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Explore our features and share your feedback, opinions, or questions with a demo meeting.
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Tailored plans for financial experts

Monthly

Annual

Annual subscription paid in 12 monthly installments.

Starter

A robust client portal solution that allows for organized and secure exchanges.

$39
CAD /mo
paid monthly, annual subscription
Get Started

Includes:

  • Microsite SEO optimized hosted on a trusted financial site
  • Organic traffic day 1
  • Analytical dashboard
  • AI Financial Content Generator

Growth

Most Popular

Get full access to the WelcomeAI toolkit, including Financial Copilot, to maximize conversion rates with AI-powered tools on your website.

$98
CAD /mo
paid monthly, annual subscription
Get Growing
Book a demo
and get 10% off!

Everything in Starter, plus:

  • AI-powered Copilot specialized in Finance
  • Copilot Integration to your website and microsite
  • AI Real-Time Financial Notifications
  • 10MB of files or links of data ingestion
  • Live support for web integration

Team

Empower your boutique financial business with AI-powered tools to modernize and streamline the client experience.

Contact Sales
 
 

Everything in Growth, plus:

  • AI Client-Pro Matchmaking
  • Encrypted Collaborative 
Client-Pro Space

Enterprise

Customize your plan as per your business needs and ensure seamless integration.
Contact Sales
Contact Sales
Everything in Team, plus :
  • Connect unlimited data sources
  • Custom integration to CRMs
  • and everything you can possibly imagine...
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 is quick and simple. Depending on your site's structure, it can be completed in 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.