Solution introduction

The Turnkey, Inbound Marketing Solution for Financial Advisors

Everything you need to connect with clients and prospects across channels in one beautiful app

Customized content your audiences crave
Select from 500+ unique articles, infographics, videos or campaigns in the Lead Pilot content library, or upload your own original pieces.

  • Completely customizable content
  • Easily target your niche or local area
  • All content is hand crafted in-house

Create a scroll-stopping social media presence
Easily create, customize, and deploy social media posts with a single click. Stay top of mind by always being in your prospects’ feeds.

  • Schedule everything in advance
  • Deploy automated campaigns and posts
  • Archived for compliance

Turn clicks into clients with branded landing pages
Quickly and easily launch professional, beautifully designed high-converting landing pages in a matter of minutes.

  • Easily add and customize calls-to-action and lead capture forms
  • Convert traffic to leads
  • Customized to your brand in a few clicks

Send hyper-personalized email campaigns
Segment your audience into dynamic groups to send hyper-personalized messages they’ll be more likely to read and act on.

  • Modify styles to match your brand
  • Automatic archiving
  • Send immediately or schedule emails at the optimal time

Capture and qualify leads. Then uncover intel on who they are
Fueled by AI, Lead Pilot first qualifies your leads and then provides information on them such as job history, location, age, contact info and more.

  • Identify your most engaged leads
  • Get detailed profiles on prospects
  • Integrated with top CRMs

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.