Smart Advisory Messenger

Every day, your clients tell you
exactly what they need. Most signals disappear.

SAM turns every client conversation into real-time intelligence so you always know who to call and what's coming next.

WhatsApp
SMS
Calls
Email
Live with advisors across Canada, US and Brazil
What you're missing

Your clients are speaking. Every hour of every day.

The WhatsApp at 11pm. The voice note on the way home. The email that starts with "just checking in" and ends with a withdrawal. Every one of these is an opportunity.

SAM hears all of it.
Carlos M.11:47pm
thinking about moving some of my fixed income to...
Ana S. — Call 4m 12s3:22pm
"not sure about the market right now, maybe reduce exposure"
Withdrawal signal detected
Roberto F.9:04am
just checking in — my brother-in-law mentioned he's...
Mariana T.8:31pm
heard about those new structured products, are they...
Paulo R.2:15pm
"ready to put another 200k to work, what do you suggest"
Deposit intent · $200K signal
Lucia V.6:58pm
my accountant suggested I look at some alternatives...
Diego A. — Voicemail12:33pm
"my brother wants to meet you, he's been unhappy with..."
Fernanda C.7:41am
"my lease is up in March, thinking about what to do with..."
Liquidity event · Referral potential
Henrique B.10:19pm
saw the news about interest rates, should I be worried...
Carlos M.11:47pm
thinking about moving some of my fixed income to...
Ana S. — Call 4m 12s3:22pm
"not sure about the market right now, maybe reduce exposure"
Withdrawal signal detected
Roberto F.9:04am
just checking in — my brother-in-law mentioned he's...
Mariana T.8:31pm
heard about those new structured products, are they...
Paulo R.2:15pm
"ready to put another 200k to work, what do you suggest"
Deposit intent · $200K signal
Lucia V.6:58pm
my accountant suggested I look at some alternatives...
Diego A. — Voicemail12:33pm
"my brother wants to meet you, he's been unhappy with..."
Fernanda C.7:41am
"my lease is up in March, thinking about what to do with..."
Liquidity event · Referral potential
Henrique B.10:19pm
saw the news about interest rates, should I be worried...
The platform

Your full client relationship, covered from day zero

Your full client relationship, covered from day zero
Prospect
First WhatsApp
Intent captured
First Contact
Call / Email
Profile built
Account Open
Onboarding
Others start here
Active Client
Ongoing
Next actions live
Deposit / Trade
Signal detected
Revenue action
Referral
Network grows
Flywheel starts
Capture
Intelligence
Action
Revenue
What's inside
From communication, to intelligence, to action, to revenue

Real-time signal capture from all channels

WhatsApp · SMS · Email · Calls

AI Engine: Context Intelligence

Behavioral signals · Portfolio analysis · Predictive patterns

Next Best Action

Commercial playbook · Workflow automations

Continuous Learning

Demand intelligence · Real-time
Built for regulated markets

Privacy that works for you, not against you.

Intelligence from untouched archives.

No setup. No IT project.

FINRA SEC CVM CIRO LGPD
✓
Privacy by Design
✓
Blockchain Verifiable
✓
Immutable Audit Trail
✓
Beyond Full Encryption
Join the advisors already using SAM

The signals were always there. Now you'll hear them.

No credit card. No IT project. Live in minutes.

Live with advisors in Canada, US and Brazil
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