Growth systems built for advisory and wealth firms.
Most advisory practices already attract enough interest. What holds them back is the time it takes advisors to respond, screen and follow through. We design the intake and follow-up layer so new relationships no longer wait on a spare hour in someone's diary.
Where good prospects slip away from advisory firms
People moving a meaningful portfolio take the decision seriously, and they usually compare several firms at once. Whoever replies first with something useful tends to shape how the prospect judges everyone else.
In a typical practice, that reply waits for an advisor to come out of a meeting. The message sits, the call back happens later in the week, and the prospect has already had a proper conversation elsewhere. No one did anything wrong. There was simply nobody free at the right time.
- —Messages that arrive in the evening or during client meetings are stale by the time they are read
- —Discovery calls get booked with prospects who were never a match for the firm
- —Setting up annual reviews takes admin time away from winning new clients
- —Client referrals are mentioned in passing and often never followed through
- —Marketing is measured by enquiries because nobody can connect it to funded accounts
The system, configured for wealth management.
Everything is set up for a regulated practice. Prospects are screened before they reach an advisor's calendar, and every client-facing message is recorded and kept.
Screened, recorded intake
New enquiries by phone, web form or text get a prompt reply and are checked against the criteria your firm sets, such as assets, timing, planning need and location. Advisors receive a short brief on each prospect before the first call.
Nurture for long decision cycles
Choosing an advisor can take many months. Follow-up keeps your firm visible with relevant, useful content during that time and adapts to what each prospect reads, so the relationship is ready when they decide to act.
Hands-off review scheduling
Annual and semi-annual reviews are booked, confirmed and moved automatically. Preparation documents are gathered and sent before each meeting without staff chasing them.
Structured referral requests
The system spots good moments to ask happy clients for introductions and turns each one into a tracked request, so your best source of new assets no longer relies on memory.
Tracing marketing to funded accounts
Each enquiry is followed from its source to a funded account. You can see which channels bring in clients and which only bring in conversations, and plan spend accordingly.
Common deployments in wealth management
Advisory firms must meet recordkeeping and communication rules that off-the-shelf automation usually overlooks. We set systems up so every client-facing message is logged and can be retrieved, approval checkpoints sit wherever your compliance team wants them, and nothing is sent that the firm has not signed off. We work to your compliance requirements. We do not give compliance advice.
Questions wealth management firms ask us
Will automation talk to my clients without me knowing?
No. You decide where it runs and where it does not. Most firms use it for first response, scheduling and follow-up, and keep every advisory discussion with a person. Its purpose is to put a screened, briefed prospect in front of an advisor, not to stand in for one.
How does it fit with our compliance obligations?
Messages are stored and retrievable, and approval steps go wherever your compliance team asks. We configure the system to match your firm's rules, and your compliance team reviews it before launch. We follow your rules; we do not tell you what they should be.
Can it connect to the CRM we already use?
Yes. We build around your current CRM rather than moving you to a new one. If a platform truly cannot support what you need, we will tell you plainly, but switching systems is not where we start.
How long does setup take?
We usually roll out in stages. Intake and screening come first, since that is where missed opportunities are easiest to recover, followed by review scheduling and referral tracking. The order and scope are agreed during the diagnostic, before any build work begins.
Start with the diagnostic, not the software.
We map where revenue is actually leaking in your operation before anything is built. If the answer is not an AI system, we will tell you that.