Every office. Every prospect. Met personally — the moment they reach out.
Give every office on your platform a Branded library of videos — you and your team's own faces and voices, deployed as a Presence™ that engages every prospect the moment they reach out. It increases meaningful engagement from first contact through scheduled meeting and ongoing nurture — personal, on-brand, around the clock — creating more qualified conversations across your firm.
PresenceIncrease meaningful engagement from first inquiry through scheduled consultation and follow-up — consistently across every office in your firm.
Personæ Digital Presence
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01
Why We Exist
When anyone can generate a face, who is allowed to be you?
Generative AI made likeness infinitely reproducible and nearly free. The scarce thing is no longer the ability to create a digital presence — it's the authority to govern one. PERSONÆ is the identity and governance infrastructure for AI-powered representation — the system of record for who may speak as your organization, with whose consent, under what rights, and on which channels.
The groups that win the next decade won't be the ones that made the most content. They'll be the ones that owned and controlled their presence while everyone else was renting theirs. That's the problem we exist to solve.
Governance, Not Compliance
Compliance changes. Governance endures.
We don't promise compliance — we provide the framework to govern identity. You determine how you comply; PERSONÆ provides the infrastructure through which you do it.
PERSONÆ does not determine organizational policy or legal compliance. PERSONÆ provides the governance infrastructure through which organizations create, manage, deploy, monitor, and retire videos in accordance with their own legal, regulatory, and operational requirements.
PresenceYour people, present everywhere at once — every location, every channel, around the clock. Never off, never off-brand.
Your LibraryTHE BRAINYour team’s face, voice and expertise, captured once into a growing library you own — the engine behind every deployment.
Increased EngagementInstant, personal video at the deciding moment — attention turned into consults, bookings and sales.
01 Capture face, voice & expertise02 Build your library of videos03 Deploy across every location04 Engage instantly, personally05 Grow more opportunities
The Solution
A Branded library of videos for every office.
The moment a prospect reaches out — to any office — their Video Presence responds in seconds, in your team's own face and voice. It books the meeting, nurtures the relationship, and revives cold prospects — automatically, on-brand, around the clock.
Instant, personal engagement Every prospect meets a real, on-brand response in seconds, 24/7.
Always-on across the journey From first contact to meeting to long-term nurture — presence that keeps every relationship warm.
Built for your standards Aligned to SEC/FINRA advertising and archiving from day one, across every office.
Built to fit how you already work. PERSONÆ runs alongside your systems — or inside them. You decide who hears from your Corporate library of videos™, and how often. We amplify your connections — we never crowd them.
02
The Engine — See It Live
Five touches. Zero staff effort.
New Prospect
Follow-Up
Pre-Meeting
Missed-Meeting
Win-Back
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 — with total visibility.
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. And for the first time, you see the whole funnel across the group in real time — on one dashboard.
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.
Prospects
across all offices
Speed
response time per office
Meetings
booked + show rate
🔥 Hot
live engagement signals
04
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.
