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Kanbu.ai helps us filter relevant prospects and answer their inquiries right at the start. Thanks to this, they come to meetings better prepared and with clearer expectations.

Michal Švec
Managing Director, WEM.cz
Kanbu.ai AI asistent – WEM
/ DETAILS /

Details

Availability:
Public
Industry:
Marketing
AIFinance
/ about the client /

Wealth Effect Management

Wealth Effect Management is a Slovak company providing comprehensive wealth management services. It offers a broad portfolio of investment solutions and supplementary services for building, growing, and protecting client assets.

/ problem /

Customer conversion

Wealth Effect Management faced a challenge in effectively reaching and converting potential clients on its website. Traditional forms and static information did not lead to the expected number of qualified leads, which slowed growth of the client base and increased acquisition costs.

/ solution /

Personalized AI advisory

By implementing the Kanbu.ai AI assistant on the WEM website, we enabled visitors instant access to relevant information and personalized advisory. The assistant actively engages visitors, answers their questions, and collects contact details, significantly increasing the number of qualified leads and streamlining the client acquisition process.

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Try Kanbu.ai on your own website, or talk to us about a custom deployment — including connections to your systems.

Preview of the Kanbu chatbot on a phone and a computer