For wealth platforms, alt-invest managers & digital brokerages

Five percent of your users are active. The other ninety-five are a growth lever.

An agentic voice AI that runs dormant-investor reactivation, RM augmentation, capital-call follow-up, new-fund campaigns and multilingual investor comms end to end, in your firm's name, with MiFID II and GDPR-ready logging.

Built in Berlin · GDPR-native · MiFID II-aware · 20+ languages · Works with your CRM

You didn't build a wealth platform so your RMs could spend a third of their week on reminder calls.

Every wealth, alt-invest and digital-brokerage platform in Europe is running the same arithmetic. A few thousand active investors. Tens of thousands of registered members who signed up, showed interest, and drifted. RMs who spend significant time on routine work: quarterly updates, capital-call follow-ups, scheduling, suitability reminders, availability pings.

The dormant cohort is the quietest revenue leak. At a five- to six-figure average ticket, even a one to two percent reactivation run is a seven-figure AUM line with near-zero acquisition cost. Most firms know this. Most firms also know their RM model cannot scale into it without adding headcount nobody wants to add.

The same math runs on the other side of the platform. Capital-call compliance windows of 7 to 10 days create operational drag when they land across a thousand LPs in twenty countries. New-fund launches need targeted outreach to the subset of investors whose mandate fits, fast, in the right language.

Hiring more RMs does not fix this. Neither does a call centre at forty to eighty euros an hour.

The routine layer, handled. Your RMs where they belong.

No-code, agentic voice AI built for the people who run investor communication, not for engineers. Describe the campaign in plain English, connect a CRM or upload a CSV, and the voice agent starts calling. Real conversations with natural cadence, interruption handling, and full context on the investor's existing positions. Your RMs stop being a phone queue and start being the judgment layer on top of one.

Fast

Campaign live in 15 minutes. First calls going out the same afternoon. No implementation project, no six-week onboarding.

Flexible

Ramp up for a fund launch or quarter-end capital-call window, down for the quiet weeks. Pay for conversations that actually happen. No headcount commitment, no call-centre SLA games.

Cost-efficient

€0.23 per minute. A fraction of fully loaded RM cost or outsourced call-centre rates (€40–€80/h plus setup fees in Europe).

Five use cases. Clean ROI in the first 30 days.

Five workflows where European wealth, alt-invest and brokerage teams burn the most RM time and leak the most AUM, and where agentic voice AI is already production-ready in 2026.

Jump to:
Use case 01

Dormant Investor Reactivation

Ran Nexora across forty thousand dormant members in one quarter. 2.1% reactivated into a funded, compliant account. AUM moved by a number we used to need two fund launches to generate.

What it replaces

The 70,000+ registered members who never converted to active investors. The HNW client who completed onboarding and then went silent. The trader who funded an account, placed two trades, and drifted. The LP who passed on the last three fund launches without ever being asked why.

What Nexora does

Identifies dormant users from your CRM or a segment list (no activity in 12 months, onboarding never completed, stalled mid-funnel). Calls with a warm, specific opener in the investor's preferred language. Handles the first-minute objections. Captures what changed, what the investor is looking for now, and routes qualified signals to the responsible RM inside your existing system, no new inbox.

What changes

A reactivation rate of one to three percent of the dormant cohort. At a €100K+ average ticket, that is meaningful AUM growth inside a single campaign. More importantly, the dormant base stops being a static number on a slide and starts compounding.

Use case 02

RM / Advisor Augmentation

Senior RMs used to carry 120 households. They now carry 180. The routine layer runs under them in the background. Client satisfaction is higher, not lower.

What it replaces

The third of every RM's week spent on structured routine calls. Quarterly performance check-ins. Capital-call confirmation chases. Scheduling. Suitability-refresh reminders. Fund-availability pings. All essential, none advisory.

What Nexora does

Runs the routine call layer in the RM's name, on the RM's schedule. Quarterly check-ins in the investor's language. Availability confirmations before advisory meetings. Suitability-refresh captures that feed back into the CRM. Surfaces anything that needs the RM: a client whose mandate just changed, a client with a new liquidity event, a client who raised a concern the agent decided not to handle.

What changes

RM capacity goes up materially without hiring. The ratio of advisory hours to administrative hours flips. Client NPS holds or goes up, because the routine touches happen on time in every language, and the advisory conversations get the time they deserve.

