AI Agent

William

William

William

Financial Advisory

Financial Advisory

Financial Advisory

Comprehensive financial planning assistant for wealth management firms and advisors with holistic approach to client finances.

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Hire this Agent

28% increase in client lifetime value through thorough needs assessment and automated follow-up workflows

Key Feature

32,124

Objectives Handled

Objectives Handled

25,879

Appointments Booked

Appointments Booked

Overview

Specialists

Specialists

Specialists

Holistic Financial Review, Goal Planning, Tax Efficiency Strategies, Estate Planning, Investment Strategy

Integrations

Integrations

High Level CRM, HubSpot, Voyant, CashCalc, Intelliflo

Integrations

Integrations

High Level CRM, HubSpot, Voyant, CashCalc, Intelliflo

Target Clients

Target Clients

Target Clients

Wealth Management Firms, Independent Financial Advisors, Private Banks, Family Offices

Description

Description

Description

Comprehensive financial planning assistant for wealth management firms and advisors with holistic approach to client finances.