Edweisser handles your client conversations. The advice stays with your advisers.
It answers product and account questions, captures grievances, and books meetings, at any volume and in the client's own language. Every interaction is logged and auditable. It runs in your own cloud environment, in the region you choose. Built for asset managers, banks, lenders and advisers.
Request a walkthrough →Capacity, without losing control.
Edweisser clears the routine client work that ties up your team, and keeps the firm in control of every conversation while it does. Four things change.
Up to the line, and no further.
Financial services separates informing from advising. Edweisser does the informing, the explaining, the capturing and the booking. The moment a case needs advice or a consequential decision, it hands to a person with the full context.
It describes a holding, explains a product, captures a grievance and books a meeting, and logs all of it. Advice, suitability and any consequential decision cross to a person, with the conversation and a next step attached. The boundary is the point. It is what lets a regulated firm put the system in front of clients.
It understands the goal.
Edweisser reads the goal in what the client says, works out the horizon and the risk that goal implies, and answers against that. No fixed script, and no product put in front of someone who has not asked for one.
No standard intake. Edweisser works from what the client says in the conversation itself. It reads the goal, explains what that kind of goal generally calls for, and does not build or store a client profile. Nothing is pushed unless the client asks, and any recommendation stays with an adviser.
A colleague for the desk.
Edweisser is a multi-agent system, not a single chatbot. Specialised agents work to one mandate, each with a defined job, coordinated so the conversation stays coherent, in memory and on the record. Seven of them arrive on day one.
One system, end to end.
Edweisser runs the entire client lifecycle, so the firm holds one view and one standard across it.
The same discipline, at a smaller scale.
For mutual fund distributors and advisers, Edweisser runs client conversations, account and portfolio queries, and transaction support on the channels clients already use, including WhatsApp, under the same line between informing and advising.
Every conversation, on the record.
Each conversation settles into a structured record the firm owns, and can read back.
Each conversation Edweisser handles settles into the record: the decision, the reasoning behind it, and the point a person was brought in, with a timestamp and attribution. The conversation itself is processed transiently and not retained. What stays is an audit trail.
Runs where you need it.
Edweisser is built for firms that cannot let client data leave their control. The deployment and the data handling are settled before anything goes live.
Worth asking.
Why Edweisser rather than a general AI assistant?
It is a governed multi-agent system, built for the desk.
A general model retrieves and answers from one prompt. Edweisser is a coordinated set of specialised agents that runs the client conversation inside a regulatory boundary, holds context in memory, captures grievances, books meetings, logs everything with its reasoning, and hands consequential cases to a person. It is engineered for regulated client work, not open chat.
Where does it run, and where does our data sit?
In your own cloud.
It runs in your own cloud environment, in the region you choose, and interfaces with your systems through APIs. Conversations are processed transiently and not retained by us, encrypted in transit and at rest wherever stored, and no client data trains a model. Mitochondria is ISO 27001:2022 certified, with a DPA aligned to GDPR, UK GDPR and DPDP.
Can it give financial advice?
No, by design.
It informs, educates and facilitates. It does not recommend, predict returns or nudge. The boundary is built into the reasoning layer before any client is spoken to.
What happens when it does not know something?
It hands over.
It says so plainly, offers a person, and routes the case on with context rather than guessing or inventing an answer.
How does it stay within regulation?
The boundary is set before go-live.
It describes rather than advises, logs every interaction with its reasoning, and escalates consequential cases. It is designed to operate within the FCA regime in the UK, the EU frameworks across Europe, and SEBI, AMFI and RBI in India.
What does it cost?
Structured around the engagement, not per seat.
The figure depends on the deployment and the depth you want. We set it out on the walkthrough.
Built on the same layer.
The agentic system behind Edweisser also runs these two.