| What it does | AI transition engine for wealth management that moves advisor books in days, not months
| AI debt collection software that scales teams, sharpens targeting, and outperforms agency-led models
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Contact for pricing
| Contact for pricing
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| Pricing | Meeting Assistant: Per-seat, free tier to start. Document Intelligence: Per-seat, pay for what you use, free tier to start. Client Onboarding: Per-seat for advisors, custom for firms. Enterprise contracts available for broker-dealers, custodians, and large RIAs tied to advisor and household volume.
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| Key features | - Automated document extraction from brokerage statements, tax forms, and equity compensation documents
- Pre-filled client forms reducing manual data entry
- Integration with Gmail, Outlook, Zoom, Teams, and Google Meet
- ROI modeling based on time-savings and retained AUM
- SOC 2 Type II compliance
| - Collection Intelligence: decisioning, journey design, and optimization for smarter collections
- Specialized AI agents coordinating decisions, conversations, and learning across seven specialist roles
- Omnichannel outreach via voice, SMS, email and chat
- Built-in compliance with FDCPA, TCPA, Reg F, HIPAA, SOC 2 Type II, PCI-DSS, UDAAP, HITECH
- Real-time propensity scoring and account intelligence
- Skip-tracing and contact recovery for unreachable accounts
- Performance coaching and quality management at scale
- Integration with CRMs, dialers, payment systems, and data sources
- Real-time performance insights and analytics
- Pre-call account scrubbing with DNC, bankruptcy, statute of limitations checks
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| What makes it different | - Move advisor books in days, not months
- Purpose-built by consultants, operators, and RIA founders moving billions in client assets
- Flexible pricing based on scope and usage, not per-seat licensing
- Proven case studies: $100M repapered zero NIGO, 411 accounts moved before noon, $400M moved in 9 days
- No use of customer data for AI model training
| - AI-native since 2016, a decade of head start on teams retrofitting AI today
- Performance-based contingency models that align incentives
- Compliance built into the core, not bolted on
- End-to-end ownership from integration to performance, fully automated and auditable
- Deep focus on collections recovery, not a generalist platform
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| Free plan | Not given
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| Open source | Not given
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| Platforms | Not given
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| Public API | Not given
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 19 ▼ −1 (down) since last check | 57 ● no change since last check |
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| Trust Flow (Majestic) | 25 | 12 |
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| Citation Flow (Majestic) | 25 | 27 |
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| Referring domains (Majestic) | 277 | 311 |
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FastTrackr AI
Skit.ai