Unlock the Power of AI for your RIA
Traditional front-office processes for driving organic growth are outdated and inefficient, specifically in lead generation, sales, and marketing.
Automate prospect and client engagement, streamline your CRM, and grow your practice effortlessly with VastAdvisor's cutting-edge AI solutions.
Automate your front office with AI.
Consolidate your sales and marketing tech stack.
Save time, money and accelerate your growth.
Key Benefits
Practical AI Automations
For Your RIA
VastAdvisor’s AI automations are designed to drive organic growth by streamlining lead generation, nurturing, and client engagement. Automatically qualify leads, manage personalized outreach campaigns, and follow up with prospects across multiple channels. Free up your time to focus on building relationships while our AI powers your practice’s growth with intelligent, automated solutions.
AI-Powered Prospect Engagement
Personalize and automate outreach through multiple channels, including email, SMS, and voice, powered by AI.
CRM Automations
Save time and increase productivity by automating CRM tasks, including lead qualification, follow-ups, and data updates.
Lead Generation & Nurturing:
Generate high-quality leads from third-party sources and nurture them with AI-driven campaigns tailored to your audience.
Automated Content Generation:
Effortlessly create personalized content to engage clients and prospects at every stage of their journey.
VastAdvisor Greet:
AI-Driven Chat, SMS and Email for Seamless Prospect Engagement
Unlock the power of real-time engagement with VastAdvisor Greet, leveraging AI to automate personalized conversations through chat and SMS. Whether a prospect reaches out via your website, social messaging, phone or responds to a marketing campaign, Greet ensures immediate, relevant follow-ups that keep them engaged and moving through your sales funnel.
Instant Chat Response:
Engage prospects in real-time with AI-powered chat, providing answers, scheduling meetings, and engaging leads without delay.
Automated SMS and Email Follow-Ups:
Deliver personalized SMS and Email messages at perfect moments, ensuring consistent communication and building trust with prospects.24/7 Availability:
Let VastAdvisor Greet handle inquiries and initiate conversations anytime, ensuring no lead goes unattended, even outside business hours.
VastAdvisor Work:
AI Powered Prospect Engagement, CRM, Fully Automated Lead Nurturing, Content Creation, and Reputation Management
Take your practice to the next level with
VastAdvisor Work, combining the powerful prospect engagement of Greet with a fully integrated AI-powered CRM. VastAdvisor Work allows you to automate client communications and streamline your workflow with intelligent tools that handle everything from lead nurturing and qualification to CRM updates—so you can focus on growing your practice, not managing data.
Seamless Prospect Engagement with Greet:
Effortlessly engage prospects via AI-driven chat and SMS, providing instant responses and personalized follow-ups across multiple channels.Fully Integrated AI-Powered CRM:
Manage prospect data, automate tasks, and keep your CRM up to date with AI-driven automations that reduce manual work and ensure accurate, real-time information. Integrates with your existing CRM.GPT-Powered Lead Nurturing Workflows:
Automate personalized lead nurturing campaigns with AI-generated emails, SMS, and follow-up content, keeping your prospects engaged throughout their journey with tailored, intelligent communications.Automated Lead Scoring and Follow-Ups:
Automatically prioritize leads and schedule follow-ups based on their engagement, helping you focus on high-potential prospects without missing key opportunities.Auto Blogging for SEO:
Automatically generate SEC Compliant and SEO-optimized blog content tailored to your target audience, driving organic traffic and boosting your online visibility without the need for manual writing.
Engaging Social Media Posts:
AI creates and schedules personalized social media posts that resonate with your audience, helping you maintain a consistent online presence and engage followers with minimal effort.
Reputation Management:
Automatically solicit and respond to client reviews across platforms like Google and Facebook, enhancing your online reputation and building trust with prospective clients through positive feedback and timely responses.Smart Task Management:
Assign tasks, set reminders, and track client interactions—all powered by AI and intelligent workflows —so you never miss a step in your client journey.
VastAdvisor Grow:
The All-in-One AI Solution for Lead Generation, Engagement, and Business Growth
Maximize the growth of your financial advisory practice with
VastAdvisor Grow, an all-encompassing AI-powered platform that integrates prospect engagement, CRM automation, lead nurturing, advertising, and voice automation. From the first point of contact to ongoing client management, VastAdvisor Grow gives you everything you need to attract, engage, and convert high-quality leads, while automating your entire workflow.
VastAdvisor Greet – AI-Powered Prospect Engagement:
Automate personalized outreach via chat, SMS, and email. Greet engages your prospects with real-time responses and follow-ups, ensuring no lead goes unnoticed.
