Smarter advisory conversations for modern clients.
Your Digital Colleagues remember the client, understand your firm's approved knowledge and help guide the conversation in real time, so you walk into every meeting prepared and turn every conversation into trusted follow-through.
- Financial advisors
- Client service teams
- Planning specialists
- Practice leaders
Prepare before the meeting
Your Digital Colleagues bring together client history, prior commitments, risk profile, open questions, portfolio context and likely opportunities before you enter the room.
Guide the conversation live
When a client asks about market risk, taxes, fees, portfolio changes or product options, Digital Twins surface verified answers from your approved knowledge base in real time.
Turn every meeting into action
Your Digital Colleagues turn the conversation into structured notes, follow-ups and proposal drafts, held for your review before anything is finalized. Updates sync to HubSpot automatically through the native integration.
How SpikedAI transforms advisory conversations
Advisors don't need another dashboard. They need memory.
Trust built into every client conversation.
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Never used to train generalized AI
Conversation data is never sold, never used for advertising, and never used to train generalized models.
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Encrypted and isolated
Data is encrypted in transit and at rest, and each customer's data is logically isolated.
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Every answer shows its sources
Every live answer is drawn from your own documents and lists the files behind it. When those documents don’t cover a question, SpikedAI says so instead of filling the gap.
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Native HubSpot sync
SpikedAI writes to HubSpot through its native integration, with no third-party connector or exported file in between.