The AI sales & marketing assistant for financial advisory firms
POLLY helps your sales and marketing teams run campaigns, analyse contacts, and generate on-brand content across every channel — grounded in the documents your firm has approved.
Grounded in approved documents
POLLY answers from the term sheets, prospectuses and PRIIPs your firm has approved — via RAG, so content stays anchored to what compliance signed off. No fabricated product detail.
Every channel, one assistant
Reach contacts on web chat, Telegram, WhatsApp, email and social — all from one conversation with POLLY, without switching tools.
Real-time analytics
Track opens, replies and conversions across every channel. POLLY surfaces what's working and what to do next.
Campaign automation
Draft, schedule and follow up on campaigns across your audience. POLLY handles the busywork so your team focuses on relationships.
Document workflows
Submit, review and approve product documents with four-eye checks before anything ships. Approved content drives every campaign.
Natural-language interface
Just tell POLLY what you need — in chat, Telegram or WhatsApp. No dashboards to learn, no buttons to hunt for.