AI
The Most Powerful Marketing AI Ever Developed For Financial Advisors
DRIVE is the first and only marketing software for advisors to integrate the power of generative AI to follow up, nurture and convert leads into appointments and new business. With DRIVE you can put the most advanced AI models to work for you to drive seminar attendance, convert more appointments and acquire new clients at scale.
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The Dawn of AI in Finanical Services
If you want to scale your practice, you really only have 2 options…
1) Spend more on marketing , and work more hours, or
2) Convert a higher percentage of the leads you’re
already generating into new appointments and clients.
Personally, we’re big fans of option 2.
While most advisors are constantly on the lookout for ways to generate more leads, we’ve been working on AI models that convert the leads you’re already generating into new qualified appointments!
This Could Be:
- Old Leaads and Past Prospects
- Seminar Leads That Didn’t Schedule
- Facebook Leads
- Referrals From Clients
- Radio Show Leads
- Website Visitors
Or any other source of leads…
How 
's AI Models
Help You Create Convert More Appointments
Pre Seminar Nurture
and Confirmation
- Upon registration, the AI will send a confirmation text, email, and solicit questions from the registrant.
- Two days before the event, the AI will start a conversation with the prospects to learn what topics, pain points, questions, or issues they hope to learn more about at the event.
- Upon registration and gathering information, the AI will upload the information to a Google Sheet with registration information for the event.
Post Seminar Appointment Conversion
For those who attended but did not schedule an appointment, the AI will reach out, ask how they liked they event and what they thought, solicit any additional questions, and then use those questions to convert the prospect and get an appointment with the advisor scheduled.
For those who registered, but did not attend the seminar. The AI will reach out, ask if everything is okay, and follow up by asking if they’d like an invite to the next seminar or if they’d like to schedule an appointment with the advisor to get their questions answered.
Appointment
Scheduling & Confirmation
When converting and scheduling appointments the AI will gather any required information, review the advisor’s calendar for availability, and negotiate a day and time that works for the advisor and the prospect to meet, either in person, or over Zoom.
Two days before the appointment, the AI will ask about any specific questions the prospect has or topics they would like to discuss during the appointment.
Nurture & Conversion of Past Prospects
Our AI will follow up with your leads (indefinitely), at strategic times, with strategic messaging…
Once a response is received, our AI will then engage the prospect in a conversation with the objective of qualifying and converting the lead into a scheduled appointment!
Our AI is trained to follow up with your leads around key events & hot topics such as:
Your AI Powered Website
Forget automated, robotic chat bots…
With a AI Powered website from DRIVE, our AI will personally greet each and every visitor to your website, answer their questions, and leverage every opportunity to get them registered for your upcoming seminar.
Our AI will also qualify visitors to your site to ensure that every prospect it converts to your seminar or an appointment is qualified!
No more wasting time meeting with unqualified prospects!
Your Radio
Marketing Assistant
Currently running a radio show or ads?
If you want to convert those radio leads into qualified appointments it’s all about how fast you make contact.
With DRIVE’s AI, your radio leads are able to connect with “someone” instantly, with our AI trained to qualify and convert, your radio leads now turn into seminar regsitraions and qualified appointments!
What Advisors Are Saying About DRIVE
"The power of what this AI offers our practice is mind blowing! I used to have to spend hours on the phone, calling attendees the day after a seminar trying to get everyone to book an appointment, writing emails every week to nurture my leads, and playing phone tag trying to get appointments scheduled. This AI is literally able to handle all of it and more. It really is like having a full time marketing person on my team!"
Gives You Everything You Need and Nothing That You Don’t To Scale Your Business Profitably!
Without the expense or frustration of managing countless subscriptions
Next Level AI™
DRIVE is the first and only AI powered marketing software developed exclusively for Financial Advisors
DRIVE CRM
Manage all of your leads, prospects, seminar attendees and even clients with DRIVE's easy to use CRM.
Seminars
Put DRIVE's AI to work managing your seminars from registration to first appointment, and everything in between.
Appointments
DRIVE makes it easy to manage your appointments. From scheduling to confirmation, first appointment to close.
Lead Gen
Got leads? You do now! With DRIVE you can click and deploy a lead gen campaign in minutes, not weeks.
Funnels
Need a funnel? DRIVE comes with every funnel you need. Lead gen, webinars, seminars, radio, video courses and more!
Email Marketing
With DRIVE's built in AI, you can ditch the canned newsletters and send nurture content that moves prospects to action!
Ads Management
Tired of fighting with Facebook? With DRIVE you can choose from hundreds of proven ads to drive leads, seminar registrations, appointments and more in just a few clicks.
Social Media
Managing your social strategy just got a whole lot easier. You can now create and post engaging content in a matter of minutes.
Websites
Tired of your website not generating leads? Welcome to the future of websites. With DRIVE you now have an AI powered site to convert visitors into leads and appointments!
SMS
Text messaging is the number 1 preferred method of communication among prospects and clients. With DRIVE you can send and receive messages, or let our AI do it for you!
Webinars
Engage more prospects by moving your seminar online with DRIVE's webinar funnels.
Courses
Convert more appointments and close more new clients by educating your market with your own online courses!
Content
Need content that converts for emails, landing pages, ads and more? We've got you covered.
Calendars
Say goodbye to phone tag and manual scheudling. With DRIVE you can now manage multliple calendars in a single interface.
Analytics
Say goodbye to spreadsheets! DRIVE delivers the data you need to make informed busienss decisions in real time.