Solutions · Professional & business services
DMAI Pro for Licensed wealth advisory & brokerage representative
Licensed financial planners and investment advisers, and representatives of stock brokerages and investment funds. Expats and high earners ask about retirement, education savings and wealth management; new investors ask how to get a trading code, register online and what fees apply. The assistant's job: general, sourced answers, needs qualification, consent to be contacted and booking a call with a licensed adviser, and guidance through the official account-opening steps. It never gives personal investment advice, stock picks or return promises, and never accepts passwords, OTP codes or money in messages.
Questions your customers ask
Each is answered from your own information.
Which stock should I buy now?
What's the guaranteed return?
How do I get a trading code / account?
How does online broker registration work?
What are the trading fees?
What's the minimum to start?
7 ready flows
Financial planning enquiryIdentify the goal, get consent to contact and book a licensed adviser
Book a discovery meetingBook a meeting with a licensed adviser
Account opening & trading code helpWalk through the official brokerage account-opening steps with no trading advice
Fund informationShare official, sourced fund information without recommendation
Stock-tip or returns questionSafely handle requests for tips or return promises and route to a formal meeting
Existing client serviceLog an existing client's request for the adviser; no transaction is executed in messages
Check a suspicious offerWarn about investment scams and explain how to verify a licence
Sales stages
- First message
- Qualified
- Consent given
- Discovery meeting
- Proposal sent
- Onboarding
- Active client
- Review due
Instagram ideas
- Educational Reel 'saving vs investing' with a risk warning + comment 'plan' → book a meeting
- Carousel 'steps to open a brokerage account' with the official link + comment 'account'
- Story 'signs of investment scams' with a question sticker
- Ice breakers: 'Retirement planning' / 'Open an account' / 'Funds' / 'Meet an adviser'
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