For financial advisors and wealth managers
A prospect with money to invest will not wait for a callback.
When someone is ready to move their money, they reach out to a few advisors at once and go with whoever responds first. We make sure that is you, in under a minute, day or night.
A local Atlanta firm. We drive to you and set it up in person.
Live demo
Watch a new lead get answered before you would have seen it.
A real inquiry arrives. The AI drafts a reply in your firm's voice. You approve. It sends, in under a minute, day or night.
Why slow lead response costs you work.
Referrals go cold while you are in meetings
A warm referral fills out your form at two in the afternoon. You see it at six. By then they have booked a call with the advisor who replied in ten minutes.
The first advisor to respond earns the trust
People hand their savings to whoever feels responsive and on top of things. A fast, thoughtful first reply signals exactly that.
High intent leads arrive after market hours
People think about retirement and their portfolio at night and on the weekend, when your office is closed and the lead sits unanswered.
Three steps. We set it up in person.
- 01
We measure how you answer leads today.
A real person from our firm sits with your team in Atlanta and learns exactly how a new inquiry turns into a client right now.
- 02
We set it up in person, in your voice.
We build the AI around your firm and your tone. You approve every reply for the first week. Nothing goes out without your okay.
- 03
We run it and tune it every month.
It answers every new lead in under a minute, day or night. We monitor it monthly as your firm changes. You never learn new software.
What working looks like.
< 1 min
to first reply on every new lead, day or night.
2 weeks
from the first meeting to live. No platform to learn.
0
new software for you or your team to learn. We run it.
We serve Georgia SMBs, in person.
We're based in Atlanta. We drive to your office. We sit with your team. No Zoom-only installs.
Questions firm owners ask us.
Lead response is where we start.
Once your leads are answered, we run the rest of the AI you have been meaning to set up. Billing, scheduling, reviews, and more.
See what else we run →See how fast your leads could be answered.
15 minutes, in person or on a call. We show you exactly how every new lead gets a reply in under a minute. No slides, no pitch deck.
Local Atlanta firm. We set it up and run it for you.