Tailored plans for financial experts

Monthly

Annual

Annual subscription paid in 12 monthly installments.

Solo

Most Popular

Get full access to the AI toolkit, including the conversational Agent, to maximize web conversion.

$98
CAD /mo
paid monthly, annual subscription
+ $500 one-time setup fee
Get Solo

Includes:

  • Web Page optimized for SEO
  • Custom Domain
  • AI Agent specialized in finance and customizable
  • Real-time Financial Notification
  • Content Generator specialized in finance
  • Encrypted Client Spaces
  • Web Page Creation Support (1 hr)

Team

A modern website enhanced with AI to transform your team and engage your web visitors.

Contact Sales
 
 

Everything in Solo, plus:

  • AI Agent designed and trained for your business
  • Centralized Directory of Professionals
  • Custom CRM Integrations
  • SAML SSO Authentication

Entreprise

Modernize your entreprise with AI tools that simplify the client experience, tailored to your needs for a custom integration.

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Everything in Team, plus:

  • AI Client-Pro Matchmaking
  • Connect Unlimited Data Sources
  • and everything you can imagine...

Questions,
meet answers

Or book a demo now!
Book a demo
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.