Multichannel Support Inbox
Bring WhatsApp, Instagram, and web chat into one shared inbox. Route conversations to team members with clarity so nothing gets missed and every handoff stays accountable.
AI Agent for Financial advisors
Qualify more prospects and book discovery meetings
Respond to WhatsApp, Instagram, and website chat inquiries around the clock. Answer service questions, collect goals and timeline basics, and book discovery meetings while prospects are still comparing advisors.
Start with a free trial, no credit card required.
Advisor Intake
AI online
Hi, I'm looking for a financial advisor to help with retirement planning. Do you take new clients?
10:14
Yes, we do. Are you hoping to focus on retirement, investments, or a broader financial plan? I can share how our process works.
10:14
Voice note
0:16
Mostly retirement. I'm about 10 years out and want to know if I'm on track.
10:15
Got it. Roughly what's your timeline to get started, and would you like a 30-minute discovery meeting this week?
10:15
account-summary.pdf
Here's a summary of my current accounts for context.
10:16
Thanks, I'll attach this for the advisor. Would Thursday morning or Friday afternoon work for your discovery meeting?
10:16
Type a message…
Deliver Support That Sets You Apart and Wins Customer Loyalty
Give your team a single place to work, and give customers fast answers that feel human and consistent.
Multimodal AI Agent
Customers send screenshots, voice notes, and documents. Your AI understands the full context and responds instantly so your team can focus on the edge cases that matter.
Multilingual AI Agent
Support customers in their preferred language with consistent tone and accurate answers. Expand globally without expanding headcount.
Why Financial advisors choose CXWizard
Automate lead qualification and support across WhatsApp, Instagram, and website chat so your team can focus on high-value conversations.
Handle high volume inquiries
New leads ask whether you work with young professionals, business owners, or retirees, what AUM minimums look like, and how the first meeting works. CXWizard answers from your practice guide on WhatsApp, Instagram Messenger, and website chat so advisors focus on planning conversations, not repetitive intake DMs.
Reduce response time
Prospects message several advisors when life events push them to act. Instant replies that clarify fit, collect goals and timeline, and offer meeting times keep serious clients in your pipeline before they book elsewhere.
Increase your revenue
Webinar, referral, and social leads convert when every inquiry gets a warm, clear first response. CXWizard explains your process, gathers financial goals and situation basics, and schedules discovery meetings while interest is still high.
Multichannel inbox
One inbox for WhatsApp, Instagram, and web chat
Stop jumping between apps. Every conversation lands in one shared inbox with full history, tags, and clear handoffs for your team.
- See WhatsApp, Instagram Messenger, and website chat in a single inbox
- Tag leads, assign team members, escalate chats and responds to customers
- Let AI handle routine replies while your team steps in when it matters
app.cxwizard.app/dashboard/inbox
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AI Online
What’s in this? I have a nut allergy
Just now
That’s our Thai Basil Chicken Bowl. It’s completely nut-free. Place your order at: https://myrestaurant.com
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Type your message…
More like a Human than a Robot
Traditional chatbots need complex flow-builders and can't actually understand your customers. CXWizard uses advanced AI agent technology that thinks, understands, and responds naturally.
Traditional Chatbots
CXWizard AI Agent
Understands context and intent
Processes images customers send
Understands voice notes
Understands documents & PDFs
Remembers conversation history
Responds in any language
Knows when to escalate to human
No complex flow setup required
Traditional chatbots rely on keyword matching and pre-built automation flows. CXWizard uses AI that actually understands your business and each customer's unique needs.
Free estimator
Estimate your monthly cost
Compare your current labor cost with a CXWizard plan built for your message volume.
Your team today
People who spend time answering customer messages today.
Salary plus benefits and overhead, in USD.
About how many messages customers send you each month.
Estimate assumes AI handles about 80% of conversations.
Recommended plan
Starter
CXWizard subscription
$100/mo
Starter covers up to 10,000 AI responses per month.
Estimated savings
$4,700/mo
About 78% less than your current $6,000/mo labor cost. With CXWizard, your estimated total is $1,300/mo.
Estimates are illustrative and exclude taxes and Meta messaging fees. Actual billing depends on your plan and usage. 14-day free trial included.
Integrations
Connect WhatsApp
Connect Instagram Messenger
Integrate our chat widget on your website
Integrate Shopify for orders
Integrate Calendly for appoinment management
Integrate Google Calendar for appoinment management
Automatically export leads to Google Sheets
Connect custom API tools your agent can call during conversations
Integrate with your favorite tools, your API, CRM, or an external service
FAQs for financial advisors
How financial advisors use CXWizard for prospect intake and meeting booking on WhatsApp, Instagram, and website chat.
How can WhatsApp automation help Financial advisors?
Prospects ask about planning services, fee structures, who you typically work with, and how to get started. CXWizard answers from your practice materials, collects goals and timeline basics, and schedules discovery meetings so advisors talk to qualified prospects, not every casual DM.
How is CXWizard different from other WhatsApp chatbot tools for Financial advisors?
Advisory conversations often include statements, voice notes about life events, and multi-week follow-ups. CXWizard keeps that context in one thread and escalates when a prospect needs personalized planning advice from a licensed advisor.
How much does AI automation for Financial advisors cost?
Plans start at $40/month with a 14-day free trial. Booking one additional advisory client from faster WhatsApp follow-up typically covers the subscription many times over.
What happens when a Financial advisors customer asks something the AI can't handle?
Investment recommendations, product suitability questions, or advice that requires a licensed advisor escalate to your team with goals, timeline, and chat history already summarized.
Will the AI agent sound robotic to my Financial advisors customers?
No. Train the agent on your services, compliance-friendly language, and practice tone so prospects feel they are messaging your office, not a generic finance bot.