The Best Lead Response for
Financial Advisors & Wealth Managers
Stop losing prospects to slow follow-up. Get done-for-you AI that responds in seconds, qualifies leads, and books consultations—all while staying FINRA-aware and integrated with your CRM.
Why Prestyj is Best For Financial Advisors
Discover the key reasons why professionals in your niche choose Prestyj
FINRA-Aware Compliance
Our AI understands financial services regulations. No investment advice, no unsuitable recommendations—just compliant lead qualification that moves prospects to human advisors.
Production-Ready in 2 Weeks
While DIY platforms take 3-6 months to configure, our done-for-you approach gets you live in 1-2 weeks. No engineering team needed, no technical expertise required.
CRM Integration Included
We handle Salesforce Financial Services Cloud, Wealthbox, Redtail, or your custom CRM integration. All conversations, qualifications, and appointments sync automatically.
Predictable Pricing, Guaranteed ROI
No per-minute billing shocks. One flat monthly fee covers unlimited conversations. If one qualified consultation closes, you've covered your costs for months.
Your Challenges, Solved
See how Prestyj transforms common pain points into competitive advantages
Pain Point
Prospects go cold during your 24-48 hour response window
Prestyj Solution
AI responds in under 60 seconds, 24/7. Prospects get immediate engagement when they're hottest—Saturday night, early morning, holidays. Never lose a lead to timing again.
Pain Point
Junior staff can't handle complex qualification conversations
Prestyj Solution
AI asks the right questions to surface AUM, investment timeline, current advisor relationship, and financial goals—without giving advice. Sophisticated qualification without the salary.
Pain Point
DIY platforms require 6+ months and $50K in engineering time
Prestyj Solution
Done-for-you eliminates all technical work. We build, integrate, test, and deploy your AI agents. You approve the strategy, we handle execution. Live in 2 weeks, not 6 months.
Pain Point
Compliance concerns about AI giving investment advice
Prestyj Solution
AI is programmed to qualify and book, never advise. Conversation flows reviewed for FINRA awareness. Every interaction stays in the safe zone while moving prospects forward.
Pain Point
Need coverage during market volatility and after-hours
Prestyj Solution
When markets crash at 4pm EST or rally overnight, prospects are searching. AI provides immediate response and books urgent consultations when your team is offline.
How Prestyj Compares
See how Prestyj stacks up against traditional methods
| Approach | Prestyj Done-For-You | DIY Platforms (Salesforce, Drift) |
|---|---|---|
Time to Production | 1-2 weeks, fully managed | 3-6 months + engineering time |
Technical Expertise Required | Zero (we handle everything) | API config, webhooks, CRM mapping |
CRM Integration | Done for you (any platform) | You configure via APIs |
Compliance Review | FINRA-aware conversations included | Your compliance team reviews |
Pricing Model | Flat monthly (unlimited conversations) | $2/conversation + hidden API costs |
Ongoing Optimization | Continuous (we monitor & improve) | Your responsibility |
Success Rate | 67% (vendor partnerships) | 33% (internal DIY builds) |
Frequently Asked Questions
Common questions about using Prestyj for Financial Advisors
Never Lose a Prospect to Slow Response Again
See how wealth management firms use done-for-you AI to respond in seconds, qualify intelligently, and book more consultations. Schedule a demo to see your AI agent in action.
Book Your DemoFINRA-aware. CRM-integrated. Production-ready in weeks.