Christopher.ai
Client
A consortium of financial advisors, registered investment advisors, and private wealth managers.
Challenge
Generating leads and prospect potential clients for financial engagement.
Solution
AI that matches an investment advisor with the right client profile based on minimum investment side that recommends
Deliverables
Product Concept
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Financial Advisor Custom Onboarding Process
Onboarding flow and system that qualifies Financial Advisor, RIA, and Private Wealth Managers for the right clients based on minimum check size, financial products sold, compliance, and current client list.
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CRM System for Prospecting Leads
CRM system that separates current clients, potential clients, and nurture leads for advisors to engage with the righ outreach flow
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AI Insight for Prospecting Clients
AI that builds a profile of prospective clients based on advisor’s current network, prospective client’s digital footprints, and other data sources to recommend intelligent outreach approaches
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GPT Text SMS Automation System
GPT chat creation software used for full personalized SMS outreach through app
Results