Xylo AI

About Xylo AI

Xylo AI is client-intelligence software for registered investment advisors, built on the premise that the signal an advisory practice needs is already sitting in its own client communications. It syncs CRM records, email, call summaries and compliant texting, then processes that material into behavioural insight rather than another dashboard of activity counts. Three surfaces do the work. HeartKey builds a 360-degree profile per client covering communication style and tone preference, optimal engagement timing and frequency, tracked interests and priorities, and a relationship-health signal. Watchdog raises real-time alerts on client risks and opportunities — referral signals, emerging concerns, incremental AUM opportunities — against triggers the firm configures itself. Top Actions turns all of that into a prioritised, context-aware task list, and can draft communications in the advisor's own style using adaptive personas. The framing throughout is the specific failure mode of a growing book: each new client adds surface area, and the personal touch that won them degrades as headcount does not. Rather than pitching general-purpose AI, Xylo targets the compliance-shaped subset of wealth management where email and texting are already retained and analysable. Pricing is per full seat with a demo-led sales motion rather than self-serve checkout, and the site lists integration partners across the advisory tech stack so the capture step does not require replacing an existing CRM. The published customer outcomes are framed as practice metrics — close rate, referral volume, client churn and administrative load — rather than as model benchmarks.

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