AI Chatbot
Your Always-On, Compliance-Aware Digital Associate
Azella AI's Firm Assistant answers prospect questions using your published content, guides visitors through scripted workflows, and captures leads without giving personalized financial advice. It knows what to say and, more importantly, what not to say.
Regulatory Safeguards
Built to Refuse What It Shouldn't Answer
- Won't give personalized recommendations, performance predictions, or tax/legal advice
- Declines gracefully and offers to connect the visitor with your team
- Every conversation logged for your records
Guided Conversations
Four Workflows That Turn Curiosity Into Action
- Explore Services: links to your service pages
- Get Started: walks visitors through enrollment
- Talk to Team: connects them by phone, email, or calendar
- Find a Document: surfaces your Form ADV, CRS, or Privacy Policy
Grounded in Your Content
Answers Backed by Your Published Pages
- Learns from your website content, team bios, and firm details
- Every answer includes source links
- If it doesn't know, it says so and hands off to your team
Fully Customizable
A Chatbot That Looks Like It Belongs on Your Site
- Match your brand colors, logo, and style
- Choose launcher style, panel design, and size
- Name the assistant whatever you want
More on the platform
Explore more.
Website
A modern site designed to grow your practice — with 25+ templates and a visual editor.
Learn moreLead Generation
Interactive financial tools that capture qualified prospects with full consent tracking.
Learn moreContent & SEO
AI-assisted blog drafting, scheduled publishing, and built-in newsletter delivery.
Learn moreCompliance
AI scanning, approval workflows, audit trails, and centralized document management.
Learn moreAnalytics
Unified insights across traffic, leads, newsletters, chatbot, and compliance.
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