Your Prospects Are Researching You at 9pm. What Does Your Website Say?
Mika answers questions about your financial services, specialties, and process around the clock. When a prospect is ready to talk, their information is delivered via encrypted notification. No conversations or financial data are ever stored.
Trust is everything in financial services. If a prospect cannot get basic answers from your website, they will choose the advisor who makes them feel informed from the first interaction.
El Problema del Sitio Web de Financial Advisors
Prospects Research After Hours
Most people research financial advisors in the evening when they are thinking about money. Your website has a contact form and a phone number. By morning, they have moved on to the advisor who responded.
Sensitive Financial Information in Chat
Prospects sometimes share account balances, Social Security Numbers, or tax details when asking questions. Standard chat tools store all of this on external servers you do not control.
Qualification Takes Too Long
Your team spends time on initial calls with prospects who are not a fit. Meanwhile, qualified prospects wait for a callback and lose interest.
Regulatory Sensitivity
Financial services firms operate under strict regulations. Any tool that touches client data creates compliance questions. The safest approach is to never store that data in the first place.
Que Hace Mika para Financial Advisors
24/7 prospect engagement
Mika answers questions about your services, investment minimums, fee structure, and areas of expertise. Prospects get answers when they are thinking about their finances.
Zero-storage privacy
Social Security Numbers, account numbers, and other financial PII are redacted before AI processing. No conversations stored. Encrypted notifications with 2-hour expiry.
Prospect qualification
Mika asks about investment goals, timeline, and assets under management. Qualified prospects are captured with context so your team can prepare for the first call.
Service information
Mika explains your services (retirement planning, tax strategy, estate planning, wealth management) and helps prospects understand if you are a fit before they call.
Multilingual support
Mika responds in 8 languages automatically. Financial planning is stressful enough without a language barrier.
Compliance-safe guardrails
Mika never provides investment advice, tax recommendations, or market predictions. It shares information about your firm and connects prospects with your team for specifics.
Preguntas Reales de Sus Clientes
"What is your minimum investment amount?"
A prospect comparing advisors gets a direct answer at 10pm. Mika qualifies their interest and captures their info for a discovery call.
"Do you work with small business owners on retirement plans?"
Mika confirms your 401(k) and SEP-IRA services, explains the general process, and captures the business owner's info for a consultation.
"I just inherited money and do not know what to do with it."
Mika acknowledges the situation with empathy, explains your estate and inheritance planning services, and offers to connect them with your team. No financial advice given.
"How are your fees structured?"
Transparency builds trust. Mika shares your fee structure (AUM-based, flat fee, hourly) so prospects know what to expect before the first meeting.
"Can you help me with tax planning and investment management together?"
Mika explains your comprehensive planning approach, lists the specific services you offer, and captures their info for a holistic financial review.
"Do you specialize in working with doctors and medical professionals?"
If you serve a niche, Mika communicates that specialization clearly. Niche-specific messaging converts better than generic financial advisor copy.
Financial Advisors: Antes y Despues de Mika
Why Financial Advisors Need a Privacy-First Website Assistant
Financial advisors know that trust is built before the first meeting. A prospect who visits your website at 9pm is making a judgment about your firm. If your site cannot answer basic questions about your services, minimums, and approach, they will find an advisor whose site can.
But financial services create a unique tension. The same tool that helps you respond faster also touches sensitive financial data. Prospects share account balances, Social Security Numbers, and tax details in the course of asking questions. Standard chat widgets store all of this in external databases, creating compliance exposure.
Mika's Zero-Storage Privacy Mode eliminates that tension. It responds to prospects around the clock and stores nothing. SSNs and account numbers are redacted before reaching any AI model. Conversations exist only in the browser and disappear when the tab closes. Lead notifications are encrypted with 2-hour expiry.
For financial advisors, Mika means engaging prospects at the moment of interest without creating data liability. Respond faster, qualify better, and never store a single piece of sensitive financial information.
Preguntas Frecuentes
Does Mika provide financial advice?
No. Mika shares general information about your firm, services, fee structure, and process. It never provides investment advice, tax recommendations, market predictions, or account-specific guidance.
How does zero-storage privacy protect financial data?
When privacy mode is enabled, no conversations or client data are stored in any database. SSNs, account numbers, and other PII are redacted before reaching any AI model. Lead notifications use encrypted links with 2-hour expiry and separate SMS PINs.
Is this compliant with GLBA and state privacy regulations?
Mika's zero-storage mode ensures no client financial data persists on our servers. Combined with encryption in transit, data isolation per firm, and configurable compliance disclaimers, Mika is built for regulated industries. We recommend consulting your compliance officer for firm-specific requirements.
Can Mika qualify prospects before they reach my team?
Yes. Mika can ask about investment goals, timeline, assets, and what they are looking for in an advisor. Your team receives qualified leads with context, reducing time spent on non-fit discovery calls.
Does Mika integrate with my CRM?
Mika does not integrate directly with financial CRMs. Lead notifications are delivered via email with encrypted links. Your team manually enters qualified prospects into your CRM, maintaining control over what data enters your systems.
What plan do I need for a financial advisory firm?
Zero-Storage Privacy Mode is available on the Standard Pro plan at $49.99 per month. It includes unlimited messages, lead capture, and privacy mode enabled during onboarding.
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Ver masEngage Prospects Without Storing Their Financial Data
See how Mika handles financial conversations with zero-storage privacy. Try the demo on your firm's website.
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