Pillar A
Smart-Sync Knowledge Base
Ask about any mutual fund. Get cited facts from official sources — exit loads, expense ratios, lock-in periods — never opinions.
Factual fund answers from approved sources, AI-powered advisor scheduling briefed by customer sentiment, and a human-in-the-loop approval center — unified in a single dashboard.
Ask about any mutual fund. Get cited facts from official sources — exit loads, expense ratios, lock-in periods — never opinions.
Book an advisor call briefed by real customer sentiment. Voice and chat scheduling with live review themes.
Approve bookings with market context at a glance. Calendar, sheets, and email drafts — all synced with admin oversight.
Review Intelligence
Weekly automated pulse
Cited FAQ Answers
15+ approved sources
Advisor Scheduling
Chat & voice booking
Theme Tracking
Emerging trend alerts