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Xylo

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Turn Client Conversations into Actionable Intelligence

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Xylo is an AI-powered client engagement platform designed for Registered Investment Advisors (RIAs). It syncs data from CRM, emails, call summaries, and compliant texting to provide 360° behavioral insights and real-time risk and opportunity signals. The platform automatically builds a prioritized task list, helping advisors act on client needs proactively.

Key Features

  • HeartKey Client Profiles: Understand communication style, tone, optimal engagement timing, and relationship health.
  • Watchdog Alerts: Real-time alerts for referral signals, client concerns, and AUM opportunities.
  • Top Actions: Context-aware recommendations with socially intelligent insights and adaptive personas for content generation.
  • Unified Dashboard: Complete client engagement in a single view with filterable needs and activities.

Who It’s For

RIAs and financial advisors looking to scale their practice while maintaining personal client relationships.

Key Benefits

  • Increases close rate by 52%
  • Boosts referrals by 400%
  • Reduces client churn by 37%
  • Reduces administrative load through automated data entry

starting price

$79/ monthly(xylo ramp)

tags
Wealth ManagementFinancial AdvisorClient Engagement
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