More meetings, less admin.

Wakato helps financial advisors book client meetings, send a regular newsletter from their own domain, follow up with prospects and keep every conversation on the client's record, with an AI agent doing the admin. The agent schedules and follows up; it never gives financial advice.

What financial advisors run on Wakato

Meeting booking

Review and intro meetings on your calendar, with reminders. Calendar & Bookings.

Client newsletter

On your own domain, written with your agent and approved by you. Email & Campaigns.

Prospect follow-up

Every referral and inquiry followed up. Contacts & CRM.

Your website

A clear site that books intro calls. Websites & Pages.

The AI agents financial advisors start with

  • Your assistant: Keeps your calendar and reminders.
  • Client desk: Answers inquiries and books meetings.

Use cases

  • Book appointments · Booking pages that check your calendars and take payment, plus an AI agent that books people by phone, text, WhatsApp and chat, and sends reminders.
  • Follow up with every lead · Every lead from your site, ads, calls and DMs gets a personal follow-up by email or text until they book or buy, written by an AI agent.
  • Build a website · Describe your business and an AI agent builds your website, blog and forms, shows you a draft and publishes it on your domain when you say so.

Questions

Will the AI give financial advice?

No. It handles calls, intake, booking and follow-up and passes anything that needs your judgement to you; it never gives professional advice.

What is the best CRM for financial advisors?

One that books meetings and follows up for you. Wakato keeps every client and prospect with their full conversation history, books review meetings on your calendar, sends your newsletter from your own domain and has an AI agent do the admin. Advice stays with you.

How do financial advisors get more clients?

Mostly through referrals, a clear website, regular useful content and fast follow-up. Wakato covers the follow-up and the visibility: a site that books intro calls, a newsletter on your own domain and an agent that replies quickly to every inquiry and referral.

Can I approve the newsletter before it goes out?

Yes. The agent can draft each issue, and sending a campaign can be set to wait for your approval, so nothing reaches clients until you say so. One-click unsubscribe and each contact's consent history are built in.

Can clients book review meetings online?

Yes. Clients book from a link on your site or in an email, the booking page checks your Google or Outlook calendar, and a reminder goes out before the meeting. Meetings can be in person, by phone or on Wakato's video calls.

Can it write up my meeting notes?

Yes. Wakato video calls are transcribed with a written recap, and the Note taker in the phone app records a meeting in the room and writes it up with who said what. Ask clients before you record.

How much does it cost?

Wakato is free to start; Pro is $49 a month and Business $99 a month, or $490 and $990 when paid yearly. Newsletters and campaigns come with Pro and Business. Calls, texts and AI use are paid from your wallet as you use them, with no per-seat price.

Other industries: Law firms · Accountants and bookkeepers · Insurance agents · Mortgage brokers · Therapists and counselors · Dental and medical clinics · Recruiters and staffing agencies · Architects and interior designers · Photographers and videographers · IT services and MSPs · Tutors and education services · Property managers · Consultants and freelancers · Salons and barbers · Home services · Restaurants and cafés · Real estate agents · Gyms and fitness coaches · Event organizers · Nonprofits and churches · Ecommerce brands.

Plans: Free $0, Pro $49/month, Business $99/month. Start free.