Use case 03

Capital-Call Follow-Up

Our last capital call closed in four days instead of nine. Ops time on the call dropped by 60%. We redeployed that time to investor reporting, which is what the LPs actually care about.

What it replaces

The capital-call compliance window. 7–10 days, hundreds of LPs, twenty countries, and an ops team that spends the whole week on email chases, phone calls in the wrong language, and escalation spreadsheets. Non-compliance creates fund-level drag. Every quarter.

What Nexora does

Runs the reminder sequence across the full LP base in each investor's preferred language. Confirms receipt of the notice, captures intent, handles standard questions (“when does the wire need to land,” “what is the bank detail line for this fund”), and escalates to the ops team or the GP only when the conversation genuinely needs a human. Writes outcomes back into the CRM or capital-call tracker automatically.

What changes

Capital-call compliance timelines shrink. Ops burden drops. The fund operations team stops being a chase function and becomes an exception-handling function. GPs stop seeing the same compliance-drag pattern every quarter.

Use case 04

New-Fund & Offer Campaigns

Subscribed our last growth fund in six weeks instead of twelve. The RM team did less dialling, not more. The voice agent handled the front half of every conversation in the right language.

What it replaces

The launch window on a new fund or product tier. Marketing sends the email. 10% open it. 1% click. RMs get a list of “warm leads” three weeks later and call through them manually, by which point the fund is half-subscribed and the campaign window is effectively closed.

What Nexora does

Runs targeted outreach to the investor subset whose mandate fits the fund, in their language, during the launch window. Gauges interest, answers baseline questions (minimum, lock-up, fees, geography, strategy), captures suitability signals, books meetings with the investment team for the qualified subset. RMs walk into an already-warmed conversation, not a cold call.

What changes

Launch velocity goes up. Fund closes faster. RMs spend the launch window on the conversations that close, not on dialling. Marketing's attribution story becomes legible. LPs feel contacted, not mass-emailed.

Use case 05

Multilingual Scale Across Europe

Added three new markets in one year without proportional hiring. The investor experience in Stockholm and Milan is the same as in Frankfurt. We moved faster than the headcount plan allowed.

What it replaces

Either a local hire in every market, or a compromise on quality. Both cost you growth. Expanding from DACH into the Nordics, the Netherlands, France or Iberia means either a proportional headcount plan or a book that drifts because your investor comms default to English and your investors do not.

What Nexora does

Runs every use case above in 20+ languages natively. Same campaign design, same scripts, same compliance framing, different language model per conversation. Investor hears their language from the first second. Handover to a human RM happens in the same language. No second vendor, no per-market tooling, no separate team.

What changes

Country expansion stops being a headcount decision. Investor-comms quality stays high in every market. The unit economics of entering a new country get materially better, which changes which markets pass the board's investment threshold.

Agentic voice AI crossed the line for wealth and brokerage work in 2026.

Two years ago, voice AI was good enough for an IVR and not much else. Today it handles 5–10 minute structured conversations in twenty languages with natural cadence, interruption handling, and the judgment to escalate when an investor says something unusual. It speaks German, French, Italian, Spanish, Dutch, Swedish, Danish, Norwegian and English natively, with more languages added quarterly. It knows the difference between a fee question and a regulatory question, and it hands off cleanly when it needs to.

Dormant reactivation, RM augmentation, capital-call follow-up, fund-launch campaigns and multilingual investor touches sit exactly in the sweet spot of what this technology does well: structured, repeatable, factual, emotionally neutral. We leave the complex advisory conversations (mandate changes, grievances, anything that touches regulated suitability judgement) to human RMs, where they belong.

This is not a bet on the future. It is running in production today. The question for 2026 is not whether this technology works. It is which European wealth, alt-invest and digital-brokerage platforms adopt it first and build the operational advantage.

From zero to first call in one afternoon.

01

Describe the campaign in plain English.

“Call every investor in our German book whose last activity was more than twelve months ago, check whether anything has changed, and book the qualified ones into a fifteen-minute RM call.” No scripts, no coding.

02

Connect your data.

One-click connectors for common CRMs (HubSpot, Salesforce, custom mid-market wealth tools on request), or upload a CSV. Per-market deployments push outcomes into the specific RM or team inbox that owns the investor.

03

Review and launch.

The platform generates the conversation structure in every language you need. You review, adjust, approve. First calls go out within minutes.

04

Results flow back where you already work.

