a consultation with a financial advisor. The bot works where your customers already are: Telegram, WhatsApp, Instagram, and the website chat widget — text and voice in one agent. Unlike an "inquiry received, we'll call you back" auto-responder, it holds a full SPIN-methodology conversation: uncovers the customer's need, handles the objections typical for the industry, and drives to the closing action — consultation + matching. The product is a one-time purchase ($300, one plan), deploys in about an hour with a step-by-step guide, with no subscription fees and no usage time limit. After that you only pay for AI usage as you go.

What the bot does in this industry

AI sales agent for Investments & Brokerage: qualifies the investor by experience, time horizon, and risk profile, matches the vehicle type (tax-advantaged accounts, bonds, ETFs, managed portfolios) to the client's goals and handles objections around risk and complexity, closes on a free consultation. It doesn't just log inquiries — it runs the conversation, qualifies the buyer, handles objections, and drives the deal to close.

  • Qualifies the investor by experience, time horizon, and risk profile
  • Matches the vehicle type (tax-advantaged accounts, bonds, ETFs, managed portfolios) to the client's goals
  • Handles objections around risk and complexity, closes on a free consultation
Sales skills and industry expertise come built in. You upload your catalog, prices, and company details — and the bot gets to work right away.

Who is this for?

A new or experienced investor choosing a vehicle for their goals, horizon, and risk profile. Fears risk and complexity, books a consultation with an advisor.

Market at a glance

  • ~$150T — Global equity market capitalization (end of 2023) (World Federation of Exchanges (WFE), Statistics Report, 2023)
  • ~650M — Retail investors worldwide (World Economic Forum / Robinhood markets estimates, 2023)
  • +25% per year — Growth in retail investors on online brokerage platforms (2020–2023) (Statista, Online Brokerage Market, 2023)

Drives the deal to the money — and doesn't drop it

Not an "inquiry received" auto-responder. It walks the customer from the first question all the way to "consultation + matching" — and if they go quiet, it follows up on its own.

  • Follows up to close: handles the last objections and calmly walks the customer to payment
  • Comes back to cold leads — reminds without pressure until the customer buys or clearly declines
  • Remembers the customer and chat history — recognizes them by name, budget, and past interests instead of starting from scratch
  • Invoices, quotes, contracts, CRM or 1C integration — available as a separate implementation for your business

What else the AI sales agent can do

  • Works in Telegram, WhatsApp, Instagram, and the website chat widget — text and voice
  • Understands voice messages and replies with voice — speech recognition and synthesis
  • Detects the deal stage on its own and moves it forward — 7 stages to close
  • Uncovers customer needs with the SPIN technique — asks the right questions
  • Answers from your knowledge base — catalog, price list, PDFs, website
  • Hands hot leads and tasks to your sales rep, alerts on "hot" stages
  • Logs the lead in your CRM (HubSpot, Pipedrive), creates tasks, and books meetings
  • Understands English, Ukrainian, and Russian
  • Picks the right AI "power" for the conversation complexity — cheaper on simple ones

FAQ

What if it doesn't work out — can I get a refund?

Yes — a 14-day money-back guarantee from the payment date. Not a fit? Contact support and we'll process the refund within 24 hours. Details are in the Terms of Service.

Will a subscription fee creep in over time?

There is no subscription fee at all. The agent is a one-time purchase ($300, one plan with everything included). After that you only pay for AI usage via the token. If the bot isn't talking, nothing is charged.

What if I can't set it up myself?

Self-service with the step-by-step guide works for most people — it deploys in about an hour. If you'd rather not deal with it, there's a Custom build from $2200: we tailor it to your business, set up integrations (CRM, 1C), load the knowledge base, and train your team.

How to set up the bot for Investments & Brokerage so it actually sells

  • Set up risk-profile and time-horizon discovery — the agent recommends the right vehicle.
  • Define the consultation boundaries: no specific investment advice or return guarantees in chat — the agent stays in safe, compliant territory.
  • Add a block that eases the fear of risk and leads to the consultation — the lead doesn't go cold.

Which systems can the bot connect to?

  • Bitrix24, SalesDrive, 1C — and any other CRM
  • Telegram, Instagram, and other messengers

What does the AI sales agent for Investments & Brokerage do?

AI sales agent for brokerages — helps pick an investment vehicle and books a consultation with a financial advisor. It runs the conversation, qualifies the buyer, handles objections, and drives the deal to close 24/7.

How much does it cost and how fast can I launch it for Investments & Brokerage?

A ready-made template for Investments & Brokerage — a one-time purchase (Pro plan). It deploys in about an hour with the step-by-step guide. First it qualifies the investor by experience, time horizon, and risk profile, then you fine-tune. AI usage is pay-as-you-go.

Which channels does the bot for Investments & Brokerage work in?

Telegram, website chat widget, WhatsApp, Instagram — one bot in every text channel at once. Voice is a separate add-on.

Useful articles

Articles on sales automation in this industry — updated regularly.

All articles →

Under the hood

Anthropic OpenAI Google Gemini GitHub