Solutions · Professional & business services

DMAI Pro for Licensed wealth advisory & brokerage representative

Licensed financial planners and investment advisers, and representatives of stock brokerages and investment funds. Expats and high earners ask about retirement, education savings and wealth management; new investors ask how to get a trading code, register online and what fees apply. The assistant's job: general, sourced answers, needs qualification, consent to be contacted and booking a call with a licensed adviser, and guidance through the official account-opening steps. It never gives personal investment advice, stock picks or return promises, and never accepts passwords, OTP codes or money in messages.

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What this trade does most with DMAI Pro: Booking

What one click installs

This trade's ready pack; you preview it before installing and can change anything later.

7: conversation flows
18: common questions with draft answers
4: automatic follow-ups
14: intake form questions
16: customer profile fields
8: sales stages
10: menu and conversation-starter buttons
16: reply safety rules
19: ready messages
6: sample products or services

Specialised modules switched on: Consent and waivers، Document collection، Quotes and projects، Appointments، Sensitive and emergency triage
Country-specific notes for: the UAE, DIASPORA, EU, Iran, Saudi Arabia, Türkiye

2 jobs this pack covers

Licensed financial planner & wealth advisorStock brokerage & fund representative

Questions your customers ask

Each comes with a draft answer; once you write your real answer and switch it on, the bot uses it.

Which stock should I buy now?

What's the guaranteed return?

How do I get a trading code / account?

How does online broker registration work?

What are the trading fees?

What's the minimum to start?

7 ready flows

Financial planning enquiryIdentify the goal, get consent to contact and book a licensed adviser

Book a discovery meetingBook a meeting with a licensed adviser

Account opening & trading code helpWalk through the official brokerage account-opening steps with no trading advice

Fund informationShare official, sourced fund information without recommendation

Stock-tip or returns questionSafely handle requests for tips or return promises and route to a formal meeting

Existing client serviceLog an existing client's request for the adviser; no transaction is executed in messages

Check a suspicious offerWarn about investment scams and explain how to verify a licence

Sales stages

First message
Qualified
Consent given
Discovery meeting
Proposal sent
Onboarding
Active client
Review due

Numbers worth watching in this trade (not measured by the app)

Meeting requests
Consent rate
Meeting-to-agreement rate
Onboarding completions
Existing-client response time
Conversations escalated to compliance

Instagram ideas for this trade

Educational Reel 'saving vs investing' with a risk warning + comment 'plan' → book a meeting
Carousel 'steps to open a brokerage account' with the official link + comment 'account'
Story 'signs of investment scams' with a question sticker
Ice breakers: 'Retirement planning' / 'Open an account' / 'Funds' / 'Meet an adviser'

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Hi 🙏 Still interested in meeting a licensed adviser? Just tell us here anytime.