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Adviser
Independent Financial Adviser
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AI Agent Workforce

8 specialist agents that run the practice — so you can focus on advice

SIL
Shared Intelligence Layer
The routing brain of the workforce.
Receives all inbound signals, routes them to the correct agent, arbitrates data conflicts, manages escalations and ensures no instruction falls through the cracks.
01
Lead Intake Agent
First contact. Qualify. Book.
Handles all social media and referral leads. Qualifies prospects via WhatsApp, captures consent, and books appointments — without adviser intervention.
02
FAIS Compliance Agent
Every document. Every signature. On record.
Collects FICA and FAIS documentation, prepares meeting summaries, routes APPROVE/REJECT decisions to the adviser via WhatsApp, and maintains a clean audit trail.
03
Onboarding Agent
From signature to settled client.
Confirms first premiums, delivers the compliance pack, schedules onboarding touchpoints and triggers the T-7 referral ask at the right moment.
04
Social Media Agent
Five platforms. Seven days. Zero gaps.
Schedules and publishes content across Facebook, Instagram, LinkedIn, TikTok and X. Runs safety checks before posting and reports performance weekly.
05
Retention & Referrals Agent
Keep every client. Grow through them.
Manages the 6-month activation drive calendar, tracks the referral pipeline, monitors portfolio review compliance and coordinates the Master Communication Calendar.
06
Relationship Agent
Every birthday. Every milestone. Every check-in.
Handles daily relationship touchpoints — birthdays, bereavements, benefit reminders, portfolio review nudges and missed premium follow-ups. No client feels forgotten.
07
Claims Agent
Advocate every claim to conclusion.
Manages the full 10-stage claims lifecycle, monitors SLA deadlines, follows up with insurers, handles non-client family consent and sends a daily status report at 18:00.

CPD & Accreditations

Continuing professional development hours and qualifications

CPD hours, qualifications, licence details and renewal tracking will be configured here.

RE5, CFP, COB requirements and FSCA licence