Client communication for advisors and brokers, with nothing left to memory
Advisors and brokers manage books of named relationships where silence is a risk and a missed promise is a liability. Sektra keeps both visible, across email and WhatsApp, in a record that stands up to review.
A book of clients produces a steady stream of requests, documents and confirmations, and each one carries an obligation. The client who usually checks in monthly and has not for seven weeks matters as much as the one writing today.
Sektra reads the history behind every relationship, keeps commitments and open questions per client, and scores incoming mail by consequence rather than arrival time. WhatsApp conversations, where many clients actually write, sit in the same inbox with the same memory.
Everything the assistant records is traceable to the message it came from, which is what a compliance review asks for and what a handover needs.
Rhythm is learned per client, so a change stands out without anyone counting days.
Requests that are still open stay on the list, with the date they were made.
Collision detection and ownership rules keep one voice per client.
How Sektra fits
Email and WhatsApp in one record
Clients write where they are comfortable. The memory is the same either way.
Commitments with dates
Every promise made in either direction, tracked until it is kept.
Cited answers
Ask the assistant what was agreed and get the answer with the source thread.
Security posture
OAuth-only access, encryption in transit and at rest, never used for training, and deletion within 30 days of leaving.