Vertex Alliance × Sythe AI
Built for Kenneth

A private-banker-grade intake desk that never sleeps, in seven languages.

Vertex Concierge greets every HNW visitor in their own language, walks them through a discreet MIIP / MRVP eligibility conversation, and hands Kenneth...

Vertex Concierge
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What we found on your site
http://www.vertexalliance.com
Vertex Alliance website

Manual eligibility triage for cross-border HNW prospects

Vertex Alliance is an accredited MIIP and MRVP agent (License 192) running roadshows across Asia and Europe. Every inbound HNW family — sourced through conferences, intermediaries, or referrals — needs a bespoke pre-qualification before Kenneth's team can quote: net worth tier, source-of-funds defensibility, country-of-origin restrictions, dependants, tax-residence interactions, real-estate vs. contribution route. With a 0–25 person team promising 'handholding every unique client in a unique manner', that diagnostic conversation currently happens partner-side, in English, during Malta business hours. A Mandarin-speaking family in Shanghai who lands on the site at 22:00 CET either waits 36 hours for a callback or churns to a competing licensed agent.

Source
"We understand that our clients are unique, with every individual bringing along a wealth of international, personal and multifaceted circumstances. Subsequently, our approach is to handhold every unique client in a unique manner and providing unique solutions."
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Vertex Concierge
AI intake agent
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Qualification dossier
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the qualification profile
Full version syncs to your CRM

Want this running on Vertex?

Reply "send me the full build spec" and I'll send the implementation plan.

— Juli, Sythe AI