investment services

Markets move fast. Your clients' questions can't wait for a callback.

AI and multilingual agents handle transfer status, document requests and account servicing in 65+ languages — and route anything that sounds like investment or tax advice to your licensed representatives.

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A trader confidently viewing stock market charts on multiple monitors in a modern workspace.

how it plays out

Real contacts, minute by minute.

Phone English

“Why hasn’t my transfer from my old broker gone through?”

ACAT transfers are the top frustration driver

Client calls about a delayed account transfer from another firm
AI checks the ACAT status and the reason your system shows
Reads back that status and the next step your operations team has set
Routes to your operations team if the client authorizes contact with the other firm

Transfer status clarified operations owns the fix

Live Chat Mandarin

“I want to set up automatic monthly investments”

Setup help is process; choosing investments is advice.

AI explains how to use your recurring-investment feature
Does not suggest funds or amounts
Offers a call with a licensed representative if the client wants help choosing
Confirms the schedule the client set up themselves

Setup guided no investment advice

Email Spanish

“I need my cost basis report for tax filing”

Seasonal document request — peaks in Q1

Client emails in Spanish requesting cost basis documentation
AI identifies the applicable accounts on file
Sends the cost basis report your system generates
Routes tax questions about the report to the client’s tax adviser or your representative

Report delivered tax questions routed

WhatsApp Portuguese

“Can I roll my 401k into an IRA with you?”

Rollover decisions belong with a licensed representative.

AI shares your published rollover process page
Does not explain tax consequences or recommend a rollover type
Collects contact details and the current plan provider
Books a call with a licensed representative

Consultation booked advice stays licensed

the team behind it

Faces, not a queue.

real members of the global team

Account Servicing Support

Transfer, document and account-servicing requests from your records
Anything resembling investment or tax advice routed to licensed staff
Communications captured under your review and documentation procedures

65+ Languages

Native-speaking agents in English, Spanish, Mandarin, and 60+ more
Real-time AI translation for rare language pairs
Cultural context training for every market we serve

Follow-the-Sun Coverage

Operation centres in Canada, Bolivia, Nicaragua, the Philippines and China
Smooth handoff between time zones with shared context
Holiday and weekend coverage without overtime costs

questions

What buyers ask before they sign.

How much does it cost?

AI voice is US$0.15 per minute and web chat is US$0.15 per session. Live agents start at US$300 per month including 500 minutes — about US$0.60 per minute — or from US$5.80 per hour for a dedicated agent working only your account. The minimum engagement is half a seat, not a five-seat block.

How fast can you start answering our phones?

Five days is our normal window to staff a live account — that is five days to find and place an agent who fits your business, not five days of software setup. AI voice can go live sooner because there is no hiring step.

Do you answer in Spanish?

Yes, on the same number, with agents in our Bolivia and Nicaragua operation centres — native Spanish, not machine translation. English and Spanish share one queue, and we cover 60+ more languages if you need them.

Can I mix AI and live agents on one number?

That is the normal setup. You decide which call types go to AI and which reach a person, and you can change the split as your volume changes. Nothing about that decision is locked in at signup.

compliance

Workflow Controls

Communication review and archiving within your approved workflow
Electronic records retained per your retention schedule
Advice requests routed to your licensed representatives
Account communications follow your approved disclosures

also worth reading

start

See how account-servicing support handles market-driven call surges

We'll demonstrate transfer support, account servicing, and document delivery with your custodian systems.

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