Arnis engages high-net-worth prospects via SMS, qualifies their investment needs, and books advisory consultations automatically.
AI-driven conversations identify investor needs, qualify prospects, and schedule advisory meetings automatically — letting your team focus on what matters most.
Three steps to grow your advisory practice.
Upload HNW leads via CSV, sync from your CRM, or push contacts through the API. Arnis organizes and deduplicates automatically.
Arnis starts natural conversations, gauges investment interest, timeline, and portfolio size. It respects TCPA rules and your firm's compliance guidelines.
Qualified prospects are scheduled for advisory calls or transferred directly to your wealth advisors. More meetings, less cold calling.
Arnis understands the wealth management landscape and communicates with the sophistication your clients expect.
Everything your firm needs to engage more prospects and onboard more clients.
Client Lifecycle Nurturing
Automated touchpoints from initial inquiry through portfolio review reminders. Keep prospects warm and clients engaged without manual effort.
Investor Profiling
AI assesses risk tolerance, investment horizon, and portfolio size through natural conversation. Only qualified HNW prospects reach your advisors.
Compliance Awareness
Understands SEC and FINRA communication guidelines. AI never makes performance promises or provides specific investment advice.
CRM Integration
Syncs with Wealthbox, Redtail, Salesforce, and 10,000+ tools via Zapier and Make. Your pipeline stays in sync automatically.
Warm Advisor Transfers
When a prospect says they're ready, Arnis calls your advisor and bridges the connection. The prospect is already qualified and expecting the call.
24/7 Prospect Engagement
Never miss a high-value lead. AI engages prospects around the clock within TCPA windows, then schedules consultations during your advisory hours.
Stop leaving money on the table. Let Arnis bring qualified investors directly to your advisory team.