Turn curious visitors into qualified prospects
Your AI assistant answers investment questions, explains your services, and books discovery calls while you serve existing clients.
Sound familiar?
These problems cost you customers every day.
Prospects leave before you can help
High-net-worth individuals won't fill generic forms. They want immediate answers about your approach.
After-hours inquiries go cold
When a prospect visits at 9 PM considering a portfolio review, they expect engagement.
Repetitive questions consume your day
Explaining fee structures and minimums to every inquiry takes time from client relationships.
Compliance concerns limit automation
Generic chatbots risk making claims you can't control. You need AI that stays within boundaries.
An AI assistant that understands wealth management
Hej learns your firm's philosophy and services to engage prospects professionally while maintaining compliance.
Service & philosophy explainer
Articulate your investment approach and client focus areas clearly.
Smart consultation booking
Qualify prospects and schedule discovery calls directly.
Credentials & trust building
Highlight your CFP, CFA, and fiduciary commitment.
Compliance-aware responses
Trained to avoid specific recommendations or performance promises.
Minimum investment screening
Tactfully communicate minimums and identify good-fit prospects.
Resource sharing
Point visitors to your blog posts and educational content.
See it in action
This is what your customers will experience.
AI Assistant
Ask me anything about financial services
Start converting visitors into clients
Join advisory firms using Hej to engage prospects professionally, 24 hours a day.
14-day free trial. Credit card required for verification.