Convert Website Visitors at 3x the Rate
A guided, AI powered website concierge that helps prospects move from browsing to booking without giving advice, asking sensitive questions, or adding friction.
Works on Any Website
SEC & FINRA Compliant Design
10 Minute Setup
Results That Matter
Built to Drive Meetings, Not Just Conversations
Get full visibility into your outreach performance and campaign health—so you can act fast, iterate smarter, and close more deals.
3x
More introductory meetings from your existing website traffic
10 min
Average setup time from start to live on your website
100%
Of conversations archived and ready for compliance review
0
Sensitive questions asked. No financial data collected, ever.
96%
Of advisor website visitors leave without engaging
Loss
Of opportunities to meet with your audience.
<2%
Average conversion rate from static contact forms
0
Context advisors receive before most intro calls
The Problem
Your Website Is Losing Prospective Clients
Static forms and scheduling links don't guide visitors. They create friction, provide zero context, and convert inconsistently, losing prospective clients before a conversation ever happens.
A Digital Front Desk, Built for Advisors
Purpose built to increase meeting bookings while maintaining a calm, professional, and compliance safe experience.
Guided Intro Booking
Engages visitors through soft, optional prompts and confidently moves them from browsing to scheduling an intro meeting.
Intent Understanding
Distinguishes between research visits, referral based interest, and meeting ready prospects so advisors know who's serious.
Pre Meeting Context
It captures a light, non-sensitive context, such as the reason for the visit and the referral source, so that consultants arrive prepared.
Works on Any Website
Embeds seamlessly on any advisor website with no redesign, no code changes, and no platform lock in required.
Compliance First Design
No investment advice, no product recommendations. Structured flows stay within clear regulatory boundaries.
Complete History
Every interaction is logged and auditable, giving compliance teams complete oversight and peace of mind.
Setup in Minutes
Go Live in
5 Simple Steps
From pasting your URL to engaging your first visitor, the entire setup takes about 10 minutes. No developers needed.
Average setup time
≈10 min
Add Your Website URL
Paste your website URL into WealthFeed. Our AI automatically crawls your site (pages, blogs, FAQs, bios, services, disclosures) and builds a Knowledge Bank so the concierge can accurately answer firm specific questions.
Brand the Concierge
Choose a concierge name (e.g., "Ask Sarah" or "Client Concierge"), upload a photo or avatar, and set an optional welcome message and tone: professional, warm, or concise.
Review and Refine the Knowledge Bank
Remove pages you don't want the concierge to reference (privacy, legal, outdated content). Add custom Q&A pairs and upload additional approved documents like PDFs, fee schedules, or welcome guides.
Add Page Based Behavior
Set page specific prompts and calls to action. For example: on your Services page, prompt "Want to see if this is a fit? Book a quick intro call." Configure trigger rules like time on page, scroll depth, or exit intent.
Embed on Your Website
WealthFeed provides a single script tag. Paste it into your website header once and the concierge goes live instantly on selected pages. Total setup takes about 10 minutes.
Once You're Live
From Visitor to Informed Meeting
The concierge handles conversations, books meetings, and delivers enriched prospect profiles so you show up to every intro call already informed.
Concierge Engages Visitors
Visitors ask questions and request intro meetings. View all conversations in your dashboard with full transcripts, page context, traffic source, and disposition (Booked, Requested follow up, or Browsing).
Calendar and Scheduling Integration
Connect your scheduling tool (Calendly, HubSpot Meetings, Chili Piper, etc.). The concierge routes visitors into the scheduling flow, pre fills context like reason for reaching out, and confirms the booking.
Enriched Prospect Profile Delivered
Once a meeting is booked, you receive an email (and optional Slack alert) with meeting details, conversation summary, transcript, visitor contact info, and a fully enriched prospect profile using WealthFeed data.
Compliance Native
Built With Compliance at the Core
Not an afterthought. Not a checkbox. Every conversation, every flow, every response is designed to stay within clear regulatory boundaries from day one.
No Investment Advice, Ever
The assistant is architecturally restricted from providing advice, recommendations, or opinions on financial products.
No Sensitive Data Collection
Conversations never ask for account numbers, net worth, portfolio details, or any confidential financial information.
Full Conversation Archiving
Every interaction is logged, timestamped, and exportable, ready for regulatory review at any time.
Auditable & Transparent
Compliance teams get full visibility into conversation flows, response logic, and escalation paths.
Structured,
Not Open Ended
Unlike generic chatbots, conversations follow pre approved flows designed with regulatory requirements in mind.
SEC & FINRA Aware Design
Built in consultation with compliance professionals to respect the boundaries of advisor marketing communications.
Pricing
Simple, Transparent Pricing
Start with a 14 day free trial.
14 Day Free Trial
$29
/Mo/Website
$0.99
/conversation
- Unlimited pages and visitors
- Calendar integration
- Team dashboard and analytics
- Full conversation archiving
- Enriched prospect profiles
- Priority support
Start Your Free Trial
One flat monthly fee per website, plus pay only when the concierge engages a visitor. No hidden fees, no commitments.
Ready to Convert More Visitors, Compliantly?
See how the WealthFeed AI Concierge can increase introductory meetings from your existing website traffic without adding compliance risk.
- No commitment required
- See how it works on your existing website
- Less than 10 minutes