Smart Campaigns

For Financial Advisors

Get to know your clients in a few clicks




Your Offer

There are a lot of services you can offer, but knowing what your client needs is the key.

Use Smart Campaigns to understand where your client is financially, what they need and what they are looking for by offering a FREE Financial Assessment.

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The Reward

Your prospect gets their free assessment with instant dynamic results. You collect the data to create the perfect recommendation based on their needs.

Message them automatically or personally and provide the perfect offer.


Unlimited Possibilities

Smart Campaigns have been designed to be added to your website, emails, social media, marketing and advertising.

Add as many Smart Campaigns as you need to create as many leads as you need. All stored in the sales CRM. 

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Smart Campaigns

That Your Prospects Will Love!


We build prospect friendly campaigns that create more leads 24/7.