Get ahead of the competition with Finanzio's All-In-One marketing system!
Unlock the potential of targeted client acquisition with precision-driven marketing campaigns. Simultaneously, streamline your agents recruitment process by leveraging intelligent tools that identify and connect you with top-tier candidates efficiently.
Get ahead of the competition with Finanzio's All-In-One marketing system!
Unlock the potential of targeted client acquisition with precision-driven marketing campaigns. Simultaneously, streamline your agents recruitment process by leveraging intelligent tools that identify and connect you with top-tier candidates efficiently.
Get ahead of the competition with Finanzio's All-In-One marketing system!
Unlock the potential of targeted client acquisition with precision-driven marketing campaigns. Simultaneously, streamline your agents recruitment process by leveraging intelligent tools that identify and connect you with top-tier candidates efficiently.
Get ahead of the competition with Finanzio's All-In-One marketing system!
Unlock the potential of targeted client acquisition with precision-driven marketing campaigns. Simultaneously, streamline your agents recruitment process by leveraging intelligent tools that identify and connect you with top-tier candidates efficiently.
What we offer
Discover below some of our key features.
Découvrez ci-dessous quelques-unes de nos fonctionnalités clés.
Powerful Ads Launcher
Access our library of top-performing ads. Launch compelling advertising campaigns in seconds, even with no prior experience. Our simple and intuitive advertising Launchpad is designed for seamless execution: deploy pre-programmed ads in just 3 clicks and enjoy a steady flow of high-quality leads.
All-in-One CRM Platform
Manage and grow your client relationships with our complete CRM platform. From lead tracking to client communication, our CRM helps you build lasting relationships. Stay organized, automate your processes, and improve client satisfaction — all within a single integrated solution.
Your Custom AI Assistant
Increase your conversions and improve your show-up rates with our AI assistant, Ava. She communicates with your leads and schedules your appointments directly in your calendar, with no effort on your part. She also sends personalized reminders to your clients to ensure a much higher appointment completion rate.
Lead Qualification
Qualify every lead and filter out the less relevant ones with our qualification system, so your team focuses only on the most promising opportunities.
Gain comprehensive insights to understand the unique needs and preferences of each prospect.
FAQ
Answers to frequently asked questions
What is the main objective of your all-in-one software?
Our software is designed to transform client acquisition into a simple, powerful, and accessible process for everyone. It enables you to generate hundreds of qualified leads based on the type of clients you want to target, whether they are families, homeowners, professionals, or any other market segment.
Choose your ideal clientele and start getting qualified appointments, even with no prior experience.
Finanzio puts control back in the hands of advisors by providing a solution that makes lead generation fast, easy, and fully automated.
Can your software help us qualify leads effectively?
Yes. Our advanced qualification system allows you to focus your efforts only on the most promising opportunities. By automatically filtering out less relevant leads, you save valuable time and optimize your resources, making your client acquisition process far more efficient and effective.
How can we access support and assistance if needed?
Our dedicated support team is always available to assist you. Contact us directly from your Finanzio CRM, book a live one-on-one Zoom call with one of our specialists, available 7 days a week! You can also create a support ticket within the platform to receive fast assistance for any questions or issues.
Quel est l’objectif principal de votre logiciel tout-en-un ?
Notre logiciel est conçu pour transformer l’acquisition de clients en un processus simple, puissant et accessible à tous. Il vous permet de générer des centaines de leads qualifiés selon le type de clients que vous ciblez, que ce soit des familles, des propriétaires, des professionnels ou tout autre segment de marché.
Choisissez votre clientèle idéale et commencez à obtenir des rendez-vous qualifiés, même sans aucune expérience préalable.
Finanzio redonne le contrôle aux conseillers en leur offrant une solution qui rend la génération de prospects rapide, facile et entièrement automatisée.
Votre logiciel peut-il nous aider à qualifier les leads efficacement ?
