Qualify and onboard advisory prospects. NIVA captures goals and assets, screens suitability, and books a discovery call, all within compliance-approved content.
Advisory firms get many low-fit enquiries and need an efficient, compliant way to screen prospects before allocating advisor time.
A wealth persona answers only from compliance-approved content, the Flow Engine captures goals, time horizon and asset bands, screens suitability with branches, and books a discovery call via webhook. Per-bot isolation and BYOK support data sovereignty.
Real differences your team will feel from day one — not theoretical benchmarks.
| Area | Before NIVA | With NIVA |
|---|---|---|
| Prospect screening | Manual | Automated suitability |
| Advisor time | Low-fit calls | Qualified only |
| Compliance | Risk of off-script answers | Approved content only |
| Data sovereignty | Shared infra | BYOK and isolation |
This is a public-facing deployment that engages prospects and customers directly on your website or app. It is designed to capture demand that would otherwise be lost outside business hours, to deflect the repetitive questions that consume your finance & banking team, and to turn anonymous traffic into structured, followed-up leads.
In practical terms, the shift looks like this: on prospect screening, you move from manual to automated suitability; on advisor time, you move from low-fit calls to qualified only; on compliance, you move from risk of off-script answers to approved content only; on data sovereignty, you move from shared infra to byok and isolation. Each of these is a direct consequence of moving the interaction from a manual, human-gated channel to an always-available conversational one that still escalates to a person when the situation genuinely needs it.
Implementation reality: the conversational layer, routing, data capture, and system handoff are all within NIVA's documented no-code capabilities. Where this use case reads or writes live data, it assumes the relevant API or webhook endpoint exists on your side; that integration is the one piece worth scoping before launch. Start with the knowledge base and flow, then layer in live API calls once the core experience is proven.
No developers. No long setup. NIVA gives you every engine shown on this page — persona routing, flow automation, smart forms, and webhooks — as a ready-to-configure platform.