Your advisors know what to do. They just don't have time to do it.
Onpilot helps advisors follow up on renewals, prep for client meetings, and surface at-risk relationships — grounded in the systems your team already uses.
Deploy in your environment
Run it inside your own environment — customer data never leaves your systems.
See private deploymentCustomer Onboarding
Onboarding, routed for your compliance team
Identity documents received
Address confirmation
Income documentation
Compliance team review
Onpilot for Fintech, Banking & Insurance
By the numbers
Auto
Renewal follow-ups
1-click
Meeting prep
Same-day
Client outreach
Three engines that run your advisory business
Customer Onboarding
Onboarding, routed for your compliance team
Identity documents received
Address confirmation
Income documentation
Compliance team review
Renewal and revenue follow-up
Surface clients with upcoming renewals, idle funds, or stalled SIPs — then draft personalized follow-up messages for advisor review. Timing is the hard part; the agent keeps it on the calendar.
Customer Onboarding
Onboarding, routed for your compliance team
Identity documents received
Address confirmation
Income documentation
Compliance team review
Client relationship intelligence
Before every meeting, pull the full picture — portfolio performance, last interactions, outstanding tasks, and risk profile. Your advisor walks in prepared, every call.
Customer Onboarding
Onboarding, routed for your compliance team
Identity documents received
Address confirmation
Income documentation
Compliance team review
Customer onboarding, routed for your compliance team
Surface document gaps, flag missing fields, and generate a full activity log for your compliance team to review. The agent assists the process — your team still owns the decisions.
Customer Onboarding
Onboarding, routed for your compliance team
Identity documents received
Address confirmation
Income documentation
Compliance team review
"Which clients have renewals coming up this week? Draft follow-ups."
Your agent finds every upcoming renewal, drafts a personalized follow-up message for each client, queues them for advisor review, and logs the activity — in seconds. No more revenue slipping because an advisor forgot to follow up.
Customer Onboarding
Onboarding, routed for your compliance team
Identity documents received
Address confirmation
Income documentation
Compliance team review
"What should I focus on today?"
One prompt replaces an hour of planning. The agent analyzes your pipeline and surfaces: these clients to call, these overdue leads to follow up, this account with idle funds. It doesn't just list insights — it drafts the next action for your advisor to send.
Customer Onboarding
Onboarding, routed for your compliance team
Identity documents received
Address confirmation
Income documentation
Compliance team review
"Which clients look at-risk and what should I do?"
The agent surfaces at-risk clients based on activity signals — stopped SIPs, declining AUM, missed meetings. Then it suggests retention actions and drafts ready-to-send messages. Your advisors go from reactive firefighting to proactive relationships.
Customer Onboarding
Onboarding, routed for your compliance team
Identity documents received
Address confirmation
Income documentation
Compliance team review
"Surface any KYC gaps for my book this week."
One prompt pulls every client record with missing or expiring KYC documents, drafts reminder messages for advisor review, and generates a status report for your compliance team. The agent assists — your compliance lead still reviews and approves.
Your CRM, WhatsApp, and portfolio tools — connected in one agent
Advisor stack
Case study
Automate client communication via WhatsApp
Send SIP renewal reminders, birthday wishes, portfolio updates, and campaign messages directly through WhatsApp — personalized per client, triggered by your agent, logged in your CRM.
One integration layer - tenant-scoped, with OAuth, approvals, and audit trails your security team can review.
See all 1,000+ integrationsBook a demo
Give every advisor a prep-and-follow-up partner.
Renewal follow-ups, meeting prep, at-risk client alerts, and compliance support — inside your own environment if needed.