Oui. Notre système de qualification de pointe vous permet de concentrer vos efforts uniquement sur les opportunités les plus prometteuses. En filtrant automatiquement les leads moins pertinents, vous économisez un temps précieux et optimisez vos ressources, ce qui rend votre processus d’acquisition de clients beaucoup plus efficace et performant.
Comment pouvons-nous accéder au support et à l’assistance en cas de besoin ?
Notre équipe de support dédiée est toujours disponible pour vous assister. Contactez-nous directement depuis votre CRM Finanzio, réservez un appel Zoom en direct en tête-à-tête avec l’un de nos spécialistes, disponible 7 jours sur 7 ! Vous pouvez également créer un ticket de support dans la plateforme pour obtenir une assistance rapide concernant toutes vos questions ou problèmes.
Comment fonctionne la prise de rendez-vous assistée par l’IA ?
Notre assistante IA gère entièrement la prise de rendez-vous pour vous. Elle peut appeler vos clients, envoyer des courriels et des messages texte, puis réserver automatiquement les rendez-vous dans votre calendrier selon vos disponibilités.
Elle envoie des rappels personnalisés, confirme chaque rendez-vous, et peut même le replanifier automatiquement si le client doit changer d’heure, le tout sans aucune intervention de votre part.
Vous gagnez ainsi un temps précieux et pouvez vous concentrer sur ce qui compte vraiment : parler à des prospects qualifiés et conclure davantage de ventes.
À quel point votre plateforme est-elle facile à utiliser ?
Notre plateforme est conçue avec une interface unifiée pour offrir une expérience fluide, intuitive et extrêmement simple à utiliser. Que vous naviguiez dans nos outils marketing ou dans notre CRM, tout est pensé pour maximiser la simplicité et l’efficacité. Lancez des campagnes publicitaires complètes et obtenez des rendez-vous de haute qualité dans votre calendrier en seulement 3 clics ! Vous doutez encore ? Réservez une démonstration et laissez-nous vous le prouver gratuitement.
Comment fonctionne votre tarification ?
Nous offrons un abonnement mensuel à prix fixe qui vous donne accès à l’ensemble complet de nos outils et fonctionnalités, ainsi qu’à un accompagnement personnalisé et une configuration adaptée à votre entreprise. Une fois votre système en place, vous n’aurez plus jamais besoin d’acheter un autre forfait de leads, tout sera généré automatiquement pour vous.
How does AI-assisted appointment scheduling work?
Our AI assistant fully manages appointment scheduling for you. She can call your clients, send emails and text messages, and then automatically book appointments in your calendar based on your availability.
She sends personalized reminders, confirms each appointment, and can even reschedule it automatically if the client needs to change the time — all without any intervention on your part.
This saves you valuable time and allows you to focus on what truly matters: speaking with qualified prospects and closing more sales.
How easy is your platform to use?
Our platform is designed with a unified interface to deliver a smooth, intuitive, and extremely easy-to-use experience. Whether you’re navigating our marketing tools or our CRM, everything is built to maximize simplicity and efficiency. Launch complete advertising campaigns and receive high-quality appointments in your calendar in just 3 clicks!
Still unsure? Book a demonstration and let us prove it to you for free.
How does your pricing work?
We offer a fixed monthly subscription that gives you access to our complete suite of tools and features, along with personalized support and a setup tailored to your business. Once your system is in place, you will never need to purchase another lead package — everything will be generated automatically for you.
See What Our Clients Say About Us
Francis P.
I was skeptical at first but the system is just wow. I get good leads, constant flow and the CRM is excellent! This is makes my life so much easier!
Elijah H.
Just awesome! The intuitive interface and advanced tools simplified and accelerated our recruitment process. Having access to a pool of high-quality ad templates and automation features saves us so much time. Game-changer!
Samuel A.
This software transformed our business. The seamless integration of marketing and recruitment tools, coupled with insightful analytics, boosted our efficiency. Being able to launch pre-built ad campaigns in 3 clicks with zero experience blew my mind!!
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