Transcripts, structured answers, mandate-change flags, suitability signals, qualified-meeting bookings, and next-step recommendations land in your CRM against the right RM. No new inbox. The RM sees a pre-qualified shortlist, not a row dump.

Built for Europe

GDPR-native. MiFID II-aware. Multilingual by default.

GDPR & data residency

Hosted in the EU. Full data processing agreements available. Investors are informed the call is AI-conducted and consent is recorded at the start of every conversation. Logs and transcripts retained per your policy, deletable on request.

MiFID II & BaFin

MiFID II-aligned suitability-refresh call flows. BaFin-aware disclosure scripts, with equivalent framings for FCA, AFM, FINMA and AMF territories adapted per jurisdiction. Nothing in the standard conversation constitutes regulated advice; anything approaching advisory is escalated to a human RM with full context.

Multilingual by default

Native conversations in English, German, French, Italian, Spanish, Dutch, Swedish, Danish, Norwegian, Polish and more, 20+ languages in total. More added quarterly. One platform across your entire European book, not seven vendors for seven language markets.

The numbers that land in your board deck.

1–3%dormant-investor reactivation rate across a 12-month-silent cohort in 90 days
~50%increase in effective RM capacity once the routine layer is off their plate
Up to 85%reduction in cost per outbound touch vs. outsourced call-centre rates
10 minfrom login to a live campaign sending calls

Every one of these is measurable inside the first 30 days of a pilot, on your own book, in your own CRM, with your own investors.

Built by operators with two fintech exits between them.

Nexora is a Berlin-based company running pilots across payments, sales education, subscription media and customer activation. Wealth, alt-invest and digital brokerage is a natural extension of the same core capability: structured, high-volume outbound that has to sound like a peer and feel compliant.

Dr. Philipp Götting

Dr. Philipp Götting

Two-time founder with successful exits. Led e-commerce and revenue at Lidl, Otto and Netto. Former CCO at DocMorris Germany (€1bn+ revenue). Deep DACH operator background.

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Robin Jose

Robin Jose

Two fintech exits: FinstarLabs (sold to 4finance, consumer lending) and Scorable (sold to BondIT, fixed-income analytics). Former Global Director of Data Science at Dell EMC. Former CDO at German insurance unicorn wefox (€600m+ revenue), ran the data and AI side of a multi-country retail-financial platform.

LinkedIn

See it run on your own book.

A 20-minute live demo on a use case you pick: dormant reactivation, RM augmentation, capital-call follow-up, fund launch or multilingual rollout. If there's a fit, we'll show you how a pilot on your CRM would look, how long it would take, and what it would cost. If not, you'll leave with a clearer view of where voice AI is and isn't ready for European wealth in 2026.

Live demo scoped to the use case most relevant to your book
Pilot walkthrough on your own CRM if there's a fit
No multi-year lock-in, no forced annual commitment

Book your 20-minute session

GDPR CompliantData hosted in EUNo sales cadences

We use your details only to schedule the demo and follow up. No newsletters, no list trades, no cold sales cadences.

Not ready for a full demo? Email ambition@nexoraagents.com with one line about your biggest investor-comms bottleneck. Expect a reply with a 3-minute Loom showing whether Nexora solves it.

Questions European wealth and brokerage leaders ask us first.

Yes. We disclose it at the start of every call and record consent. Investor feedback in our pilots has been consistently positive: the alternative is waiting a week or longer for an RM callback covering the same structured questions.

The agent immediately offers to schedule a human RM call instead. No pressure, no re-routing loops. This is a feature, not a bug: real signal for your advisor.

Calls run in your firm's name, in the RM's context, not as a competing channel. The RM owns every qualified signal the agent surfaces. The whole point is to protect share-of-wallet by keeping investors in active, timely contact, not to disintermediate.

Yes. Every call produces a structured record that meets MiFID II suitability-refresh documentation standards: date, topic, investor responses, escalations, and RM sign-off where required. BaFin-aware disclosure at call start, with equivalent framings for FCA, AFM, FINMA and AMF territories adapted per jurisdiction during pilot setup. EU hosting, GDPR DPA available.

Over 20, including every major European language. We add new languages quarterly based on pilot demand.

€0.23 per minute. No per-seat pricing. Pay for conversations that actually happen.

Pilots are structured so you see real results in 30 days on your own book. No multi-year lock-in, no forced annual commitment.

Your RMs will thank you. Your dormant cohort will compound. Your investors will notice.

ambition@nexoraagents.com