Your AI Relationship Manager That Thinks Ahead
Proactive AI that detects client needs, crafts perfect messages, and executes follow-ups automatically. You're always one step ahead.
500+ Advisors
Already Transformed
You're Losing Millions
Your best opportunities slip away while you're buried in admin work
Every Day Without AI
Missed Client Signals
$2M client ready to move their business. You'll hear about it next quarter.
Generic Outreach
Your "check-in" emails sound like everyone else's. Delete rate: 87%
Follow-up Failures
"I'll call them tomorrow" becomes next month. Client's already moved on.
$847K Average
Lost annually per advisor
23 Hours/Week
Wasted on manual follow-up
Fail Rate
of manual outreach attempts
How It Works
Your AI Relationship Manager never sleeps, never forgets, always delivers
What Actually Happens
Detection
"Sarah just raised Series B. She needs estate planning now."
Context
"Send her this tax optimization strategy. Include her CFO's name."
Execution
"Email sent. Calendar invite scheduled. Follow-up reminder set."
Proactive Detection
AI monitors clients 24/7, identifying opportunities before you know they exist
Contextual Messaging
Every message is personalized with relevant context and timing
Automated Execution
Complete follow-up sequences happen automatically while you focus on clients
What Your AI Actually Does
Real capabilities that replace manual relationship management
Client Intelligence Engine
- • Monitors 500+ data sources
- • Detects life events instantly
- • Identifies opportunity triggers
- • Prioritizes by urgency
Message Perfection
- • Crafts personalized messages
- • Includes relevant context
- • Matches your voice exactly
- • Optimizes send timing
Auto-Execution
- • Sends messages automatically
- • Schedules follow-ups
- • Updates CRM records
- • Tracks all responses
Real Results
Response Rate Increase
Saved Per Week
Additional Revenue
Advisors Transformed
Real Results
Elite advisors share their transformation
Before vs After
Before: Manual Chaos
- • 23 hours/week on follow-ups
- • 68% message failure rate
- • $847K lost opportunities annually
- • Generic outreach, zero context
After: AI Perfection
- • 2 hours/week total management
- • 94% response rate increase
- • $847K+ additional revenue
- • Perfect timing, perfect context
Average additional AUM gained
Response rate increase
Hours saved weekly
Client Testimonial
"Sarah's AI detected my client's IPO filing 3 days before anyone else. We landed $4.2M in new business. This isn't just better—it's a completely different league."
– Managing Partner, $2B AUM Firm
See It In Action
15-minute demo. See your AI relationship manager work.
What You'll Experience
Live AI detects a $5M client opportunity you missed
AI crafts perfect message using your exact voice
Watch complete follow-up sequence execute automatically
Quick Links
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What Elite Advisors Say
Real transformations from real clients
Trusted by Elite Advisors
Advisors Transformed
Average Additional Revenue
Response Rate Increase
Hours Saved Weekly