Your AI Sales Team
Never Sleeps
ClientRun Ai automates prospect research, relationship nurturing, and client engagement — so your wealth management firm grows assets under management and attracts high-net-worth clients without hiring additional advisors.
Everything you need to grow AUM and client relationships
Five interconnected AI systems working together — from prospect discovery to long-term relationship management — so you focus on wealth strategy, not manual tasks.
AI Prospect Research & Targeting
Intelligently identify high-net-worth prospects that match your ideal client profile. Automated research pulls wealth indicators, investment preferences, and life events — all in one dashboard.
AI Relationship Manager
Your virtual relationship manager handles touchpoints, sends personalized market insights, and schedules check-ins — keeping clients engaged and top-of-mind without manual effort.
Client Communication Automation
Deliver timely market updates, portfolio insights, and personalized financial reports on schedule. Multi-channel delivery across email, SMS, and portal — branded to your firm.
AI-Driven Business Development
Real-time analytics track client engagement, identify upsell opportunities, and surface referral prospects. Get actionable intelligence on who to reach out to and when.
Wealth Management Workflow Templates
Launch in days, not months. Pre-built compliance-ready workflows for client onboarding, annual reviews, rebalancing reminders, and wealth transition planning — ready to deploy.
Real Estate Niche Focus
Built exclusively for real estate service firms. Every script, template, and automation is calibrated for agents, brokers, property managers, and adjacent service providers.
From discovery to new clients in 30 days
A proven four-step process that turns your AI Growth Engine into a predictable, always-on business development machine for wealth advisors.
Discovery & Setup
Takes 3–5 business daysDiscovery & Setup
Takes 3–5 business daysWe audit your current book of business, define your ideal client avatar, and configure your AI Growth Engine with wealth management–specific workflows for research, outreach, and relationship management.
AI Prospect Discovery Launches
100–1,000 qualified prospects/monthAI Prospect Discovery Launches
100–1,000 qualified prospects/monthYour AI engine identifies high-net-worth prospects matching your ideal profile, pulls wealth data, and begins personalized outreach via email with market insights tailored to their situation.
Relationship Building on Autopilot
Engagement tracking every stepRelationship Building on Autopilot
Engagement tracking every stepProspects receive timely market updates, portfolio insights, and personalized financial intelligence. Interested prospects trigger meeting requests and are automatically added to your CRM workflow.
Client Lifetime Management
Continuous AUM growth accelerationClient Lifetime Management
Continuous AUM growth accelerationAfter client onboarding, AI handles annual reviews, rebalancing recommendations, and referral nurturing. Every client interaction is logged, and recommendations surface upsell opportunities.
Numbers that speak for themselves
Real outcomes from wealth advisors and financial service firms that deployed the AI Growth Engine.
Average AUM growth within 12 months
Reduction in time spent on business development
Increase in client meeting conversion rate
Time to first qualified prospect meeting
Predictable AUM Growth
Replace unpredictable referral streams with a systematic, always-on business development engine that builds your client base consistently.
Hours Saved Every Week
AI handles research, outreach, and client communications so your team focuses exclusively on wealth strategy and relationship-building.
Higher Conversion Rates
Personalized messaging and timely engagement increase the likelihood prospects say yes to initial meetings and become long-term clients.
First Results in 14 Days
Qualified prospects begin entering your pipeline within two weeks of launch. Your team focuses on closing, not chasing.
Scale Your Firm
Grow AUM and add high-net-worth clients without expanding your team or increasing overhead costs.
Full Visibility & Reporting
Real-time dashboard tracks prospect engagement, AUM pipeline, client lifetime value, and conversion metrics — everything in one place.
Common questions
Everything you need to know about the AI Growth Engine.
It's purpose-built for wealth advisors, financial planners, and wealth management firms that want to grow AUM and client relationships without hiring additional staff. From solo advisors to boutique firms, ClientRun Ai scales with your business.
Onboarding takes 3–5 business days. We configure your ideal client profile, map your business development workflow, and launch your first prospect campaigns. Most firms see qualified meetings within 2 weeks.
Zero. We handle the entire setup, integration with your CRM and portfolio management tools, and ongoing optimization. You get a clean dashboard to track AUM growth and we handle the automation.
Every workflow, sequence, and communication template is calibrated specifically for wealth management and financial services. We don't sell generic AI — we sell a pre-configured growth system with proven results in your industry.
AI handles prospect research, sends personalized wealth insights, schedules check-ins, and manages client communication workflows. Every interaction is tracked in your CRM so you have a complete view of each relationship.
We integrate with Salesforce, HubSpot, Redtail, and other major wealth management platforms. We also connect with Schwab, Fidelity, and other portfolio systems. Custom integrations are available on request.
Ready to grow your AUM on autopilot?
Book a free 30-minute strategy call. We'll audit your current client acquisition process, identify growth opportunities, and show you exactly how the AI Growth Engine can attract high-net-worth prospects and scale your AUM.
- No commitment required
- Custom AUM growth audit included
- See live demo of your AI business development system
- Get a 90-day growth roadmap
30 minutes. No sales pressure. Just a clear growth plan.