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