Jesco for Financial Services
Your advisors close clients. They shouldn't be chasing them.
Annuity firms, RIAs, and wealth management practices lose more revenue to bad follow-through than to bad leads. Jesco for Financial Services captures every inbound prospect, qualifies them through compliance-aware conversations, and reactivates the stalled prospects sitting in your CRM. Your advisors stay focused on closing.
The Problem
The leak between marketing spend and closed business.
A prospect fills out a form for a retirement income review. Your advisor is in a client meeting. By the time they call back two days later, the prospect has scheduled with someone else. Or they don't fill out a form at all, just download the guide and disappear into a 200-name list that nobody works.
The cost is not the lead. The cost is the marketing budget you spent acquiring them, the revenue you projected from them, and the assets under management that walked to a competitor with faster systems.
What It Does
Built for financial services workflows.
Inbound lead qualification
Captures every inbound across web, email, and phone. Qualifies based on asset level, retirement horizon, and product fit. Books the advisor consultation on the calendar within minutes. Compliance-aware language throughout, no investment advice, no pressure tactics.
Advisor handoff with full context
When the prospect books the meeting, the advisor receives a complete brief: the conversation transcript, the prospect's stated goals, the qualifying details, the recommended product line. No tell-me-about-yourself moment. The advisor walks into the call ready to close.
Stalled prospect reactivation
The prospects who downloaded the guide and never booked. The ones who took the first meeting but didn't move forward. The ones who said call me in six months eight months ago. Reactivation campaigns surface the ones who are now ready, without your advisors making 200 cold calls.
Compliance-aware document automation
Suitability documentation, advisor notes, follow-up correspondence. Generated from the conversation and the firm's compliance templates. Reviewed by the advisor before sending. The administrative work that eats your team's afternoons, finished in minutes.
Proof
The SDR above is the SDR we deploy.
Not a demo. The agent you just talked to is already in production for the firms we work with.
An eight-advisor financial services firm was losing leads in inboxes.
After deployment, every inbound lead was captured, scored, routed, booked, and followed up automatically.
Lead response time dropped from over four hours to under four minutes.
Roughly half of previously dead leads returned to active conversations.
Security
Built for the compliance posture financial services requires.
What An Engagement Looks Like
Configured to your firm in 30 to 60 days.
Every install starts with a 30-minute diagnostic call. We map your current advisor and prospect workflows, identify the highest-leverage gaps, and quote a scope and timeline specific to your firm. Most financial services engagements land between $18,000 and $42,000 to build, plus monthly retainer for ongoing operation and optimization.
Performance guarantee on every engagement. If we don't increase your prospect-to-meeting conversion rate by at least 25% within 90 days of launch, we work for free until we do, or refund the install fee in full. Your choice.
See it before you buy it.
Nova is live on this page. Talk to her now, the way a real lead would. If she earns the call, she will book the call. That is the entire pitch.