Personæ
For RIA Aggregators & Wealth Platforms
Every office. Every prospect.
Met personally —
the moment they reach out.
An AI advisor identity for every office on your platform — engaging every prospect instantly, personally, and on-brand. 24/7. Patent-pending.
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01
The Solution
A Simulated Advisor Identity for every office.
The moment a prospect reaches out — to any office — Personae responds in seconds with a video in your advisor's own face and voice. It books the meeting, nurtures the relationship, and revives cold prospects. Automatically. No staff. No new software in your CRM.
Instant, personal response to every prospect Email + video — within seconds, every time, 24/7.
A 5-touch cadence that books and nurtures From first contact to meeting to long-term nurture — fully automated.
Compliance-built — disclosures & archiving Designed for SEC/FINRA advertising rules from day one.
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The Engine — See It Live
Five touches. Zero staff effort.
These are examples. The wording, the voice, and the backgrounds are tailored to your brand — your words, your look, your world. If you can picture it, just ask.
03
Why It Wins For Groups
One standard of prospect experience — across every office.
The platform sets the brand, the messaging, the cadence, the disclosures. Every office delivers the same polished, compliant first impression — no more "it depends which advisor followed up." Consistency is the thing platforms can never buy with headcount. Now it's a setting.
Centralized control
Brand voice, messaging, offers, and required disclosures — governed from HQ, deployed everywhere.
Local authenticity
Each office's own advisor, face, and voice — so it still feels personal to the prospect, at every branch.
04
Total Visibility
Every office, every prospect, every meeting — on one dashboard.
For the first time, the platform sees the whole funnel across every office in real time: prospects in, responses fired, meetings booked, cold leads revived, and 🔥 hot-lead signals the moment someone engages. Benchmark offices against each other. Spot the leaks before they cost you a quarter.
Prospects
across all offices
Speed
response time per office
Meetings
booked + show rate
🔥 Hot
live engagement signals
05
Why Nobody Else Can Copy It
A patent-pending moat — not a chatbot.
Filed patent family
Five provisional patents on the simulated-identity engagement system. This is protected IP, not an off-the-shelf autoresponder.
The right video at every stage
Each prospect gets the right video for where they are — first touch, follow-up, or re-engagement — in your advisor's face and voice. Nobody in wealth management is doing this at scale.
Built for multi-site
Centralized brand control + per-office authenticity + one dashboard — designed for platforms from day one.
06
The Problem — Multiplied
The bigger the platform, the more prospects go cold — at every office.
Every advisor office is its own intake bottleneck. Follow-up is slow, inconsistent, and impersonal — and the platform has no visibility into the prospects quietly drifting away across every office, the ones you already paid to acquire.
4.3%
average lead conversion
Across the industry advisors convert just 4.3% of leads — top performers hit 23%. The gap is follow-up, not leads.
3.6 mo
to convert a lead
Advisor leads take months to mature. Without patient, personal follow-up, prospects drift to whoever stayed in touch.
$742–997
to acquire one client
Advisors spend up to a thousand dollars per client — then let those expensive prospects go cold.
Sources: Broadridge 2024 Advisor Marketing Trends · SmartAsset · industry conversion benchmarks.
07
The Cost, Across Your Group
One advisor letting prospects go cold is a leak.
A whole platform is a flood.
Recover just one additional client per office per month —
$4.8M / yr
across 40 offices at a $10,000 average first-year client value. The demand is already there. You're paying for it. It's leaking out the bottom.
Illustrative. Replace with your platform's office count, prospect volume, and average client value for a tailored model.
08
Next Step
Pilot three offices.
Prove it. Then roll out the platform.
White-glove onboarding, your brand and advisors, live in days. We'll model your numbers and run a 60-day pilot — measured against your own funnel. You only scale it if it pays.
Personae · Your Mirror Image · hello@usepersonae.com
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