Who is this for?
Ready to take your lead engagement to the next level? VastAdvisor Greet is ideal for financial advisors and wealth management professionals who want to enhance lead communication and engagement without sacrificing personal touch or time. Whether you’re a solo advisor, part of a small team, or a large RIA, VastGreet offers AI-powered tools to streamline engagement and keep leads connected and engaged across multiple channels.
RIAs Handling High Lead Volumes
If you're managing a large number of leads and struggling to keep up with routine inquiries, VastGreet automates responses, freeing up your time for high-value tasks.
Solo Advisors or Small Teams
Solo advisors or small teams that don’t have the resources to manage constant lead communication will benefit from AI-powered web chat, SMS, and social media automation.
Advisors Looking to Improve Lead Engagement:
Advisors focused on delivering fast, personalized responses will appreciate how VastGreet ensures leads feel heard and engaged at all times.
RIAs Prioritizing Efficiency:
If you're seeking ways to streamline lead interactions without compromising quality, VastGreet’s automation allows you to be more efficient without sacrificing relationship-building.
AI-Powered Messaging
Automate responses across multiple channels (SMS, social, web chat) to handle routine client inquiries instantly.
Personalized Engagement
AI-powered interactions to maintain a personal touch while scaling your communication efforts.
24/7 Availability
Respond to lead questions and provide relevant information anytime, without delays.
Client Feedback & Insights
Capture lead inquiries and trends for continuous improvement in communication.
Save Time
Focus on higher-value tasks while automating routine lead interactions.
Boost Lead Engagement
Ensure leads feel heard and engaged with instant, accurate responses.
Consistent Communication
Stay available to leads 24x7, across multiple platforms without missing a beat.
Greet
Benefits
VastAdvisor Greet
Omni Channel AI Chat Agent
Engage leads in real-time with AI-powered chat, providing answers, scheduling meetings, and engaging leads without delay.
AI Automated SMS, Email, and Social Follow-Ups
Deliver personalized SMS, Email, and Social messages at perfect moments, ensuring consistent communication and building trust with prospects.
24/7 Availability
Let VastAdvisor Greet handle inquiries and initiate conversations anytime, ensuring no lead goes unattended, even outside business hours.
SEC and FINRA Compliant
VastAdvisor Greet ensures all client communications are fully SEC and FINRA compliant. With built-in compliance features, you can automate messaging across web chat, SMS, and social media while adhering to industry regulations. Safeguard your practice from compliance risks, ensuring that every message meets the necessary regulatory standards without sacrificing speed or efficiency.
Advanced RAG
VastAdvisor Greet utilizes Retrieval-Augmented Generation (RAG) technology to provide accurate, up-to-date responses by pulling relevant information from trusted data sources. This ensures your client interactions are not only fast and personalized but also highly precise, leveraging real-time data to deliver the most relevant insights and advice. Enhance client engagement with intelligent, data-driven communication that adapts to each conversation.
Basic Support
1 User License
10,000 Contacts
