AI Tickets for Wealth Management. A ticketing system for financial advisors' client service
AI Tickets is a ticketing system for financial advisors: every service request a client makes by phone, chat, e-mail or form becomes a ticket with the whole conversation, the client identified and the priority read from their words. The AI answers what your approved information covers, and a department you give to a person, such as operations, always waits for your team.
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7 days free · per company, never per seat · nothing to install
Held for a person
The ticket opens with the client identified, the conversation, and what the AI found and what is missing, with the answer box beside it.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Send every operations ticket to a person; the AI only proposes the answer.”
Lisa“I'm setting operations so the AI proposes each answer and a person of the team sends it. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Wealth Management use it
A client calls for a copy of an old statement; the ticket opens with the call's transcript, and an associate sends it.
A request by e-mail to change a beneficiary is marked High and waits for operations, the client already identified.
The same portal question is held for a person three times this month and becomes a knowledge gap to teach the AI.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Opened from a phone call, a chat, an e-mail or a web form, with the whole conversation and the customer identified
- Nights and weekends: the customer gets a number and a promise, your team gets the ticket in the morning
- The AI answers from your knowledge when it is sure enough; otherwise it proposes the answer and a person sends it
- Pending, manual review, responded and closed; priority, who holds it, Merge and internal notes for your team
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Tickets does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI Returns & Warranty
Client service
Client service ticketing for advisory firms, in one list
Every channel, one list
With AI ticketing for client service teams, calls, chats, e-mails and forms open tickets in the same list, so a small team sees every pending request without watching four inboxes.
The client identified
The contact, their reference and their earlier tickets are on the ticket before anyone reads a word, with the client's story one click away.
Priority from their words
The AI reads the department and the priority, Normal, High or Urgent, from what the client wrote, and the list shows who holds what.
Gaps to teach
A question held for a person as many times as you set becomes a knowledge gap, so the answer is written once in your approved knowledge.
Set-up
A help desk for wealth management firms in 2 minutes
Your departments
Tell Lisa the teams that answer clients, such as client service, operations and billing, and the signature each one uses.
Who answers each
The AI alone, the AI proposing and a person sending, or one person: chosen per department, so operations can always stay with people.
The promise
Set the reply time each department promises clients; the tickets that run past it rise to the top of the list for your team.
A week of requests
Run it on your own client requests for 7 days with no credit card and read every ticket, answer and hand-over.
Questions & answers
AI Tickets for Wealth Management: questions & answers
Which client requests become tickets?
A call that needs a follow-up, a website chat, a service e-mail and a request sent on a form each open a ticket in the same list, marked with its channel. An associate can open one by hand for a client who called an advisor's mobile.
When does the AI answer a ticket by itself?
Only in a department where you allow it to answer alone, and only when it is at least as sure as the threshold you set. Below that, the ticket waits for a person in Manual review, with nothing guessed.
Can the AI act on a request to move money?
Not when the department that handles it is set to one person: the AI then never sends, and the ticket waits for operations with the client identified and the conversation attached, so your team verifies the request by its own procedures.
How does a client know when to expect an answer?
In service request tracking for RIAs, each department sets its own reply-time promise, the client is told when to expect the answer, and your team sees every ticket that goes over the promise.
Does a second question on the same call open a duplicate?
No. A second ask from the same call, chat or mail thread lands on the ticket it opened, so the associate reads the client's whole request in one place.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
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Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.