AI Sales Automation for Financial Advisors
Morebookedmeetings. Lessadminbetweenthem.
AI that follows up every referral and seminar lead, books intro meetings, collects onboarding paperwork through your secure portal and schedules annual reviews, all reviewed by your compliance process.
Not ready to talk? Score yourself in 2 minutes
- Tuesday eveningA couple attends your retirement planning seminar and leaves their details.
- WednesdayThey get a thank-you with the slides and a link to book an intro meeting.
- +1 weekA follow-up with a short planning checklist. They book a meeting.
- Before the meetingReminder plus a short questionnaire about goals and timing.
- OnboardingSecure portal link with a document checklist and reminders until everything is in.
- Wealthbox
- Redtail
- Salesforce Financial Services Cloud
- Practifi
- Calendly
- Secure client portals
- Wealthbox
- Redtail
- Salesforce Financial Services Cloud
- Practifi
- Calendly
- Secure client portals
Sound familiar?
The leak01 / 03
01
Leads don’t get followed up
Seminar attendees, referrals and website inquiries get one call. If the timing is wrong, they never hear from you again.
The leak02 / 03
02
Onboarding paperwork drags
Account forms, ID and statements take weeks to collect, and every reminder is a manual email from someone on your team.
The leak03 / 03
03
Reviews and referrals slip
Annual reviews get pushed back when the calendar fills up, and that’s exactly where referrals usually come from.
Workflows for Financial Advisors
Each one runs on the software you already use, or as custom code you own.
Lead follow-up and intro meetings
Every inquiry, referral and seminar attendee gets a prompt reply and a link to book an intro meeting, plus a few planned follow-ups.
Meeting prep and reminders
Prospects get reminders and a short questionnaire before the meeting, so the first conversation is about them, not forms.
Onboarding document collection
New clients get a checklist and secure portal link, with reminders for anything outstanding. Nothing sensitive goes over email or text.
Annual reviews and referral prompts
Reviews get scheduled automatically, and happy clients get a simple, compliant way to introduce friends and family.
Advisor and associate practice
AI roleplay for fee conversations and objections like “I can do this myself”, so associates can run first meetings with confidence.
See how each workflow works
One lead, start to finish.
An example journey. Timing and messages are set up around how your business works.
- Tuesday eveningA couple attends your retirement planning seminar and leaves their details.
- WednesdayThey get a thank-you with the slides and a link to book an intro meeting.
- +1 weekA follow-up with a short planning checklist. They book a meeting.
- Before the meetingReminder plus a short questionnaire about goals and timing.
- OnboardingSecure portal link with a document checklist and reminders until everything is in.
- Every yearAnnual review booked automatically, with a simple referral note afterwards.
No new software to learn.
We build on the tools you already pay for and connect the places your leads already come from. Need something they can’t do? We custom-build it, and you own the code.
Software6 tools
- Wealthbox
- Redtail
- Salesforce Financial Services Cloud
- Practifi
- Calendly
- Secure client portals
Lead sourcesEvery one answered
- Referrals
- Seminars and webinars
- Website forms
- Centers of influence (CPAs, attorneys)
- Lead services
They’re promising Q4. We ship Thursday.
- 01
Free audit
A 15-minute call. We map where your leads and quotes leak today.
- 02
We build it
No six-month project. We ship your first workflow fast, on your existing tools or as custom code you own.
- 03
Runs every month
We watch the numbers and keep improving it. You keep the jobs.
Questions from Financial Advisors
01Does the AI give financial advice?
No. It handles scheduling, reminders and routine questions about your process. All advice comes from you and your licensed team.
02How does this fit our compliance process?
Message templates are approved by your compliance team before anything goes live, and communications are logged so they can be archived and reviewed.
03Does it work with Wealthbox or Redtail?
Yes. Contacts, meetings and tasks stay in your CRM. We add the follow-ups, reminders and review scheduling on top.
04How is client data protected?
Sensitive documents are only ever requested through your secure portal. Reminders link to the portal and never ask clients to email or text personal information.
05Do I own what you build?
Yes. If we build on your existing tools, the workflows live in your own accounts. If we custom-build, the code lives in your own repository and is yours to keep, and you can change it later yourself with AI coding tools like Claude Code or ChatGPT.
Your team does the selling. AI does the chasing.