Clawi for Financial Advisors

Automate Meeting Scheduling & Intake — So You Can Focus on Billable Work

Stop spending hours scheduling meetings and collecting initial wealth questionnaires. Your AI assistant qualifies leads, sends proposals, and books consultations on WhatsApp — so you spend your time on prospects who are ready to move forward.

Automate first response now

Set up in 3 minutes • Cancel anytime

Trusted by forward-thinking financial advisors worldwide
Private by Design
Cloud-Based
24/7 Availability

Why Financial Advisors Choose Clawi

Qualify Leads Before You Pick Up the Phone

Your AI asks the right questions upfront — budget, timeline, scope — and delivers a structured summary. You only spend time on prospects worth pursuing.

Deliver Proposals & Documents Instantly

When a prospect asks for a quote, case study, or proposal, your AI sends it immediately — no delays, no missed opportunities. Financial Advisors who respond first win the contract.

Book Consultations Without the Back-and-Forth

Stop playing phone tag. Your AI checks your availability and books consultations directly — pre-qualified and ready to go.

Set Up Your AI Assistant in 3 Minutes

No technical setup. No complex onboarding. Just connect and go.

1

Create Your Account

Sign up with your email. Your AI assistant is provisioned instantly in the cloud.

2

Connect Your Tools

Link WhatsApp or Telegram. Upload your knowledge base. Takes 90 seconds.

3

Start Automating

Your AI is live. It starts handling inquiries immediately—24/7, even while you sleep.

See It In Action

Real conversations, handled instantly by your AI assistant.

Lead Qualification & Booking

When a potential client reaches out, your AI qualifies them and books a consultation — instantly.

C
Clawi AI
Online
Hi, I'm looking for a financial advisor. I have about $500K in retirement accounts and want to consolidate.
2:47 AM
Welcome! I can help you get started. To match you with the right advisor, could you share: 1. Your primary goal (retirement planning, wealth consolidation, tax optimization)? 2. Your approximate timeline for making changes? 3. Do you currently work with any other financial professionals? This helps us prepare a personalized consultation for you.
2:47 AM• Instant reply

Common Questions

Concerned about message quality? Keep human handoff for complex conversations.

Need trust for prospects? Route visitors to privacy, terms, and refund policies from every funnel.

Not sure where to start? Launch one high-volume intake flow and expand after conversion data.

Automate first response now

Capture leads 24/7 and route qualified conversations to your team.

Frequently Asked Questions

Does it use my actual WhatsApp number?

You can connect it to your existing WhatsApp Business number, or we can provide a dedicated number just for your assistant.

How does it know about my services and pricing?

Upload your service descriptions, pricing sheets, or FAQs to your dashboard. Your AI reads them and answers prospect questions accurately, using your own information.

Can it handle complex consultations or just simple bookings?

It handles initial qualification and scheduling. For complex discussions, it gathers the key details and hands off a structured brief — so when you do get on the phone, you're prepared.

Ready to launch your assistant?

Zero setup — OpenClaw Agent pre-installed. Sign up, connect your messenger, done.

Get started