01
Automated Websites & Funnels
A firm site that qualifies and books
- Fit questionnaire & meeting booking
- Service and fee transparency pages
- Secure client portal
- Insights and webinars
AI automation for wealth management & rias
More qualified prospects, smoother onboarding, and clients who feel looked after — automatically.
Prospect qualification and meeting booking, onboarding and document automation, client communication workflows, and an AI assistant for advisors — built for wealth managers.
+40%
Prospect meetings
−60%
Onboarding admin
Weekly
Client touchpoints automated
Typical results across wealth management & rias we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your firm every week
Unqualified01
Prospects need qualifying
Advisor time is spent on meetings that were never a fit.
Weeks02
Onboarding paperwork
Agreements, KYC, and transfers chased over weeks.
Inconsistent03
Client communication is inconsistent
Reviews, updates, and check-ins depend on advisor bandwidth.
Searching04
Advisors search for information
‘When did we last review X?’ needs a CRM search.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for wealth management & rias, monitored by us, owned by you.
1
Prospect qualification and booking
Assets, goals, and fit captured; meetings booked with the right advisor.
2
Onboarding on autopilot
Agreements, KYC, account opening, and transfer tracking with reminders.
3
Client communication workflows
Review scheduling, market updates, birthdays, and milestone check-ins.
4
AI advisor assistant
Instant answers about clients, meetings, and tasks from the CRM.
✦Everything we automate
Everything we automate for a firm like yours
Six connected systems, each built with the specifics for wealth management & rias.
02
Lead Capture & Instant Follow-up
Prospects qualified and booked with the right advisor
- Assets & goals qualification
- Advisor matching & booking
- Nurture for not-yet-ready prospects
- Referral tracking
03
AI Voice & Chat Agents
Client calls answered with context
- Meeting scheduling
- Document and status requests (verified)
- General questions
- Advisor escalation
04
Workflow & Back-office Automation
Onboarding and reviews on autopilot
- Agreements & KYC e-signature
- Account opening & transfer tracking
- Annual review scheduling
- Compliance reminders
05
AI Customer Support Automation
Client requests resolved instantly
- Portal and statement access
- Meeting changes
- Document requests
- Advisor routing
06
Data, Reporting & AI Assistants
Pipeline, AUM, and client health live
- Prospect pipeline & conversion
- Client review compliance
- Advisor capacity
- Ask-the-data assistant
✦Compare your options
Hire, outsource, or automate?
What actually changes for a firm when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your firm today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your firm — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from wealth management & rias we work with
★★★★★
“Meetings are with qualified prospects now, and onboarding runs itself.”
★★★★★
“Every client gets consistent touchpoints regardless of how busy the advisor is.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will clients know they're talking to an AI?
The assistant introduces itself as your firm's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most wealth management & rias are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Free automation audit for wealth management & rias · 45 min · ranked plan · fixed price
Free automation audit for wealth management & rias
Book free audit →