Outreach that runs itself
Launch multi-channel campaigns across email, social, and real direct mail. A separate sending domain protects your reputation, AI recommends the next follow-up, and Proofpoint keeps everything compliant.
What you can do
Email automation
Send from a separate domain so your primary reputation stays pristine.
Social media automation
Automate connections and follow-ups across the channels advisors live in.
Real direct mail
Handwritten notes and postcards, sent automatically, no pen required.
Multi-channel campaigns
Sequence email, social, and mail into one set-and-forget motion.
Intelligent follow-ups
AI recommends who to nudge next, and how, based on engagement.
Proofpoint compliance
Outreach reviewed and supervised to meet your compliance requirements.
Set it once. Let the sequence run.
Every channel. One inbox.
Email, social, and every touchpoint in between, threaded into a single conversation view. See what's coming in, what's going out, and what deserves your attention next, without bouncing between tabs.
- Inbox and outbox across email and social, side by side
- AI recommendations queued and ready to act on in one click
- Replies drafted in your voice, sent without leaving the thread
- Daily sending limits and activity tracked automatically
Sequences that adapt as they run.
Build a campaign once and let it orchestrate email, social, and direct mail in the right order. When someone replies, opens, or goes quiet, the sequence adjusts on its own.
- Drag-and-drop sequences across every channel
- Branching logic based on real engagement
- Triggered by Money-in-Motion and life events
- Send windows and daily limits respected per channel
Your next move, already queued.
Every morning the engine looks across your signals, conversations, and campaigns, then hands you a short list of the actions most likely to create a meeting. Accept, edit, or skip, and the queue keeps working.
- A prioritized action list, refreshed daily
- Each recommendation explained, never a black box
- One click to accept and schedule
- Skipped items teach the engine your preferences
"WealthFeed has allowed me to tap into markets I wouldn't have otherwise explored. It has marketing features that absolutely blew me away."
See it in action
Book a 20-minute demo and we will show you what is waiting in your market today.