AI-Powered Sales & Marketing Automation Platform for Financial Advisors and Networks
The Ultimate AI-Powered Sales & Marketing Automation Platform for Financial Advisors and Networks. Elevate your Advisory business with cutting-edge AI automations for lead management, cross-platform communication, social integration, and more. Streamline workflows, engage clients with natural language processing, and boost your business visibility. Perfect for advisors and RIAs seeking to modernize their approach and achieve remarkable growth. Be the first to experience this innovative platform.
Features
01.
AI Lead Manager
Your AI-powered Automation for Lead Management and Communication
02.
AI Automations
Use AI-powered Automation to Streamline Workflows for All Aspects of Your Financial Advisory Practice.
03.
AI Web Chat
A Chat Widget with AI and NLP for Automating Website Sales, Support and Q&A. Includes real-time market updates.
04.
Social Integration
Leverage AI to manage your ads, communication, workflows, and data across Facebook, Instagram, WhatsApp, LinkedIn, and Google with seamless integrations.
05.
Cross-Platform
Communicate across multiple channels with AI-driven text, e-Mail, chat, social, and WhatsApp messaging automation.
06.
AI Scheduler
Schedule, Remind, and Reschedule Lead and Client Appointments Automatically with AI-Powered Appointment Automations.
07.
AI Review System
Automated Customer Review Requests and Management with AI-Powered Review Automations That Boost Your Financial Advisory or RIA Credibility.
08.
Business Listings
Boost Your Business Visibility by Optimizing Your Listings on Major Business Directories such as Google, Yelp, and Others.
09.
AI CRM
A Single AI-Powered CRM Platform to Easily Track and Manage Your Investor Leads, Current Clients, and Referrals.
10.
AI Outbound Calling
Use AI to Make Outbound Calls to Your Investor Leads.
11.
AI SMS
AI-Powered Text Reminders for Automated Lead Nurturing and Customer Support.
12.
Reporting Dashboards
Track Your Business Performance and Monitor Your Progress with Real-Time Attribution Dashboards.
13.
Flexible
Designed as a stand-alone AI-powered CRM yet flexible to fully integrate with your existing CRM platform.
14.
Natural Language Processing
Engage and delight your prospects and clients. VastAgent utilizes natural language processing to personalize responses, add humor or emotion, and create rapport.
15.
Pricing
Designed to modernize your Financial Advisory Practice or RIA with Flexible and Affordable Monthly Subscription Packages.
Maximize Your Advisory Impact with VastAdvisor:
All-in-One Efficiency and Savings
