Jidoki OS — The Practice Engine for Singapore FAs

see it in action

Your AI assistant. Always on.

A new lead messages at 11pm. By the time you wake up, they’re qualified, booked, and briefed. No manual follow-up. No leads lost to a slow reply.

✓ Replies within 60 seconds, any time of day

✓ 3-question filter — only qualified leads reach your calendar

✓ Referral loop fires automatically after every closed deal

James Tan · Financial Advisor

WhatsApp Business

Jidoki

Hi, saw your post about retirement planning. Are you an FA?

11:47 PM

Jidoki · Instant Reply

Hi! I’m James’s assistant. Are you employed or self-employed?

11:47 PM

Employed. Around $7k/month.

11:48 PM

Jidoki · Booking

Got it! James has slots this week — Wed 7pm or Sat 10am. Which suits you?

11:48 PM

Wed 7pm works.

11:48 PM

✓ Booked! Wed 7pm with James. You’ll get a reminder the morning before.

11:49 PM

how it works

From signup to live
in under an hour.

Four steps. Pre-built for your market. Nothing to configure from scratch.

Your workspace auto-provisions in seconds. No sales call. No waiting. No 3-hour implementation call.

Complete the setup

15 minutes. Your name, calendar link, vertical. Everything else is pre-built and pre-configured.

Connect WhatsApp + CSV

Connect your WhatsApp Business Account and upload your existing client list. Done.

Go live

All four engines activate. Capture, Convert, Care, Compound — running automatically from day one.

product demo

A real Singapore FA workspace.

▶

[ ONBOARDING JOURNEY · 1:30 ]

Signup → wizard → WhatsApp → CSV → live.

▶

[ PRODUCT WALKTHROUGH · 3:00 ]

All 4 pillars in action. Practice Cockpit. Live conversations.

12 features · 4 pillars

One platform, pre-built for the Singapore market.

FA vertical and Insurance Consultant vertical — both included. Both configured. Both compliant.

⌂ Practice Workspace The desktop home. First screen on login.

Practice Cockpit

Your daily command centre. Meetings, follow-ups, hot leads, open conversations, and key client dates — one screen, nothing missed.

Replaces: Your spreadsheet, calendar, whiteboard, and gut-feel check-in.

▦ Capture Every lead, every channel, one inbox.

Universal Inbox

WhatsApp, Instagram, Facebook, web forms, QR scans, referral links — every lead channel feeds one pipeline.

Nothing falls through. Every lead enters the same way, regardless of where they came from.

Missed Call Text Back

Miss a call? The AI texts back within 60 seconds, qualifies the lead, and books them — before you’ve seen the notification.

Stops leads going to the next advisor on their list.

Hot Lead Radar

Scores every contact by engagement — replies, clicks, bookings, referrals. Your hottest leads rise to the top automatically.

You always know who to call first.

► Convert AI qualifies, books, and briefs you before every call.

AI Qualifier

A 3-question filter runs on every new lead. Qualified prospects get booked. Unqualified ones get nurtured — not dropped.

Only the right people reach your calendar.

Auto-Booking + Reminders

Books into your calendar automatically. Multi-step WhatsApp and email reminders. No-shows get a rebook message within the hour.

More shows. Fewer cold leads.

AI Pre-Call Brief

30 minutes before every meeting, you get a WhatsApp brief — lead’s goal, financial context, source, and touchpoint history.

Walk in prepared. Every time.

❤ Care Your clients stay close, compliant, and serviced.

Lifecycle Engine

Automatically fires the right message at every milestone — renewals, anniversaries, life events, lapse windows, cross-sell moments. Set once, runs forever.

Nothing gets forgotten across a 20-year client relationship.

Client Concierge

Handles inbound client queries instantly — CPF, SRS, IRAS, insurer portals, claims process. Anything that needs you gets escalated immediately.

Stop being on call 24/7 for process questions.

Compliance Layer

11 guardrails built into every conversation — MAS FAA-N06, FAA-N16, PDPA, AI disclosure, sensitive-data handling. Singapore-counsel reviewed.

Audit-ready from day one.

◈ Compound Your book grows through your book.

Referral Capture Loop

Asks every closed client for a referral at the right moment — after a claim, an anniversary, a bonus. Name and number go straight into the pipeline and get qualified within the hour.

Your best channel, running automatically.

Dead Lead Flywheel

7 touchpoints over 12 months keeps cold leads warm. When one re-engages, the AI activates immediately — no waiting for the next scheduled message.

Pipeline from years ago still converts.

compliance

MAS-regulated market.
11 non-negotiable guardrails.

Built for advisors who expect an MAS audit and want to be ready for it.

