AI-powered organic growth platform, tailored to radically transform client acquisition purpose built for financial advisors, RIAs, and networks.
CONTINUOUS LEAD IDENTIFICATION AND ENGAGEMENT
Enhances your marketing and sales efforts by automatically identifying and engaging with potential customers. Use AI to reveal insights about anonymous Website visitors, increase conversion rates by gaining in-depth visitor insights, gain unique insights to each customer's path to purchase, and use real-time data insights to build advanced audience segments.
INTELLIGENT MESSAGING
Integrated with social channels, SMS, and web chat, VastAdvisor's Evolved Virtual Agent (EVA) qualifies leads, schedules meetings, and intelligently and accurately answers queries about your products and services.
ADVANCED AGENT TRAINING
VastAdvisor's AI agents are equipped with the skills to autonomously perform tasks, make decisions, and interact within their environment to achieve specific goals. This training advanced RAG capabilities, prompt engineering, to enhance product workflows, decision-making, customer engagement, and SEC/FINRA compliance.
CONTENT CREATION
Automate the creation of high-quality, SEC/FINRA compliant, SEO-optimized articles for Websites and blogs. Leverage the power of AI to generate content quickly and efficiently that drives engagement, site traffic, and search engine optimization.
CRM WORKFLOWS AND AUTOMATIONS
Enhance your CRM capabilities with VastAdvisor automated workflows that integrate with your existing CRM. Capture and qualify leads, automatically enrich opportunity and contact records. Let AI manage your pipeline and guide your new business priorities with next best action recommendations.
PROXYPLAN.AI
Designed to transform the investment journey for prospective investors and financial advisors alike. This innovative tool quickly and easily provides prospective investors with an overview of their current financial situation, offering insightful recommendations to optimize wealth growth.
ProxyPlan.ai not only simplifies the process of financial planning but also equips financial advisors with deep insights into the prospective investor's financial landscape.
VOICE AI
Build and deploy sophisticated voice agents designed to automate sales calls, lead follow-up calls, customer support, customer inquiries, and appointment setting.
REPUTATION MANAGEMENT
AI-powered review process that automates the solicitation and management of customer feedback. It uses natural language processing to analyze reviews, generates timely responses, and enhances customer engagement, all while maintaining a positive online reputation for businesses.
VastAdvisor.ai Easily Integrates with Your Existing Stack
OPEN AI
WEALTH BOX
TWILIO
ZAPIER
HUBSPOT
Powering Business Growth with AI
VastAssembly is committed to providing AI tools that accelerate business growth, simplify business workflows and optimize business processes. Our expertise in AI, ML, and automation allows us to create innovative solutions that make complex tasks effortless. We are dedicated to making your work easier and more efficient.
By The Numbers
188
Million
AMERICANS ACTIVELY SEEKING THE SUPPORT OF A FINANCIAL ADVISOR
Source: Northwestern Mutual’s 2022 Planning & Progress
$7 Trillion
APPROXIMATE AUM RANGE REPRESENTED BY AMERICANS SEEKING FINANCIAL ADVISORS
45%
CLIENTS NEARING RETIREMENT REPORTED HIRING FINANCIAL ADVISORS BASED ON DIGITAL MARKETING
Source: ThinkAdvisor
57%
