Hello, my name is Chris. In this article, you’ll get a high-level overview of LeadCenter.ai, the first AI-powered, fully automated, and integrated CRM built specifically for financial advisors.

What LeadCenter Does

LeadCenter covers the entire lifecycle of your client relationship journey, including marketing, sales, operations, and advanced reporting and analytics — all from one unified platform.

Marketing Features

Under the Marketing Dashboard, you can:

• Manage campaigns, events, and email marketing.
• Schedule emails to contacts.
• Manage text marketing campaigns.
• Set up texting keywords, which are especially useful for radio and TV campaigns.
• Manage form submissions.
• Create communication templates for appointments, emails, notes, and tasks.
• Track marketing goals and expenses.
• Use the built-in website and form builder.

Sales Features

In the Sales Dashboard, LeadCenter empowers you to:

• Manage full calendars with public scheduling links.
• View and update your sales pipeline.
• Trigger automated workflows.
• Manage all client communication, including phone, email, text, and form submissions.

Operations Features

LeadCenter also supports your business operations by helping you:

• Track financial accounts.
• Monitor production and commissions.
• Automate the financial questionnaire clients complete during onboarding.

Reporting and Analytics

LeadCenter provides advanced reporting and analytics, allowing you to measure performance across marketing, sales, and operations — all from one centralized platform.

Why LeadCenter Is Different

Traditionally, advisors needed to purchase more than ten separate tools to do what LeadCenter offers in a single platform, including:

• CRM
• Calendar and public scheduling
• Production tracking
• Integrated phone system for calls
• Event and seminar management
• Email and text marketing
• Automated workflows
• Website and landing page builder

LeadCenter delivers full automation for financial advisors, helping to:

• Improve the client experience
• Increase conversion rates
• Reduce operational costs

Built-In Automations

LeadCenter includes a wide range of automations, such as:

• Automated client review reminders
• Automated confirmation and reminder emails for appointments
• Automated event reminders
• Automatic contact capture from forms, emails, phone calls, and events
• Automatic event publishing to your website
• Workflow triggers when a contact is created or updated

Wrapping Up

This was a high-level overview of LeadCenter.ai.

To dive deeper, check out our other videos or visit the Help section for step-by-step setup instructions.

Thank you for watching!