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The Operating System for Financial Advisors

If you are new to LeadCenter and would like to attend a personalized demo:

LeadCenter is the first AI-powered fully automated and integrated CRM for Financial Advisors that covers the entire lifecycle of your customer relationship journey including:

• Marketing including email marketing & text message marketing, and seminar management.
• Sales with full calendar, pipeline management, and integrated workflow that communicates directly with prospects and clients.
• Operations including production and commission tracking and automating financial questionnaire.
• Business Intelligence & Reporting.

I. One Integrated System

Traditionally financial advisors have to buy more than 10 systems to do what LeadCenter can do under one system that includes but not limited to:

1. CRM.
2. Calendar system with public scheduler.
3. Production and commission tracking.
4. Phone system.
5. Lead capturing.
6. Events & seminars management.
7. Email marketing.
8. Text message marketing.
9. Workflows with external email and text message sending capability.
10. Integrated website builder.

II. Full Automation

LeadCenter.AI is the only CRM for financial advisors that is fully automated to help improve your customer experience, increase conversion rates, while reducing operational costs. Some of the automation built into LeadCenter.AI are

1. Automate sending reminders for client reviews by Email and text message.
2. Automate capturing leads from phone calls, forms submissions, appointment bookings, and seminar registrations. Saving you from hours of data entry.
3. Automate appointments confirmations and reminders by email and text message and automate sending multiple follow-up emails to clients and leads after appointments.
4. Automate capturing call summaries and tasks from Zoom meetings.
5. Automate creating events landing pages and forms in your website, helping you increase registration while reducing the time to manage events.
6. Automate workflows with the ability to send emails and text messages to external contacts from within the workflow.

III. Powered by AI

LeadCenter.AI is the only CRM for financial advisors powered with AI out of the box. Some of LeadCenter AI capabilities include:

1. Transcribing inbound and outbound calls.
2. Summarizing Zoom meetings and inserting the call summary as note under the right contact.
3. Automatically create tasks from Zoom calls, assign them to meeting host.
4. Verify contact phone with phone carriers and return phone type, owner name, phone state, etc.
5. Verify contact email with email providers.

LeadCenter.AI offers free onboarding, data migration, and training to all new customers