MFD Client
WhatsAppleadgen+riskassessmentautomation
AIAutomationWhatsAppFinTech
Key metric
20+ hrs saved per lead
Fully automated
The challenge
MFD advisors were drowning in lead management. Every new lead meant hours of back-and-forth, manual risk assessment, fund research, and endless follow-up scheduling. It was completely unsustainable.
The outcome
The entire pre-meeting workflow is now automated. WhatsApp handles lead capture, AI does risk assessment and fund suggestions, the dashboard gives a clean view of everything, and calls get scheduled without anyone lifting a finger.
Image coming soon
Image coming soon
Image coming soon
Project highlights
Whatactuallyhappened.
- End-to-end WhatsApp lead capture and qualification
- Automated risk assessment for every new lead
- AI suggests mutual funds based on individual risk profile
- Clean dashboard with full lead visibility for the advisor
- Automatic call scheduling built in
- Saves 20+ hours per lead across the workflow
More work
OtherthingsI'vebuilt.
