Turn Visitor Questions Into Qualified Leads With AI-Powered Financial Calculators

Build trust and capture high-intent prospects with interactive retirement planning tools. Your visitors get instant, personalized financial guidance. You get qualified leads automatically flowing into your CRM.

PROBLEM

Financial Advisors Struggle to Convert Visitors Into Qualified Leads

Most financial websites provide generic information that doesn't engage visitors or capture their contact details. You're missing opportunities to identify serious prospects who are actively planning their financial future. Without a mechanism to qualify and capture leads during the research phase, you're leaving money on the table.

SOLUTION

How It Works

AI-Powered Interactive Calculators

Deliver instant, personalized financial answers that keep visitors engaged on your site longer. Your retirement, savings, and investment calculators use sophisticated algorithms to provide accurate, credible guidance that builds trust. Visitors get the clarity they need while you collect valuable data about their financial situation.

Automatic Lead Capture and CRM Integration

Every calculation automatically captures visitor information and flows qualified leads directly into your GoHighLevel CRM. No manual data entry or follow-up delays. Your sales team gets hot prospects with known financial goals and savings amounts ready to close.

SEO-Optimized Content at Scale

Launch with 40 AI-generated financial articles that drive organic traffic and establish authority in your niche. Each article is optimized for search rankings and naturally guides readers toward your interactive tools. More traffic plus better conversion means faster growth without ongoing content costs.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.