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.
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 book more meetings.
Your website is losing prospective clients
Static forms and scheduling links do not guide visitors. They create friction, provide zero context, and convert inconsistently, losing prospective clients before a conversation ever happens.
96% of advisor website visitors leave without engaging.
Purpose built to increase meeting bookings
A calm, professional, and compliance safe experience for every visitor.
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 is serious.
Pre meeting context
Captures light, non-sensitive context, such as the reason for the visit and the referral source, so you 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.
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.
1 · Add your website URL
Paste your URL into WealthFeed. Our AI crawls your site (pages, blogs, FAQs, bios, services, disclosures) and builds a Knowledge Bank so the concierge can accurately answer firm specific questions.
2 · Brand the concierge
Choose a concierge name, upload a photo or avatar, and set an optional welcome message and tone: professional, warm, or concise.
3 · Review and refine the Knowledge Bank
Remove pages you do not want referenced, add custom Q&A pairs, and upload approved documents like PDFs, fee schedules, or welcome guides.
4 · Add page based behavior
Set page specific prompts and calls to action, and configure trigger rules like time on page, scroll depth, or exit intent.
5 · 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.
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.
Calendar and scheduling integration
Connect Calendly, HubSpot Meetings, Chili Piper, and more. The concierge routes visitors into the scheduling flow, pre fills context, and confirms the booking.
Enriched prospect profile delivered
Once a meeting is booked, you receive an email (and optional Slack alert) with the conversation summary, transcript, contact info, and a fully enriched prospect profile.
Built with compliance at the core
Not an afterthought. Not a checkbox. Every conversation, every flow, and 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 and 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.
"We implemented WealthFeed's WebLeads and it only took a couple minutes to set up. We immediately started seeing results, including 2 scheduled meetings and multiple $1M+ leads over the weekend. It's been a game changer for our organic growth, helping convert website traffic into prospect meetings."
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.