Surface the growth hiding in your conversations
Ask a question across every client conversation your firm has ever had, and see the patterns: which objections come up across the book, which phrasing wins when the ask is made, which moments get missed, and what your best advisor does differently. Every answer cites the conversations behind it.
Anything a growth question needs: which objections come up across the book, which phrasing wins when the referral ask is made, which moments get missed, and what your best advisor does differently. Every answer cites the conversations behind it.
What can advisors ask across their client conversations?
- ✓ Natural-language questions across the firm's whole history, not one advisor's book
- ✓ See which phrasing wins, which moments get missed, and what your best advisor does differently
- ✓ Every answer cites the conversations behind it
Client Queries, answered
How is this different from CRM search?
A CRM searches the fields somebody remembered to type. Client Queries answers natural-language questions across the full history of your firm's conversations, and cites the moments behind every answer.
Can the answers be verified?
Yes. Every answer carries citations to the underlying conversations, so any claim can be checked against what was actually said.
Whose conversations does it search?
The firm's whole history, not one advisor's book, with access governed by the firm's own permissions and retention rules.
Explore the rest of WealthAmp
Referral Coaching
See where the asks are across your book, which phrasings win, and what your best advisor does differently.
Meeting Preparation
The one thing to land, the questions to ask, and a minute-by-minute game plan for every meeting.
Practice
Practice the exact upcoming conversation with a simulated version of the real client.
Meeting Debrief
Minutes after the call: summary, outcome, action items, a drafted follow-up, and the exchange that worked.
Note-Taking
Capture every conversation accurately, with a citation for every extracted claim.
Client Profile Management
A profile that writes itself from conversations, every fact cited, no data entry.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Form Fill
Automatically fill forms using client data collected and enriched from multiple sources.
Document Intelligence
Extract and sync client and financial details from documents to your CRM and planning tools.
See Client Queries in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.