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AI Toolkit for Financial Experts  

Drive your online growth with the first AI specialized in Finance.
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example of a new message from the Financial Copilot assistant installed on the user's website about a new lead and conversation with a client

40% higher engagement

from visitors on your website

10x more leads

than traditional web contact forms

28% conversion rate

from interactions with your AI Agent
Adopted by professionals at

GEN-AI Financial Toolkit

A complete toolkit to thrive in a world where clients prioritize immediacy and self-service financial solutions.

Smart Website

AI Agent

Smart Notification

Content Generator

Client Spaces
Encryption

Smart Website

Your website is AI-driven and SEO-optimized, acting as a dynamic online business card. It highlights your services and expertise while offering clients seamless ways to connect with you.
Microsite of Ethan Carter, CPA

Financial AI Agent

Highly customizable, your Financial AI Agent instantly answers your visitors' questions and facilitates contact. It instantly boosts your web conversion rate.
Three example of conversations with Financial Copilot

Smart Financial Notifications

Get real-time financial notifications and create captivating marketing campaigns in a few clicks by leveraging current financial events.
Phone displaying 3 AI Notifications based on the user's profile

Financial Content Generator

Enhance your online visibility by easily generating blog articles and financial content. Our finance-focused AI, continuously updated, guarantees expert-level precision.
AI Financial content generator and blog post creation

Secure Collaborative Space

Provide your clients with a Space designed for a modern and seamless client experience. Effortlessly interact, track activities in real-time, and share files with complete security.
Screen showing a client space

Security and Encryption

WelcomeSpaces offers and applies bank-level security at every level, adhering to multiple compliance certifications, including SOC2 Type II.
Security at WelcomeSpaces: SOC 2 Type II badge, 2-step authentication and Canadian servers

Enjoy organic traffic. Increased visibility.

Your Smart Website, optimized for SEO, serves as an online business card - showcasing your services and expertise while providing your clients with easy ways to get in touch with you.
91%
of the time, Smart Websites outperform experts' own websites
Microsite of Ethan Carter, CPA
Financial Copilot on a website, welcoming visitors and displaying conversation starters

Modernize online experience and generate 10X more leads.

Specifically designed for finance, your AI Agent delivers instant answers and educates your website visitors. Save time and improve client satisfaction by offering the online experience they are looking for.

Turn visitors into clients with a 28% higher conversion rate.

The AI Agent guides your web visitors to make informed decisions, increasing your chances of converting them into qualified leads. Through its in-depth analysis of interactions, it identifies key moments when visitors are ready to contact you.
Preview of a Financial Copilot conversation asking for the visitors contact information
AI Notification about BOC interest rate dropAI-powered content generator preview, featuring a blog post created using WelcomeAI’s multi-agent system for mortgage brokers.

React to financial news 80% faster with instant content.

Quickly generate articles and tailored content, thanks to real-time notifications on financial changes. This enables you to optimise your marketing strategy and enhance your visibility by being the first to comment on the latest news.

Launch your Business into the Future of Artificial Intelligence

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Questions,
meet answers

Or book a demo now!
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How does the AI Agent perform live pre-analyses?

Our AI Agent utilizes advanced algorithms to conduct real-time pre-approvals, debt consolidations, and refinancing analyses, providing immediate and accurate results that guide your clients through the decision-making process.

Can I customize my Smart Website?

Yes, our tool allows complete customization of your site to reflect your brand image and meet your specific needs, all while being securely hosted by WelcomeSpaces, and optimized for Google's algorithm (SEO).

How can the Content Generator help with my marketing strategy?

The Content Generator creates intelligent email responses, engaging social media posts, and SEO-optimized blog articles, allowing you to maintain an active and engaging online presence without dedicating excessive time.

Does the AI Agent operate continuously on my site?

Yes, the AI Assistant is available around the clock to interact with your visitors, answer their questions, and guide them through the conversion process.

How easy is it to integrate WelcomeSpaces with my current tools?

WelcomeSpaces is designed to seamlessly integrate with your existing tools, allowing you to centralize your operations without disrupting your current workflow.

Can I use my own domain name instead of WelcomeSpaces?

Absolutely! If you’ve already purchased a domain or plan to, our team is here to help you seamlessly connect it to WelcomeSpaces.