Compliant inbound at the speed your prospects expect.
Financial services prospects expect white-glove treatment — and compliance officers demand zero data risk. Cloop qualifies, routes, and books meetings in real time, with EU-only data residency and GDPR-compliant processes your compliance team will actually approve.
Speed and compliance usually force a trade-off.
You want AI-powered qualification. Your compliance officer wants a 60-page risk assessment. Most AI tools can't survive the procurement review — US data flows, model training on customer data, no DPA, no audit trail. Cloop was architected for EU financial services from day one: data stays in Finland, AI never trains on your conversations, full DPA and audit logging. Pass review in one meeting, not six months.
Three things financial services firms get back immediately.
Compliance-first architecture
EU-only data residency (Helsinki, Finland). GDPR-compliant DPA. No AI training on customer data. ISO 27001-aligned processes. Your compliance officer gets every answer on day one.
Advisor-grade qualification
Financial services prospects expect informed conversations, not chatbot templates. Cloop asks persona-specific questions — HNW individuals versus SME treasurers versus CFOs — and routes to the right advisor with full context.
Audit trail, automatic
Every conversation, every intent signal, every booked meeting — fully logged and retained per your retention policy. Regulators satisfied, advisors armed.
The features that matter most to your firm.
Security → built for EU procurement
Full EU data residency. No Cloudflare, no US infra, no AI training on your data. Your CISO will nod, not redline.
Learn more →Qualify → advisor-grade intake
Persona-specific conversations for fintech buyers, wealth clients, treasury teams. Every lead qualified with regulatory-appropriate questions.
Learn more →Book → route by advisor specialization
Match inquiries to the right specialist — private banking, corporate finance, insurance, fintech advisory — by industry, size, and need.
Learn more →Sync → audit-ready CRM
Every conversation logged with timestamps, intent scores, and full transcript. Audit trail built in — not added on.
Learn more →What compliant AI qualification looks like with Cloop.
"Cloop is the first AI tool our compliance team approved in under a month. The EU-first architecture removed every concern they've flagged on previous vendors."
— COO, European wealth management firm
AI qualification your compliance team approves.
Book a demo. We'll walk through the compliance architecture and connect Cloop to your actual inbound flow.
Book a demo