Finance — Inova AI
Finance

Onboard clients and answer questions — compliantly, 24/7.

We build AI agents that guide client onboarding, answer routine questions, and keep follow-ups moving — all within the guardrails your business needs.

Book a Demo See What We'd Build
24/7 client response
Faster onboarding
Built-in guardrails
What We'd Build For You

Three ways AI works for your firm.

The repetitive, time-sensitive work that slows your team down — automated, carefully.

Onboarding

Client Onboarding Agent

Walks new clients through onboarding and collects what you need, accurately.

  • Guides clients step by step
  • Collects documents and details
  • Reduces back-and-forth
  • Keeps records complete and consistent
Support

Client Query Agent

Answers routine client questions instantly, escalating anything sensitive.

  • Answers common account questions
  • Available around the clock
  • Escalates sensitive matters to your team
  • Consistent, on-message responses
Compliance

Compliance-aware Comms

Keeps follow-ups and messaging inside the boundaries you define.

  • Stays within approved messaging
  • Maintains an auditable trail
  • Re-engages stalled clients
  • Configurable to your policies
How It Works

From first contact to fully onboarded.

A prospect reaches out and the process moves itself forward — within your rules.

STEP 01

Client Reaches Out

An inquiry arrives by phone, text, or web — any time.

STEP 02

AI Agent Engages

It answers questions and begins onboarding within set guardrails.

STEP 03

Collected & Verified

Documents and details are gathered and organized.

STEP 04

Routed to Your Team

Anything sensitive is escalated cleanly to a person.

The AI Agent

An agent that moves fast — and stays inside the lines.

It handles the routine client touchpoints that eat up your team's day, while respecting the compliance boundaries you set. Sensitive or complex matters always go to a human, with a clear record of every interaction.

Onboarding & queriesCompliance-awareAuditable trailHuman escalationMultilingualCRM-connected
Book a Demo
Inova AI AgentOnline
What documents do I need to open my account?
You'll need a government ID and proof of address. I can collect both securely right now — ready to start?
Sure. How long does approval take?
Typically 1–2 business days. I'll keep you updated at each step, and a specialist will handle final review.
Integrations

Works with the tools you already use.

The agent connects to the CRM and systems your firm already relies on, keeping client data, documents, and follow-ups in sync — without changing your compliance workflow.

Any CRM or platform Real-time sync Calls, text & web chat No rip-and-replace
See If Your Tools Connect
Your Existing Tools
Whatever system you already use
real-time connection↓
Inova AI Layer
Agents & automation working for you
↓
Your Team
Gets the right info at the right time
Why Inova

Speed where it's safe, people where it counts.

24/7

Always Available

Clients get answers any time, not just during business hours.

✓

Stays Compliant

Messaging stays within the boundaries you define.

→

Cleaner Handoffs

Sensitive matters reach the right person with full context.

Get Started

Let's automate the routine, compliantly.

Tell us about your firm and we'll show you how onboarding and client queries could run 24/7 inside your guardrails.