Financial Services · IVOKER

IVOKER for financial services firms

Use IVOKER to gather client documents, prepare review packets, and draft follow-ups for advisory and lending teams, with approval before anything is sent.

Discuss your situationAbout IVOKER

Client service in financial firms involves constant coordination, such as collecting statements and forms, preparing review meeting packets, following up on missing documents, and updating spreadsheets and systems. Advisers and loan officers spend hours on work that depends on context spread across email and files.

IVOKER is a private AI operator that carries that context between requests. It gathers the right documents from connected files and mail, prepares packets and drafts, and waits for a person to approve anything client-facing. Each firm's information is scoped to that firm.

Things to keep in mind

  • Confirm IVOKER's use against your firm's supervision and recordkeeping obligations.
  • Connect only the folders and mailboxes needed.
  • Keep approval on every client-facing message.

How it works

  1. Request the outcome

    For example, prepare review packets for next week's client meetings.

  2. IVOKER assembles

    It finds statements, notes, and prior summaries in connected files.

  3. Review and approve

    Advisers check and edit the packets and any outgoing messages.

  4. Build on prior work

    The next review starts from this one's context.

Frequently asked questions

Does IVOKER give financial advice?

No. It prepares material and drafts. Advice and decisions stay with your professionals.

How do we get access?

IVOKER is available to invited clients. Book a demo at ivoker.com.

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Talk through IVOKER for your business.

Tell us what needs to work better. We reply within one business day with a clear next step.

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