Financial Consulting and Asset Management
It is a high-value consultative sales segment where trust and speed of service make the difference. Financial advisors and wealth managers need tools that allow them to scale their service capacity without losing the personalized treatment that their clients expect.
Solutions by company size
Recommended stack
Institutional Website / Landing Pages
Chatbot RAG (Retrieval-Augmented Generation)
CRM and Sales Pipeline
LinkedIn Ads + Social Selling B2B
Document Generation and Review with AI
Content Marketing and Authority
Audit and Compliance (RGPD, ENS, NIS2)
Lead Enrichment and Automatic Qualification
ABM (Account-Based Marketing) for B2B
LLM Guardrails
International Compliance
Local SEO and Google Business Profile
Social Media Management
Smart Agenda System
Conversational Chatbot (WhatsApp / Web)
Google Ads (Search, Display, Shopping, PMax)
Commercial pitch
“You will be able to manage more high-value relationships with a consultative process that scales without losing quality or security in the processing of your clients' data.”
Target KPIs (90 days)
Applicable packages — Start AI
Entry packages to close in 1-2 weeks, generate immediate MRR and create base for upsell in 3-6 months.
Presence
Setup: €2,000 – €4,000
MRR: €300 – €600/month
Delivery: 23 weeks
KPI: +50% local visibility in 60 days
Included products:
Conversion
Setup: €1,500 – €3,500
MRR: €250 – €500/month
Delivery: 1-2 weeks
KPI: -40% no-show, +20 reservations/month via digital
Included products:
Quick Sales
Setup: €2,500 – €5,000
MRR: 500 – 1,500 €/month
Delivery: 1-2 weeks
KPI: First leads in 7 days, ROAS > 3× in 60 days
Included products:
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