Financial Services CRM, multiplied.
Software that works your client base and the professionals who refer to you, answers every inquiry first and books the introduction.
Multiply Revenue is sales software for advisory firms. It works the relationships you already have, clients due a review, the prospects who took a meeting and went quiet, the CPAs and attorneys who refer to you, then an AI agent calls them on a schedule and books the introduction onto your calendar. It picks up every enquiry as it lands and keeps working it until there is a meeting on the calendar.
Every call is scored, so the disclosures you are required to make get checked rather than assumed. Calls, texts and emails sit in one place, so a relationship that takes seven touches actually gets seven touches.
No setup fee on any plan, and no per-text charge from us.
What financial services businesses fight every day.
Referrals Arrive and Sit
An introduction is the warmest lead in this business and it has a shelf life measured in days. When nobody calls promptly the person assumes you are busy and quietly stays where they are.
Reviews That Never Get Booked
Annual reviews are the part of the relationship clients actually value and the first thing to slip when the diary is full. A year becomes two, and two is when somebody else gets the call.
Prospects Go Quiet After the First Meeting
They leave interested, then life happens. Without a scheduled reason to make contact again, the follow-up depends on somebody remembering, and nobody does it reliably.
What it costs you today, and what changes.
Unqualified Leads Waste Time
Meeting prospects who fall well short of your minimums wastes everyone's time.
Compliance Documentation
Every prospect interaction needs proper documentation. Manual tracking is error-prone.
Long Nurturing Cycles
Financial decisions take months or years. Staying top-of-mind requires consistent, compliant outreach.
After-Hours Inquiries
Busy professionals research financial planning at night. Without 24/7 response, they find another advisor.
Clients Hear From You Once a Year
The annual review is the only scheduled conversation most clients get, and life changes in between. A business sale, an inheritance or a child starting college is a planning moment that goes to whichever advisor calls first.
Call Small Business Owners for Bookkeeping and Tax Prep
SMBs target audienceVoice AI calls small business owners in your market who are likely managing their own books or using basic software without professional oversight. Tax prep and bookkeeping for those businesses is steady annual recurring revenue.
Call High-Net-Worth Individuals Approaching Retirement
HNW high valueYour own book is where the retirement conversations are. The agent calls existing clients approaching a milestone, people who came to a seminar and never booked, and referrals your clients hand you. It asks what has changed, whether a retirement date has moved, and books the review with an advisor. Cold-calling strangers about their money carries its own rules on top of everything else, so the agent works people who already know the firm.
Call Business Owners for Year-End Tax Planning
Tax Plan growth engineVoice AI contacts business owners in October through December to discuss year-end tax planning strategies. This timing captures urgency because decisions must be made before December 31. AI qualifies business revenue, current tax situation and planning needs.
Call Existing Clients for Annual Review Scheduling
Retention growth engineVoice AI calls the whole client base to book annual reviews rather than only the clients who ask. A client who hears from you every year stays a client, and the review itself is where the next piece of planning work usually comes from.
Sync Every Call Straight Into Your CRM
Every qualified conversation, with the asset range, the timeline and the notes, is sent to your CRM through Zapier or Make as the call ends. Your team opens the CRM to a lead that is ready to work rather than to a recording somebody has to listen back to. Nobody retypes anything, which is the difference between a system that saves an adviser time and one that moves the admin somewhere else.
How financial services teams put it to work.
Wealth Management Leads
AI qualifies prospects on assets, investment goals and timeline before booking advisor meetings.
Mortgage Pre-Qualification
AI captures income, credit range and property goals for loan officer follow-up.
Retirement Planning
AI discusses retirement timelines, current savings and income needs to qualify prospects.
Life Insurance Leads
AI gathers health history, coverage needs and family situation for agent consultation.
The wealth management CRM playbook, the long version.
7 chapters on how this actually works in financial services, written out in full.
Read the guide- 01A Large Market Where Nobody Calls Anybody
- 02Nobody Hires an Adviser on the First Conversation
- 03Tax Season and Life Events Decide When a Prospect Is Reachable
- 04What Changes When Somebody Calls the Whole Book Every Year
- 05Where Growth AI Fits Alongside Your Existing Advisor Tools
- 06Why an Audit Trail Is the Part Compliance Actually Cares About
- and 1 more
Financial Services teams always ask.
How does the AI maintain compliance?+
AI makes required disclosures, doesn't provide specific financial advice and documents all interactions for your compliance records.
Can it qualify based on minimum asset requirements?+
Yes, AI asks about investable assets and politely redirects prospects below your minimums to appropriate resources.
Does it integrate with CRM systems?+
Every finished call is sent to your CRM automatically (works with Zapier or Make), and contacts import or export by CSV any time.
How does it handle sensitive financial information?+
AI collects only what's needed for qualification. All data is encrypted and stored in compliance with financial industry standards.
We already use a meeting notes tool. Does this replace it?+
No, and it isn't meant to. Tools like Zocks, Jump and Holistiplan are built for what happens inside a client meeting, notes, transcription and tax analysis. Our AI is built for what happens before that meeting exists: finding the prospect, qualifying their assets and timeline, and booking the appointment on your calendar.
Can it help with portfolio or wealth management conversations?+
AI gathers investment goals, time horizon and current portfolio makeup during qualification, then hands a full profile to the advisor for the actual wealth management and portfolio analysis conversation. It never gives investment advice itself.
Is this worth it for a smaller advisory practice, or just larger firms?+
The efficiency gain matters most for smaller practices. A solo advisor or a two-person team gets the most value because they cannot afford a dedicated prospecting hire. The security and compliance software runs the same way whether one advisor uses it or a firm with twenty, and it scales up or down with how many financial advisors are actually working the pipeline.
What can AI do for a financial advisor, and what can it not do?+
It can answer new enquiries quickly, book discovery meetings, remind clients about reviews and keep a record of every contact. It cannot give financial advice, recommend an investment or discuss a client's specific holdings. Those stay with you. The value is that the administrative follow-up gets done without taking hours from your week.
Does it help with client communication and follow-up?+
Yes. Review reminders, document requests and check-ins after a life event all go out on time, and each one is recorded against the client. Advisors lose clients to silence more often than to a bad portfolio, and consistent communication is the cheapest fix.
Is this suitable for a small advisory firm?+
It was built for small firms. You do not need an enterprise platform or an IT team. Plans start at $97 a month with no setup fee, and we review compliance questions, such as record keeping, with you before anything goes live.
Is artificial intelligence safe to use with financial advisor clients?+
It is safe when it is given a narrow job. Ours handles scheduling, follow-up and record keeping. It does not discuss investments or give advice, and it says up front that it is a digital assistant. The adoption question for most firms is not whether to use it but which tasks to hand over first, and the first one is usually the follow-up nobody has time for.
Can it help with estate planning enquiries and client experience?+
Yes. Estate planning enquiries often arrive in a moment of need and then go quiet. The agent answers fast, books a first meeting and follows up after it. A financial advisor who replies in minutes gives a better first impression than one who replies in days, and every contact is recorded for the next conversation.
Multiply Revenue