💼 CFFO Platform

AI-Powered Financial Client Conversion & Engagement

💬 For Clients

Have a conversation with our AI agent about your financial needs and challenges. Get personalized recommendations from CFFO expertise.

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📊 For Admins

View all client profiles, engagement metrics, LTV scores, and lead segmentation. Export data and manage outreach campaigns.

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Platform Features

✅ AI-Powered Chat

Real-time conversations with CFFO-trained financial AI agent

✅ Auto-Save & History

Chat automatically saved every 3 messages or 5 minutes

✅ LTV Scoring

Automatic client value segmentation based on revenue and engagement

✅ Lead Pipeline

AI-generated outreach every 30 minutes for high-LTV leads

✅ Admin Analytics

Real-time dashboards with CSV export and filtering

✅ Compliance Ready

CCPA/GDPR compliant with audit logs and encryption