Institutional Digital Relationship InfrastructureDeploy Digital Relationship Managers
Deploy Digital Relationship Managers
for complex buyer conversations.
Clientra AI helps companies qualify visitors, explain complex products, handle objections, and route high-intent conversations to the right next step.
2 days
to launch a pilot
0 to 100
qualification scoring
24/7
relationship coverage
Live preview
Meet Maya, your Digital Relationship Manager
Ready
Maya
Digital Relationship Manager at Northbridge Asset Management
Hi, I’m Maya at Northbridge Asset Management. I can help you explore tokenized funds, investor onboarding, reporting, custody coordination, and distribution workflows. What would you like to discuss?
We are exploring tokenized funds for qualified investors. Can you explain how onboarding would work?
I can walk you through the typical onboarding flow, including investor type, jurisdiction, eligibility, documentation, and routing to the right team. Which market are you focused on first?
Next action: qualify interest→
Ask Maya a question
Built for complex B2B teams in
FintechDigital assetsTokenizationWealthtechEnterprise SaaSStrategic advisoryInstitutional services
Conversations
2,847
+18% this month
Qualified leads
412
Score ≥ 80
Booked calls
78
Pipeline value €1.2M
The problem
Most B2B websites lose qualified visitors.
Buyers cannot get instant, accurate answers about complex products. Contact forms are slow. Chatbots are generic. Sales teams cannot respond fast enough to high-intent visitors.
The result is a quiet pipeline leak. Qualified buyers arrive, browse, and leave without a conversation that moves the deal forward.
The solution
A Digital Relationship Manager trained on your business.
Clientra AI deploys a Digital Relationship Manager trained on your product, ideal customer profile, objections, case studies, guardrails, and qualification flow.
How it works
Four steps to a qualified sales channel.
01
Train
Train the agent on approved company knowledge.
02
Embed
Embed it on your website with a single iframe.
03
Qualify
Qualify and educate visitors in real time.
04
Convert
Capture leads and book calls automatically.
Features
Everything your sales motion needs.
AI buyer qualification
Identify visitor type, fit, and intent in real time.
Product Q&A
Answer complex product questions using approved knowledge only.
Objection handling
Respond to pricing, trust, and technical objections with vetted responses.
Lead capture
Capture details naturally in the flow of the conversation.
Lead scoring
Score every conversation from 0 to 100 across role, fit, urgency, and budget.
Booking CTA
Surface a booking link only to qualified visitors.
Conversation summaries
Get a concise summary, detected use case, and next action.
Admin knowledge base
Approve every fact the agent can use.
Compliance guardrails
Block legal, tax, investment, and performance claims.
Turn your website into a qualified sales channel.
Launch a pilot in 2 days. Set up, knowledge training, install, and optimization included.