Overview
Bilingual EN/AR Sharia-compliant portfolio advisor grounded in CMAs guidelines, live sukuk yields, and halal equity screener. Average onboarding time drops from 40 minutes to 7 minutes; AUM per advisor grows 2.8×.
The challenge
Wahed's advisors were spending over 40 minutes per new-client onboarding call collecting risk-tolerance answers, explaining Sharia-screening methodology, and manually looking up current sukuk yields from Reuters. This limited each advisor to 4–5 new clients per week, creating a growth ceiling. Clients with basic questions — 'Is this ETF halal?', 'What is the current profit rate on the sukuk?' — were consuming advisory time that should have been reserved for complex planning.
The solution
Lirevon built a pre-onboarding chatbot that guides prospects through a 10-question risk-profiling sequence in Arabic or English, produces a risk-tier classification, and pre-populates the advisor's CRM before the first call. A live sukuk and halal equity screener module — grounded on Kuwait CMA data and a curated Sharia-board fatwa corpus — allows clients to self-verify compliance before speaking to an advisor.
Outcomes
Client onboarding time fell from 40 minutes to 7 minutes, freeing 33 advisory minutes per new client
AUM managed per advisor grew 2.8× within the first quarter as advisors onboarded more clients per week
Self-service halal-screening queries handled by the bot: 1,400 in the first 60 days
Client satisfaction NPS improved from 52 to 74 within three months of launch
Key metrics
Tech stack
Services
Client testimonial
“Clients arrive at their first call already knowing their risk profile and which funds are Sharia-compliant. The advisor can spend the whole session on actual planning.”
— أ. جاسم المطيري، رئيس قسم الاستثمار
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