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AI Agents
AI tools designed to automate communication, streamline workflows, and save you hours every week
Available AI Agents
Claudia
Al Meeting & Call Assistant
Prepare for meetings, transcribe calls, capture notes, and generate follow-up drafts, all saved automatically to the client record.
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Sina
Al Email & Text Assistant
Write polished emails, personalized text messages, and build branded email layouts in seconds, all directly inside LeadCenter.
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Cody
Communications Compliance Auditor
Quickly check email and text templates for potential FINRA & SEC compliance issues before you send.
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Speak AI
Voice-to-Text Transcriber
Dictate notes, emails, and texts with your voice. AI refines and formats them automatically.
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Linus
Landing Page & Form Builder
Instantly create complete landing pages and forms, hosted, designed, and integrated with your LeadCenter workflows.
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Sina
Context-Aware Text Writer
Write clear, persuasive text messages and chats instantly
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Cody
SEC & FINRA Compliance Auditor
Review client records for potential compliance gaps with actionable recommendations.
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Claudia
AI Call Assistant
Automate transcribing inbound and outbound calls.
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Sina
Context-Aware Email Designer
Build branded email layouts in seconds, no coding needed.
Available in Q3 2026
Troy AI Agents
AI agents that analyze your leads, identify opportunities, and automate next steps across your sales process.
AI Analytics
Analyze your reports and your business using AI. Get recommendations on what to do next.
AI Sales Agent
Use AI to analyze your sales pipeline and know which lead to focus own and the best course of action to convert more leads.
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Access your contacts, calendar, and tasks on the go with the LeadCenter mobile app for iOS and Android.
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All-in-One CRM For Financial Advisors.
Automate your marketing, sales, and operations processes and increase your lead-to-business conversion rates with a fully automated platform designed specifically for financial advisors.
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