Gordon Watson
Former CEO APAC & Africa
Hupo AI’s $10M Series A led by DST Global Partners ›
50+
banks and insurers
24
markets
200,000+
advisors served
Guided by former leaders from Tier 1 institutions.
Solmaz Altin
Former CEO APAC
Sushmita Munshi
Former Chief Commercial Officer
Sally O’Hara
Former CEO Southeast Asia & Korea
HUPO’S IMPACT
Contract value expansion
Within their first six months of use
Increase in conversion
Across multiple workflows, from cold outreach to objection handling.
Increase in average active ratio
Through scalable training optimizations
Decrease in time to first sale
Through AI training and onboarding development
THE PLATFORM
BEFORE
Reach & qualify
Agentic AI reaches, qualifies and re-engages leads at scale.
BEFORE
Ready the advisor
AI Roleplay and pre-meeting intelligence ramp advisors faster.
DURING
Support live
In-call guidance lifts conversion and reclaims selling time.
AFTER
Understand
The how and why behind a sale, not just the what.
Underneath it all: the Advisory Gold Standard
Your proprietary picture of what the best wealth and insurance advice looks like, built from real conversations rather than public documents. Every stage draws on it, and it gets richer the longer you run Hupo.
PRODUCTS
AI ROLEPLAY
Practice and certify before going live
Reps converse with AI customer personas, face real objections from your own objection bank, and are scored against your scorecard, including the compliance items that have to happen every time.
AI CHAT
Answers from your own top performers
Every answer traces back to your material and cites its source: the institution’s own best practice, never generic advice.
AI REALTIME
Support while the call is live
Factual corrections, disclosure reminders and objection rebuttals as the conversation happens. Then every call becomes an automated quality check.
AGENTIC AI
Reach and qualify at scale
Understands messy real speech, says only what compliance approved, and classifies every call into a defined outcome before routing it to your team.
MANAGER PORTAL
Not just what they sold, but how and why
Skill gaps, what your top performers do differently, and compliance across the team, with a route straight back into targeted practice.
CUSTOMER TESTIMONIALS
AI today requires both a deep understanding of our business and industry as well as the ability to move at lightspeed. Hupo is world-class at both, and drives real business change in the process.
Sonjoy Phukan
Chief Transformation Officer, Wealth & Insurance
Hupo stood out because they understood our frontline reality: how sellers sell, how they’re trained, and what actually scales. That’s why we were confident going live across multiple markets quickly.
Arjan Wes
Regional Chief Commercial Officer
+2.6×
improvement in sales call conversion rates
“Hupo was able to drive real impact in our sellers’ ability to close and generate opportunities. We look forward to working with them on a number of new projects at a significantly larger scale in the near term.”
+15%
higher product penetration rate
Quoted above by Arjan Wes, Regional Chief Commercial Officer.
+51%
improvement in sales positioning and product readiness
“Hupo has given us meaningful increase in productivity of sellers. Their client management is great and the team is very attentive to our needs.”
WHY US
Product knowledge and familiarization
Needs discovery
Objection handling
Compliance communication
Negotiation
Industry depth
The actual rules your advisors work under, encoded market by market. Disclosure requirements are stored as structured records per jurisdiction, not generated by a model.
MAS FAA · FCA COBS · Reg BI · SFC/IA
Integration depth
Hupo connects into the CRM, the learning system, the contact-center stack, the recording infrastructure and the advisor’s mobile app. Every connection makes the platform harder to remove.
CRM · learning system · contact center · recording · mobile
Your own gold standard
For enterprise clients the corpus is built from your top performers and stays yours. The loop from post-call to pre-meeting to in-call keeps feeding it.
post-call → pre-meeting → in-call → back again
Enterprise-grade security
SOC2 (Type 2) Attested
GDPR Compliant
Full encryption
On premise & Cloud
INVESTORS
Trusted by leading investors
Hupo AI is backed by investors with deep experience across financial and professional services.
FEATURED IN
INVESTORS
GLOBAL PRESENCE
Trusted by enterprises across major financial centers
Hupo operates where our customers sell. Teams across Asia-Pacific, North America and Europe support banking, financial services and insurance leaders in the markets they run in.
In-region teams
People across Asia-Pacific, North America and Europe, so implementation and support run inside your working day.
Multi-market rollouts
Customers go live in several markets at once, on one platform with one set of controls.
On premise or cloud
Deployed to match where each market requires your data to sit.
BOOK A DEMO
Start with a conversation
Thirty minutes with our team. You see the platform as it runs today, we learn how you distribute, and together we work out what Hupo looks like for your business.
A look at our ecosystem, from first contact to post-call intelligence
We talk through your markets, your systems and what compliance requires
Hear how our customers have embedded Hupo across their whole distribution cycle
From there, we shape a pilot around your business.
“Hupo stood out because they understood our frontline reality: how sellers sell, how they’re trained, and what actually scales.”
Arjan Wes
Regional Chief Commercial Officer, AXA
We reply within one working day.