Accelerative Scaling & Automation Solutions for Private Wealth Management Firms
Helping private wealth management firms to attract high-quality leads and scale with tailored automated client acquisition and retention systems.
How it works
01
Consultative Approach
Comprehensive AI-powered Audit analytics
Actionable insights & solutions to improve loopholes.
Analyze unique needs & goals
01
Consultative Approach
Comprehensive AI-powered Audit analytics
Actionable insights & solutions to improve loopholes.
Analyze unique needs & goals
02
Tailored System Development
Enhancement of pre owned infrastructures
Quick turnover for rapid implementation.
Seamless integration with pre owned infrastructures.
02
Tailored System Development
Enhancement of pre owned infrastructures
Quick turnover for rapid implementation.
Seamless integration with pre owned infrastructures.
03
Deployment
Anti-disruptive deployment.
Beta stage for real-time fixes & soft launches
Streamlined workforce transition
03
Deployment
Anti-disruptive deployment.
Beta stage for real-time fixes & soft launches
Streamlined workforce transition
04
Support & Adaptive Improvements
24x7 custom slack channel support
Regular KPI analytics reports.
Dynamic adaption to systems based on market changes
04
Support & Adaptive Improvements
24x7 custom slack channel support
Regular KPI analytics reports.
Dynamic adaption to systems based on market changes
Our services.
Fixed-cost plans to avoid negotiations and start creating.
Spark
Ideal for Private Wealth Management firms looking to explore AI and Automation solutions
Hyper- Personalized Sales Funnels
Customer Engagement & Support
Client Retention Systems
Client Educational Resources (DONE-WITH-YOU)
Spark
Ideal for Private Wealth Management firms looking to explore AI and Automation solutions
Hyper- Personalized Sales Funnels
Customer Engagement & Support
Client Retention Systems
Client Educational Resources (DONE-WITH-YOU)
Ignite
Ideal for Private Wealth Management Firms seeking a systemized automation & AI-marketing solutions
Content Creation & Marketing
Client Educational resources (DONE-FOR-YOU)
Hyper- Personalized Sales Funnels
Customer Engagement and Support
Events & Network Sourcing
Ignite
Ideal for Private Wealth Management Firms seeking a systemized automation & AI-marketing solutions
Content Creation & Marketing
Client Educational resources (DONE-FOR-YOU)
Hyper- Personalized Sales Funnels
Customer Engagement and Support
Events & Network Sourcing
Our Client Reviews
Integration with our existing systems was super easy & quick
Alex Martin
Integration with our existing systems was super easy & quick
Alex Martin
Our faqs.
The most common questions we get asked.
Who is this for?
What is the pricing?
What sort of guarantee do you provide?
How to get in touch?
What kind support does PropyAI offer post implementation?
How does Propy AI ensure the security of my data during the AI integration process?
What is the process of integrating your systems and strategies into my existing business systems?
What makes you different from the other agencies?
Who is this for?
What is the pricing?
What sort of guarantee do you provide?
How to get in touch?
What kind support does PropyAI offer post implementation?
How does Propy AI ensure the security of my data during the AI integration process?
What is the process of integrating your systems and strategies into my existing business systems?
What makes you different from the other agencies?
Accelerative Scaling & Automation Solutions for Private Wealth Management Firms
Accelerative Scaling & Automation Solutions for Private Wealth Management Firms
We help private wealth management firms to attract high-quality leads and scale with tailored automated client acquisition and retention systems.
How it works
01
Consultative Approach
Comprehensive AI-powered Audit analytics.
Actionable insights & solutions to improve loopholes.
Analyze unique needs & goals.
01
Consultative Approach
Comprehensive AI-powered Audit analytics.
Actionable insights & solutions to improve loopholes.
Analyze unique needs & goals.
02
Tailored System Development
Enhancement of pre owned infrastructures.
Quick turnover for rapid implementation.
Seamless integration with pre owned infrastructures.
02
Tailored System Development
Enhancement of pre owned infrastructures.
Quick turnover for rapid implementation.
Seamless integration with pre owned infrastructures.
03
Deployment
Anti-disruptive deployment.
Beta stage for real-time fixes & soft launches.
Streamlined workforce transition.
03
Deployment
Anti-disruptive deployment.
Beta stage for real-time fixes & soft launches.
Streamlined workforce transition.
04
Support & Adaptive Improvements
24x7 custom slack channel support.
Regular KPI analytics reports.
Dynamic adaption to systems based on market changes.
04
Support & Adaptive Improvements
24x7 custom slack channel support.
Regular KPI analytics reports.
Dynamic adaption to systems based on market changes.
Industry specific case studies
Growth
Today
Nov, 11
Nov, 10
High quality solution
Achieve excellence faster with our high-quality work, delivered with precision and speed
REVIEWED
Optimized interface
Today, 11:50
NEW
Optimized interface
We've got the expertise to make your vision a reality.
45
35
25
15
5
0
-5
Scalable as you grow
We’re ready to meet your evolving needs.
Workflow integration
Seamlessly connect all your existing apps.
Eliah
Optimize Engagement
Leverage AI to enhance client interactions in real-time.
Services & Packages
Spark
Ideal for Private Wealth Management firms looking to explore AI and Automation solutions.
Hyper-Personalized Sales Funnels
Targetted Customer Engagement & Support
Client Adaptation Educational Resources (Done With You)
Client Retention Systems
Bonus: Workflow automations
Spark
Ideal for Private Wealth Management firms looking to explore AI and Automation solutions.
Hyper-Personalized Sales Funnels
Targetted Customer Engagement & Support
Client Adaptation Educational Resources (Done With You)
Client Retention Systems
Client Educational Resources (Done With You)
Ignite
Ideal for Private Wealth Management Firms seeking a systemized automation & AI-marketing solutions.
Automated Social Media Ecosystem & Personal Branding
Client Educational resources (Done For You)
Everything included within Spark Solutions
Events & Network Sourcing
Bonus: Workflow automations
Ignite
Ideal for Private Wealth Management Firms seeking a systemized automation & AI-marketing solutions.
Automated Social Media Ecosystem & Personal Branding
Client Educational resources (Done For You))
Everything included within Spark Solutions
Events & Network Sourcing
Bonus: Workflow automations
Our Client Reviews
Our Client Reviews
Incredibly professional and attentive.
Chris Davis
Incredibly professional and attentive.
Chris Davis
Exceeded expectations with the deployment post-beta stage
Sarah Wilson
Exceeded expectations with the deployment post-beta stage
Sarah Wilson
The whole process, each phase was handled without any hassles
Linda Jones
Integration with our existing systems was super easy & quick
Alex Martin
Integration with our existing systems was super easy & quick
Alex Martin
Responsive and addressed all concerns.
Jason R.
Responsive and addressed all concerns.
Jason R.
Expertise and commitment were unmatched.
John G.
Who is this for?
What is the pricing?
What sort of guarantee do you provide?
How to get in touch?
What kind support does PropyAI offer post implementation?
How does Propy AI ensure the security of my data during the AI integration process?
What is the process of integrating your systems and strategies into my existing business systems?
What makes you different from the other agencies?
Who is this for?
What is the pricing?
What sort of guarantee do you provide?
How to get in touch?
What kind support does PropyAI offer post implementation?
How does Propy AI ensure the security of my data during the AI integration process?
What is the process of integrating your systems and strategies into my existing business systems?
What makes you different from the other agencies?
Our faqs.
Our faqs.
The most common questions we get asked.
The most common questions we get asked.