Vahalla

Smarter CRM for Financial Advisors Powered by AI

Key Challenges

Scattered Tasks

Disconnected management systems lead to redundant work and errors.

Limited tracking

Tracking leads and investment status is difficult.

Slow workflows

Approval and transaction processes are manual, time-consuming

Why Our Platform

The All-in-One Platform The single platform that unifies everything for you

Customer
Team
Investment
Comunication

Key Features

Smart CRM & Investment Management

Merges smart CRM insights with comprehensive investment management tools to deliver superior, data-driven financial advisory.

  • Proposals & Plan

  • Asset Explorer

AI Assistant for RMs

AI assistant for RMs screens data, identifies investment opportunities, and provides critical client alerts.

  • Smart Search with AI

  • AI Assistant

Team & Task Collaboration Dashboard

Efficiently manage team tasks, easily assign and track statuses for seamless client service.

  • Task Card

  • Kanban Board

  • Upcoming Schedule

Omnichannel Communication

Engage clients across all channels from one unified platform, with all conversation history auto-synced to their profile.

  • Chat, Voice, Email, LINE

  • Audit Log

  • Advanced Data Encryption (End-to-End)

Compliance and Data Analytics

Robust governance (Compliance) paired with powerful data insights (Analytics).

Business Impact

Customer Satisfaction

Reduce data management time and approval processes with automation.

Increased Efficiency

Improved customer and investment tracking efficiency over previous systems

Reduced Management

Increase customer satisfaction with fast and transparent service helping RM team

Get Started with Valhalla Platform Today

Ready to take your financial organization to the next level with a platform designed specifically for the needs of financial institutions?