Boost your Online Financial Activity with AI

A comprehensive AI toolkit to drive online growth for financial experts. Transform your client approach,  modernize your website, and compete with 100% online financial services.
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Discover AI tools
Image of a preview for all the AI tools one gets when subscribing on WelcomeSpaces
Adopted by professionals at

Your Gen-AI System Specialized in Finance

WelcomeAI powers a complete toolkit to thrive in a world where clients prioritize immediacy and self-service financial solutions.
AI-Powered Microsite
Financial Copilot for Websites
AI Financial Notification
Gen-AI Content Generator
Pro-Client Matching
Collaborative Spaces
Security & Encryption

Enjoy organic traffic. Increased visibility.

Your microsite, 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.
Microsite of Ethan Carter, CPA
Financial Copilot on a website, welcoming visitors and displaying conversation starters

Modernize your visitors' online experience. Service 24/7.

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

Turn web visitors into clients. Higher conversion rate.

Financial Copilot 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 Financial content generator and blog post creation

React to financial news 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.

Compete with 100% online financial services.

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AI Financial Copilot conversation in a phone
Teams

WelcomeAI for Firms - a Perfect Match

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AI Client-Pro matching

Your Financial Copilot connects web visitors with the ideal expert from your team for their specific needs.

Attract and retain your talents

Each professional gets an optimized Microsite that enhances SEO and attracts more potential clients online.

Secure and streamlined collaboration

Offer your professionals secure collaborative spaces to exchange documents with clients, chat in real-time, and receive instant notifications.
Preview of Financial Copilot using AI Client-Pro Matching based on the conversation
Page of WelcomeSpaces dedicated to a specific company's expert microsites
Screen showing a client space for a RESP rep and a family wanting to open a RESP for their child

GEN-AI Financial Toolkit for Professionals

Microsite

Copilot

AI Notification

Content Generator

Client-Pro Matching
Client Spaces
Encryption

SEO-optimized microsite

Your customized microsite is optimized for SEO and serves as an online business card - showcasing your services and expertise while providing your clients with easy ways to get in touch with you.
Microsite of Ethan Carter, CPA

Financial Copilot AI

Highly customizable, your Financial Co-pilot instantly answers your visitors' questions and facilitates contact. Your Co-pilot instantly boosts your web conversion rate.
Three example of conversations with Financial Copilot

AI Financial Notifications

Get real-time 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

Gen-AI Financial Content Creator

Enhance your web 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
Small Team

Client-Pro AI Matchmaking

Trust our Financial Copilot to seamlessly connect your web visitors with the right expert from your team, tailored to their specific needs. Elevate the client experience and boost your meeting conversions.
Preview of Financial Copilot using AI Client-Pro Matching based on the conversation

Secure Collaborative Space

Create centralized Spaces for your clients to enhance a modern and optimized client relationship. Easily interact, track activities in real-time, and secure the sharing of your files.
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

Launch your Business into the Future of Artificial Intelligence

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FAQ

Questions,
meet answers

Can I customize Financial Copilot’s responses to reflect my specific expertise?

It is entirely possible to customize Financial Copilot's responses to not only reflect your expertise but also your customer approach. Financial Copilot can learn about your specialized products or offerings, allowing to showcase what you offer in a relevant manner.

Additionally, it can be programmed to gather specific information about leads, helping you better understand their needs and refine your proposals.

You can also configure Financial Copilot to adopt a communication style that suits you, using informal or formal language and adjusting the tone of its responses to be more friendly or formal, according to your preferences and usual practices.

How does Financial Copilot handle my customers' requests outside of business hours?

Financial Copilot is available 24/7 to respond to your customers' requests. This ensures continuous service even outside of your business hours, ensuring that your customers receive the necessary assistance at any time.

How does Financial Copilot differentiate itself from other online support services (chatbots)?

Financial Copilot stands out from other AI assistants with its personalized approach specifically tailored to the financial sector. In addition to optimizing communication with your customers, Financial Copilot enhances SEO and facilitates the creation of tailored content. It serves as a comprehensive toolkit for finance professionals.

How long does it take to integrate Financial Copilot on my website?

The integration of our AI assistant is simple and quick, requiring only a line of code to be copied and pasted to your site. Depending on the structure of your site, it can be completed in just a few minutes, and technical support will also be provided.

How can Financial Copilot help attract more clients to my website?

Through an SEO-optimized microsite, Financial Copilot increases online visibility and generates a steady flow of organic traffic, effectively showcasing your financial services.

This optimization helps attract a qualified audience while strengthening your digital presence and competitiveness in the industry. Financial Copilot assists in capturing the attention of potential clients from their online searches.