aiyomo - 2026 Pricing, Features, Reviews & Alternatives

aiyomo is a cloud-based, browser-based B2B SaaS platform built for insurance brokers, financial advisors, pension consultants, fee-based advisors (Honorarberater), and investment product intermediaries (Finanzanlagenvermittler) operating in the German-speaking insurance and financial services market. The platform consolidates CRM, client records, contracts, occupational pension management (bAV), sales pipeline tracking, omnichannel communication, telephony, task management, document storage, and workflow automation onto a single shared data record, eliminating the need for parallel use of separate broker management software, email clients, spreadsheets, and file storage tools. Each client organization receives a dedicated tenant workspace, and onboarding is conducted directly with the vendor rather than through self-service setup.

aiyomo covers the full advisory workflow across private, corporate, and employee client segments. The omnichannel inbox unifies email (Microsoft 365 and Google Workspace), WhatsApp, Signal, SMS, and internal notes in a single view, with every message linked to the corresponding client record. Telephony includes click-to-call, inbound routing, and an AI voice agent for inbound and outbound calls. The sales pipeline tracks applications in Bewertungseinheiten (BE) and euro levels across the full lifecycle from open to committed to booked, with weekly targets, commission splits, and forecast views. The dedicated bAV module includes an employer portal, Versorgungsordnung as structured data, 19 employee event types, payroll handover in CSV, Excel, and PDF formats, a cross-selling compliance check, and four configurable portal roles. A no-code if-then workflow engine, role-based access control with approximately 40 granular permissions, OAuth, Passkey, two-factor authentication, encryption, and a full audit trail on all actions support regulated advisory practice and documentation requirements. AI capabilities include message classification across all incoming channels, an agentic chat assistant that prepares actions (drafting replies, creating tasks, updating records) subject to explicit user confirmation, a meeting agent that transcribes and summarizes Microsoft Teams and Zoom calls, AI-assisted PDF and form data extraction, and a firm-specific knowledge base that incorporates each broker's documented workflows and conventions into every AI request. Integrations include Microsoft Teams, Zoom, OneDrive, Google Drive, and Google Meet. The platform is aligned with ISO 27001 (not certified) and maintains a complete audit trail on all user actions.

aiyomo is suited to solo practitioners and multi-person brokerage firms. Firms can adopt the platform modularly, starting with the area of highest immediate need (CRM, bAV, or inbox) and expanding to additional modules over time. An optional managed back-office service allows the vendor to operate directly within the client's workspace.