Investment Advisor Assistant
Low complexityWhat it does
- Answer questions about investment products
- Schedule meetings with financial advisors
In scope
- Share holdings by various attributes available in the CRM
- Meeting scheduling via Calendly, Outlook or Gmail
Out of scope
- Can't answer questions such as what is my investment growth rate over the last 2 years
- Transfer to live human agent
- Meeting scheduling using another tool
- Authentication of customer for account specific information