Investment Advisory
Give every investor a dedicated advisor that never sleeps. Your AI agent answers questions about active investment projects, projected returns and participation requirements in seconds — freeing your team to focus on high-value portfolio strategy.
The Problem
Investors expect immediate, accurate answers about their portfolios and new opportunities. Human advisors can only handle a limited number of calls per day, leaving potential investors waiting or uninformed — and costing your firm deals.
How GuruSup Solves It
A GuruSup AI agent connects to your investment platform and CRM to deliver real-time information about active projects, historical performance, entry requirements and payment schedules. It handles hundreds of simultaneous conversations via WhatsApp, web chat or email while maintaining strict data confidentiality.
How It Works
Investor initiates a query
The investor messages your AI agent through WhatsApp, webchat or email asking about a specific project, available opportunities or the status of a pending distribution.
Agent retrieves personalized data
The agent securely queries your investment management system and CRM, pulling the investor's portfolio, project details, projected returns and upcoming payment dates.
Delivers insights or escalates
The agent provides a clear, compliant summary. If the investor wants to commit capital or needs bespoke advice, the conversation is seamlessly handed off to a human advisor with full context.
Key Capabilities
Real-time project information
Investors get instant access to active projects, historical performance data and projected yields without waiting for a callback.
Payment status tracking
The agent checks distribution schedules, confirms received payments and notifies investors of upcoming disbursements automatically.
Regulatory-aware responses
Responses are configured to comply with financial communication guidelines, including required disclaimers and risk disclosures.
Seamless advisor handoff
When the conversation requires human judgment — capital commitments, complex tax questions — the agent transfers with a complete summary so the advisor picks up without asking the investor to repeat anything.
Numbers that speak for themselves
Real data from 800+ agents in production across 15 industries.
Book a demoAutonomous resolution rate
Channels unified
Agents in production
Voice agent latency
