Business introduction
AI Marketing Copilot for Financial Advisors
Grow your referrals with a funnel that improves your client conversion rate
We’re building the future of marketing technology for the modern RIA.
Here’s what advisors can do with our software:
- Automate initial data discovery with retirement-focussed lead magnets.
- Brand all our technology with your firm’s branding in a matter of minutes.
- Write AI enabled personalised content based on your firm’s unique expertise and compliance protocols.
- Improve your prospect-to-client conversion rate with marketing-first advice engagement technology.
- Continue the client engagement and follow-up process with a white-labelled communications app.
Wealth I/O Solutions
Advice Engagement
Uninterrupted Advisor-Client Interaction Enhance client relationships with FiN-Path web app for real-time communication, guiding them towards financial goals effectively. Insights and Alerts for Actionable Steps Utilize FiN-Path to extract vital insights and alerts from client financial data, empowering informed decisions and swift actions. Personalized Video Messaging Boost client engagement and app downloads with FiN-Path's unique......
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Advisor Cards
Personalized Video Messages Use video messages to foster trust and prompt effective call-to-action engagement. Custom Buttons Enhance client interactions with custom buttons on your digital business card, directing them to valuable resources and actions. Personalized Lock Screen Wallpaper with QR Code Stay memorable with personalized lock screen wallpapers featuring your QR code for easy access......
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AdvisorX AI
Personalization Customize AI profile with firm details, core offerings, tone, and target audience for clear business goals. Compliance Upload company-specific documents for AI analysis of compliance requirements and your unique value proposition. Real-Time Updates ChatGPT isn't updated with the latest regulatory requirements from FINRA and the SEC. Our AI is being updated in real-time. Content Generation Create......
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Lead Magnets
The FiN Experience The FiN Experience centers around the Financial Intelligence Number, a captivating retirement calculator providing an insightful initial financial outlook for individuals....
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My Financial Pro
Customized Branding My Financial Pro extends your RIA firm with white-label branding for a unique client experience. Regulatory Compliance and Transparency My Financial Pro links to FINRA BrokerCheck and SEC profiles, ensuring instant credential access. FiN-Path Integration and Additional Tools Enhance client financial insights using FiN, IPN, and FiN-Path for a holistic financial perspective. Financial Monitoring Exciting......
