IncomeMax Advisor "Max"
Empowering advice for agents and clients
The Challenge
AE Studio crafted "Max", a friendly AI chatbot that assists advisors by streamlining data collection while serving as a client-facing guide.
Client Testimonial
"Everyone at our org is joyous and buzzing. Max is already handling most of our customer support inquiries and has saved us a ton of time and money. Riteeka and the team are all geniuses and we love partnering with you."
Leigh Thompson, Director of Services, IncomeMax
The Result
Integrated with Salesforce and powered by a robust AI brain featuring goal-oriented LLMs and FAQ integration, Max delivers secure and efficient financial support with a warm, approachable touch.
Key Features
AI transparency clearly communicates Max's role and identity
Guided process sets expectations and improves user confidence
Professional yet approachable hyper-personalized responses foster trust, engagement, and openness
Secure data handling protects sensitive client information, essential when discussing vulnerable topics
Defined operational boundaries help manage user expectations and maintain accuracy
Advisor support manages inquiries, captures data, and guides users through structured questions to free staff to focus on higher-value interactions
Last updated: Dec 2025
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