Your AI financial assistant that never sleeps
Handle client inquiries, schedule meetings, draft follow-ups, and research market data around the clock. Built with the security financial services demands.
The challenges you face
Clients expect instant responses
Prospects and clients reach out at all hours. Every hour of delay costs trust and potentially the relationship. You cannot personally be available 24/7, but your AI agent can.
Sensitive data requires serious security
Client financial information, portfolio details, and personal data must be protected. DIY AI setups expose API keys in plaintext and leave ports open to the internet.
Compliance adds complexity
Financial regulations require audit trails, data encryption at rest, and controlled access to client information. Most AI hosting solutions do not provide any of this.
Manual tasks eat into advisory time
Meeting scheduling, follow-up emails, research summaries, and client onboarding paperwork consume hours that should be spent on high-value advisory work.
How ClawTrust helps
ClawTrust deploys a dedicated AI agent on isolated infrastructure with zero public-facing ports. Your client data never sits on a shared server. Credentials are stored in an encrypted vault, separate from the agent. Every interaction is logged for compliance. The agent handles routine inquiries while you focus on strategy and relationships.
What your AI agent does
24/7 client inquiry response
Your agent answers common questions about account balances, market conditions, meeting availability, and service offerings via Slack, email, or WhatsApp. Complex questions get escalated to you with full context.
Meeting scheduling and prep
Clients book meetings through natural conversation. Your agent checks your calendar, confirms the appointment, and prepares a brief with the client's recent portfolio activity and talking points.
Market research summaries
Ask your agent to summarize earnings reports, sector performance, or news affecting specific holdings. Get concise, actionable briefs delivered to Slack or email.
Follow-up automation
After meetings, your agent drafts personalized follow-up emails with action items, next steps, and relevant documents. You review and send with one click.
Channels that matter for financial advisors
Professional client communication. Your agent gets its own email address for sending meeting confirmations, follow-ups, and research summaries.
Slack
Internal team coordination. Your agent participates in team channels, answers questions about client accounts, and surfaces important alerts.
Client messaging. Many high-net-worth clients prefer WhatsApp for quick questions. Your agent responds instantly with relevant information.
Browser Chat
Website visitors. Prospects on your website can chat with your AI agent to learn about your services and book an introductory call.
Why security matters here
Financial advisory firms handle some of the most sensitive personal data there is: net worth, tax returns, Social Security numbers, estate plans. A self-hosted AI agent with exposed ports and plaintext credentials is a liability waiting to happen. ClawTrust eliminates this risk with zero-port networking, encrypted credential storage, Docker sandbox isolation, and comprehensive audit logging. Your compliance team will thank you.
Frequently asked questions
Is ClawTrust compliant with financial regulations?
ClawTrust provides the infrastructure security controls that financial regulations require: encryption at rest, audit logging, access controls, and data isolation. We provide a Data Processing Agreement (DPA) and our security architecture is available on request. You retain full control over what your agent can access.
Can the AI agent access my client portfolio management system?
Your agent can integrate with tools you authorize through secure credential management. Credentials are stored in an encrypted vault on the ClawTrust control plane, never on the agent server. You control exactly which systems your agent can access.
What happens if a client shares sensitive information?
All data stays on your dedicated infrastructure. ClawTrust does not train on or share your data. Sensitive information is automatically filtered from agent memory. You can configure data retention policies to match your compliance requirements.
How does this compare to hiring a human assistant?
An AI agent handles routine inquiries 24/7 at a fraction of the cost. It never takes vacation, never forgets a follow-up, and scales to handle dozens of simultaneous conversations. It is not a replacement for your expertise, but it multiplies your availability.
Can I customize what the agent knows about my practice?
Absolutely. Your agent has a persistent memory system called BrainTrust that learns about your practice, clients, and preferences over time. You can also provide it with documents, FAQs, and specific instructions about how to handle different scenarios.
Learn more
Give your practice a 24/7 AI advantage
Your AI Financial Assistant is ready in under 5 minutes. Enterprise security included.