An AI advisor on your WhatsApp
Qualifies leads by financial profile, books meetings with advisors, handles objections and follows up — all automatic, 24/7.
Recognize these problems in your operation?
Financial advisors lose money and opportunities because they can’t qualify leads quickly
Curious leads who just want a quote
Everyone wants to know the price of the insurance or plan, but few have the profile or real intent to close.
People who aren’t a fit for the service
A $500 debt isn’t worth the work of debt cleanup. But you only find out after 20 minutes of conversation.
Follow-up nobody does
A lead said 'I’ll think about it' and got forgotten. No follow-up, no reply. The sale dies in limbo.
Meetings that never happen
An advisor loses 30 minutes per lead just to find a time and confirm. And half no-show.
AI specialized in finance
Automation that understands finance
The AI learns your products, qualifies leads, books meetings and follows up — all automatically.
Filters by minimum ticket
Set your minimum ticket and the AI automatically discards leads that don’t reach the threshold.
Qualifies financial profile
Understands the lead’s income, assets and goals naturally, without feeling invasive.
Books meetings automatically
Finds a slot on the advisor’s calendar, sends the Google Meet link and confirms with the lead.
From the first message to the booked meeting
From first message to qualification
See how the AI qualifies, schedules and follows up automatically
How much is a life insurance policy?
Hi! The price depends on your profile. To give you an estimate, what’s your age and do you smoke?
42, I don’t smoke
Great profile! And what coverage amount are you thinking of? And do you have dependents (kids, spouse)?
Thinking around 500k, I have a wife and 2 kids
Perfect — 42, non-smoker, $500k coverage with 3 dependents. I can offer options starting at $30/mo. Can I book our advisor to put together the proposal?
Sure, when are you available?
We have Tuesday at 3pm or Wednesday at 10am. Which do you prefer?
Wednesday at 10am
Meeting booked! You’ll get the Google Meet link here on WhatsApp. The advisor will come with options ready for your profile.
Lead qualified, meeting booked with advisor
Works for any financial product
Configure the AI to qualify leads in your segment
Insurance
Life, auto, home, business
Financing Plans
Real estate, vehicles, services
Debt Cleanup
Debt negotiation, credit bureaus
Financial Advisory
Planning, investments, retirement
Credit
Loans, financing, working capital
Investments
Funds, stocks, fixed income
Simple plans, no surprises
A complete AI salesperson: qualification, scheduling, follow-up and closing included in every plan
Essential
For those just getting started
Growth
For scaling operations
Scale
For high lead volume
Setup from $197 — includes configuring and training the AI on your business
Calculate your ROI with Feito
See how much you can save and earn with complete sales automation
* Based on 30% of leads lost to slow response (market average) and 25 minutes per lead (qualification + scheduling + follow-up)
Frequently asked questions
Yes! The AI integrates with Google Calendar, finds available slots, sends the Google Meet link and confirms with the lead — all over WhatsApp, hands-free.
Stop burning budget on poorly handled leads
Put AI to work qualifying, scheduling and closing on your WhatsApp — 24/7.
Talk to a specialist