✓ AI discloses itself on first message — FAA-N06 compliant
✓ No product recommendations, quotes, or policy comparisons
✓ Decision-shaped questions escalated to advisor immediately
✓ Claims & churn signals trigger a <5-min advisor alert
✓ PDPA-compliant unsubscribe on every outbound message
✓ AI never acts unilaterally — advisor reviews everything

Audit-ready by design

Every conversation logged. Every escalation recorded. Built for a market where the regulator reads the chat logs.

MAS FAA-N06

FAA-N16

PDPA

Counsel-reviewed

what advisors say

Real advisors.
Real results.

★★★★★

“I used to spend hours chasing leads on WhatsApp manually. Jidoki handles all of it now — the AI pre-call brief alone saves me 30 minutes before every meeting. I just show up prepared.”

Marcus Tan

Senior FA · Prudential Singapore

★★★★★

“My clients were messaging me at 11pm asking how to file claims or top up their CPF. Now the Concierge handles it instantly. I only see the messages that actually need me.”

Rachel Lim

Financial Advisor · AIA Singapore

★★★★★

“The compliance guardrails were the deciding factor for me. I needed something my firm’s compliance team would approve, and Jidoki was the only one that had a credible answer.”

Daniel Koh

Agency Manager · Great Eastern

pricing

One closed deal covers the cost.

Everything running from day one — leads, bookings, follow-ups, compliance.

Price Locked for Life

Jidoki OS · Grow (Beta)

S$149 / month

Full access. Both verticals. All 12 features. GST inclusive. This price is locked for the lifetime of your subscription — it never goes up when we move to Standard.

Practice Cockpit + all dashboards
Universal Inbox (WhatsApp, SMS, Web, FB, IG)
Missed Call Text Back & Hot Lead Radar
Multi-agent AI (router + 10 specialists)
Auto-booking, reminders & AI Pre-Call Brief
Lifecycle Engine (6 primitives)
Client Concierge — 140 process guides
Referral Capture Loop + Dead Lead Flywheel
11-guardrail compliance layer
FA + Insurance Consultant verticals

Join Beta — S$149/mo →

Save S$298 vs monthly

Jidoki OS · Grow (Beta — Annual)

S$1,490 / year

Annual plan. Everything in Grow Standard. For advisors who join after the beta window closes.

Everything in Grow Standard
Priority support
Early access to new features

Get Started — S$1,490/yr →

Need hands-on help? Optional setup assistance: S$500 one-time. Wizard, WhatsApp setup, CSV import — done with you.

A chatbot responds to messages. Jidoki runs your entire practice — qualifying leads, booking meetings, briefing you before calls, managing client lifecycles, capturing referrals, and re-engaging cold leads. It's a practice engine, not a chat widget.

Jidoki has 11 built-in guardrails reviewed by Singapore legal counsel — covering MAS FAA-N06, FAA-N16, PDPA, AI disclosure, and sensitive-data handling. Every conversation is logged and every escalation recorded. It was built specifically to pass compliance review.

Under an hour. Sign up, complete the 15-minute setup wizard, connect your WhatsApp Business Account, and upload your client CSV. All four engines activate automatically from day one.

No. The platform is pre-built and pre-configured for the Singapore FA and Insurance Consultant market. The setup wizard asks for your name, calendar link, and vertical — nothing else. If you want hands-on help, optional setup assistance is available for a one-time fee.

Jidoki discloses its AI nature on the first interaction — this is required under MAS FAA-N06 and is built into every conversation. Clients know they're speaking to your AI assistant. In practice, most clients appreciate the instant response.

Yes. Both verticals are included in every subscription at no extra cost. Each has its own pre-configured AI agents, knowledge library, and compliance settings tuned for that vertical.

All data is handled in compliance with Singapore's PDPA. Medical information is captured and escalated — never stored or echoed back. Every outbound message includes a PDPA-compliant unsubscribe option.

S$149/month (GST inclusive) is the beta price — locked for the lifetime of your subscription. When we move to Standard pricing at S$249/month, your rate never changes. No contract. Cancel anytime.

You handle closure.
We handle admin.

Your AI assistant. Always on.

From signup to live
in under an hour.

A real Singapore FA workspace.

One platform, pre-built for the Singapore market.

MAS-regulated market.
11 non-negotiable guardrails.

Audit-ready by design

Real advisors.
Real results.

One closed deal covers the cost.

Your leads aren’t going
to follow up themselves.

You handle closure.We handle admin.

Your AI assistant. Always on.

From signup to livein under an hour.

A real Singapore FA workspace.

One platform, pre-built for the Singapore market.

MAS-regulated market.11 non-negotiable guardrails.

Audit-ready by design

Real advisors.Real results.

One closed deal covers the cost.

Your leads aren’t goingto follow up themselves.

You handle closure.
We handle admin.

From signup to live
in under an hour.

MAS-regulated market.
11 non-negotiable guardrails.

Real advisors.
Real results.

Your leads aren’t going
to follow up themselves.