FAQ

What is VastAdvisor.ai?

VastAdvisor.ai is an AI-powered SaaS platform designed to transform the business landscape for financial advisors, RIAs, and networks by automating lead management, client engagement, content creation, CRM workflows, and more.
How does VastAdvisor.ai help with lead management?

Our platform enhances marketing and sales efforts by automatically identifying and engaging with potential customers, providing insights on anonymous website visitors, and building advanced audience segments.
What integrations does VastAdvisor.ai support?

VastAdvisor.ai seamlessly integrates with popular tools such as Open AI, Wealthbox, Twilio, Zapier, Google, and HubSpot.
How does AI-powered messaging work?

Our Evolved Virtual Agent (EVA) integrates with social channels, SMS, and web chat to qualify leads, schedule meetings, and answer queries about your products and services accurately.
Can VastAdvisor.ai automate content creation?

Yes, our platform automates the creation of high-quality, SEC-compliant, SEO-optimized articles for websites and blogs, helping drive engagement and site traffic.
What is ProxyPlan.ai?

ProxyPlan.ai is an innovative tool that simplifies financial planning by providing prospective investors with an overview of their current financial situation and offering insightful recommendations for wealth growth.
How does the AI-powered phone service work?

Our sophisticated voice agents can automate sales calls, lead follow-up calls, customer support, and appointment setting, enhancing efficiency and customer engagement. Visit VastVoice.ai to learn more.
What are the benefits of AI-powered reputation management?

Our platform automates the solicitation and management of customer feedback, using natural language processing to analyze reviews, generate responses, and maintain a positive online reputation for businesses.