Xylo AI

Xylo AI is a client engagement and intelligence platform designed for Registered Investment Advisors (RIAs) and financial advisors. It captures and processes natural client communications—such as CRM data, emails, and call summaries—to provide 360° behavioral insights, risk alerts, and actionable recommendations. Xylo automates data entry, builds prioritized task lists, and delivers context-aware guidance to help advisors grow referrals, enhance retention, and reduce administrative burdens. The platform bridges gaps in the advisor’s tech stack to make client management seamless and proactive.