Financial Services, multiplied.
Software that finds people looking for an advisor, calls them and books the introduction.
Multiply Revenue is sales software for advisory firms. It shows you who in your market is looking for an advisor right now, then an AI agent calls them, learns what they are trying to sort out and books the introduction onto your calendar. Every call is written down and scored by a coach that tells you what to say next time. Calls, texts and emails sit in one place, so a relationship that takes seven touches actually gets seven touches.
Free calls and free SMS included with every plan.
What financial services businesses fight every day.
AI built for financial services businesses.
The daily leaks, and what plugs them.
Unqualified Leads Waste Time
Meeting with prospects who have $50K when you need $500K 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.
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. These businesses generate $3,000 to $8,000 in annual recurring revenue for tax prep and bookkeeping services.
Call High-Net-Worth Individuals Approaching Retirement
HNW high valueVoice AI identifies and contacts individuals aged 55 to 65 with indicators of high net worth such as property ownership, business ownership or executive positions. AI initiates a consultative conversation about their retirement timeline and financial concerns, qualifying assets before scheduling an advisor meeting.
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 contacts your entire client base to schedule annual financial reviews, ensuring no client falls through the cracks. Regular reviews increase client retention from 85% to 97% and uncover additional planning opportunities worth $2,000 to $5,000 per client in new services.
Sync Every Call Straight Into Your CRM
Every qualified conversation, asset range, timeline and note gets logged automatically in Salesforce, Redtail or Wealthbox as the call ends. Your team opens the CRM to a ready-to-work lead instead of a recording to transcribe by hand. Using a system that is designed to save real time this way is the whole point, and the value shows up fastest for practices that want a better way to scale without adding headcount or risk to how information moves.
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 full financial services playbook, the long version.
7 chapters on how this actually works in financial services, written out in full.
Read the guide- 01The $200B+ US Financial Advisory Market
- 02Trust-Based Selling Requires Multiple Touches
- 03Tax Season and Life Events Create Massive Demand Spikes
- 043x Client Acquisition With 60% Lower Cost Per Consultation
- 05Where Growth AI Fits Alongside Your Existing Advisor Tools
- 06Why More Practices Are Adopting AI for the Growth Side of the Business
- 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?+
We integrate with Salesforce, Redtail, Wealthbox and other financial services CRM platforms.
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.
Multiply Revenue