VastAdvisor Work – AI-Powered CRM and Lead Nurturing:
Streamline your client management with Work’s fully integrated AI-powered CRM. Automatically score leads, manage tasks, and personalize outreach with GPT-powered lead nurturing workflows to keep prospects engaged throughout the funnel.VastAd – AI-Powered Ad Platform:
Reduce ad costs by 90% and increase ad effectiveness by 105% with VastAd, an AI-driven advertising platform that optimizes audience targeting, ad copy creation, and campaign performance to deliver maximum ROI.VastVoice – AI-Powered Voice Automation:
Use VastVoice to manage outbound calls and follow-ups with AI-driven voice technology, automating routine prospecting tasks and lead qualification through natural, human-like voice interactions. Learn more about VastVoice.ai.AI-Powered Lead Generation & Multi-Channel Campaigns:
Automatically identify and qualify leads from third-party data sources and manage personalized campaigns across email, SMS, social media, and voice channels, powered by AI to maximize engagement and conversions.
Transform Your RIA with
AI-Driven Growth
Boost client engagement, automate lead generation, and scale your practice effortlessly with VastAdvisor’s powerful AI solutions tailored for financial advisors.
Flexible Pricing Plans to Suit Every Practice
Choose a plan that fits your business needs and enjoy
a 30-day free trial with no risk—cancel anytime. Unlock the full potential of AI-powered automations to drive growth and efficiency in your financial advisory practice.
MONTHLY
VastAdvisor Greet
Streamlines and automates client/prospect interactions and scheduling with AI efficiency
Omni Channel SEC Compliant AI Chat Agent: (Web, eMail, SMS, Social).
AI Agent training on RIA Website and knowledge base.
Front Desk AI Agent: tasked to answer general inquiries.
Scheduling AI Agent: tasked to schedule calls.
Outlook/Gmail Calendar Integration.
A2P Compliant SMS and VM Phone Number.
Missed Call Workflow for AI Automated SMS/Voice Response.
Basic Support
1 User License
10,000 Contacts
$249 /mo.
MONTHLY
VastAdvisor Work
Save time and money by fully automating your CRM and content marketing efforts with AI and APIs.
Everything in Greet +
VastAdvisor CRM
Fully Automated AI Workflows
APIs (integrate with your existing CRM)
Prospect Profiler AI Agent: tasked to qualify leads.
Dynamic Lead Scoring
Configurable Dashboards
Attribution Reporting
Full Featured Email|SMS Marketing Platform
Form and Survey Builder
AI Social Publisher
Autoblog Agent: automated SEC complaint and SEO-optimized blog posts.
LinkedIn, GoogleMyBusiness, Meta and WhatsApp Integrations.
Google Analytics, Ads, and Ad Words Integration.
Yext Business Listings Integrations.
Reputation Management Dashboard, Widget and AI Response Automation.
Priority Support
100 User Licenses
100,000 Contacts
$999 /mo.
MONTHLY
VastAdvisor Grow
Accelerates your RIA's organic growth with advanced AI automation for lead generation, sales, and customer support.
Everything in Greet and Work +
Lead Collector Agent: tasked with identifying new leads.
AI Lead Nurture Workflows and Automations.
VastVoice AI Agent: 750 min per month of VastVoice AI for outbound and inbound voice automations.
VastAd - AI Powered Ad Platform
Funnels.
Premium Support.
Unlimited Users.
Unlimited Contacts.
$1,999 /mo.
Frequently Asked Questions
What is VastAdvisor?
VastAdvisor is an AI-powered platform designed to help financial advisors automate client engagement, lead generation, and CRM management, freeing up your time to focus on personalized financial advice and growing your practice.
How Does VastAdvisor Integrate with my Existing CRM?
VastAdvisor seamlessly integrates with most major CRM platforms, ensuring smooth automation of tasks like lead scoring, follow-ups, and data management without disrupting your current workflows.
How Does VastAdvisor Help Generate Leads
Our AI-powered tools identify and qualify leads from third-party data sources, automate personalized outreach, and nurture prospects through multiple channels, ensuring a steady flow of high-quality leads.
Is VastAdvisor Easy to Setup
Yes, VastAdvisor is designed for easy implementation. Our team provides full support to help you get started and ensures a smooth onboarding process with minimal disruption to your existing systems.
What Kind of Content Can VastAdvisor Create?
VastAdvisor automates the creation of SEO-optimized blogs, engaging social media posts, and personalized lead nurturing campaigns, making it easy to keep your audience engaged without manual effort.
How Can VastAdvisor Improve Client Engagement?
VastAdvisor uses AI to personalize and automate client interactions across email, SMS, voice, and social media, ensuring timely and relevant engagement that enhances the client experience.
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