wealth & asset management

Drive Predictable AUM Growth with AI

Book Consultation
wealth & asset management

37% of clients will switch for a better experience. Will you be their choice?

Navigating the dynamic wealth and asset management industry can be intricate, with evolving client demographics, generational shifts, and rising competition from innovative fintechs. The key to sustainable growth lies in the strategic centralization of data and incorporation of AI. Our approach is not just about providing solutions, but about partnering with you to implement personalized customer interactions, build trust with automation that reduces friction and fosters human connection, and anticipate the needs of your clients while prioritizing their financial wellness. We’re here to help you unlock the potential in your data and guide you through your AI transformation journey.

There is a generational shift in your clients. Your tech stack and go-to-market strategy needs to catch up. 

Customers have more power in the digital-first, multichannel, work-from-home, data-driven environment. There is a shift from portfolio performance to holistic performance that values client experience and ease of doing business. This presents both challenges and opportunities:

  • Only 25% customers agree their advisor is invested in their financial well-being, and 18% agree that the advisor can anticipate financial needs.
  • Only 20% of customers agree that they get the assistance they need with an Agent.
  • 74% of customers believe communicating honestly and transparently is more crucial now than before the pandemic.

On the other hand:

  • 77% of customers would invest more money with companies that provides seamless digital customer experiences.
  • 74% of customers want banks to personalize their experiences and willing to share more data for better services.
  • 84% of customers expect a knowledgeable agent to solve their problem.

Learners' Wealth Playbook

Implement a robust Go-to-Market strategy with solutions that infuse agility and intelligence in your operations to:

  • Improve client satisfaction, advisor satisfaction and productivity
  • Reduce Customer onboarding time and errors
  • Enhance risk management and compliance
  • Increase wallet share, client retention rates, and referrals.

The Product Tour

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A fully connected platform that provides a 360 Command Centre of your marketing channels, pipeline, clients, operations, and everything in between. This is a high ROI and quick time-to-value solution.

The platform comes packed with pre-configured playbooks, workflows, and reports with best practices baked in. These best practices are built by industry veterans and can be customized to each advisor to suit their own unique niches.

It all starts with your own vision of the future and how you want to provide an exceptional client experience. We are just here to enable and guide you along that journey.

The Lead Gen Engine

Hunt with a spear but with the coverage of a net.

No one opens cold emails or answers cold calls anymore. Your outreach has to be authentic yet personalized, multi-channel yet channel appropriate. Most importantly, it has to yield results and be compliant.

While there are several digital marketing agencies out there, they all solve one piece of the puzzle, leaving you to assemble all the pieces yourselves.

With HubSpot's comprehensive CRM platform and Learners.ai's customizations for financial advisors, all your lead generation can live, grow, and get smarter all in one platform that connects and orchestrates all your specialty apps together.

Segmentation Demand Gen Lead Scoring Lead Nurturing
Customer Segmentation
Analyze 1st party & 3rd Party Sources
ML based Segmentation
Human based industry expertise
Design Target Personas
Acquisition & Tracking
Multi- channel outreach bots
Increase traffic to targeted content
Optimize conversions by channel
Lead Scoring
Engagement Data
Demographics/ Firmographics/ Technographic
Browsing Behavior
Lead Nurturing
Personalized Touches & Offers
Re-Engagement Campaigns
Increase Meetings Booked
The Art of Closing

The Art of Closing

Pipeline automation with a powerful CRM.

When you have a clear view of your pipeline with all your administrative tasks, email sequences, and grunt work is automated away, you can truly start to understand where the bottlenecks are to achieving predictive, sustainable growth.

With years of industry experience and input from 100+ financial advisors, we have converted the sales process into a science. But closing a deal requires trust and a strong relationship, which is truly an art, and not something that can be automated.

We do the science really well so you can focus on your art.

Digital Client Onboarding

Turn your bottleneck into an opportunity to delight.

No one likes filling out paper forms or entering data in manually. It is now possible to extend the functionality of HubSpot's powerful CRM to gather information directly from prospects through secure forms or through a secure client portal.

We have forms pre-built with most of the data required by Fidelity for opening accounts, and able to customize and integrate it with any other platform.

When a client knows from Day 1 that you are trying to make their lives easier, you're off to a good start.

Start Onboarding Open Account Red Carpet
Deal Moves to Onboarding
Send Welcome Email with Form links
Status Tracking & Automatic Reminders
Due Diligence Checks
Account Opening Forms
Fill out Account Specific Forms
Send for Signatures
Submission to Broker/Dealer
Confirmation
Account Number Updates
Send Clients Confirmations by email/mail
Send Welcome Package & Gift
Move deal to Closed Won
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Manage Households & Accounts

Single login and source of truth.

Go beyond the contacts and see the relationships between your contacts and what assets and accounts you are managing for them. Our solution comes equipped to handle integrations with your book of records or accounting and custodian platforms to update valuations in HubSpot.

No need to switch screens or scramble to find the right data when a client calls in. With HubSpot's integrated calling, the contact record pulls up as soon as the phone rings.

Reviews & Referrals

Strong compliance with a great client experience.

Annual reviews should not be a source of anxiety, but a window of opportunity. Automate the administrative work and trigger automatic investment review meetings with a smooth, secure, and compliant process for clients.

Turn your clients into advocates, encourage and reward them to bring in more referrals with the best source of marketing: a satisfied customer. Nurture your best sources of referrals and shower them gifts every time they help close business.

From self-service portals, chatbots, or in-person meetings, we help you connect and service your clients the way they want you to service them.

Investment Review New Referral Service Request
New Referral from Existing Client
Send Thank You email to both referee and referrer
Send Thank You gift and handwritten card to Referee by mail
Capture the referee’s sentiment and share with other clients
Today = Last Review Date + 90 Days
Send Client Email with Digital form and meeting links
Create Review package for Advisor and assign tasks
Complete forms & Signatures
New Client Request
Create ticket from email and send notification to Ops
Acknowledge Client Request email
Create and resolve tasks internally within SLAs
Fulfill client request and get feedback on performance
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Attribution & Analytics

Know exactly what each dollar earns.

It is your job to make prudent financial decisions for your clients, and we help you make prudent decisions for your business. See clear attribution on how each dollar spent on marketing and sales converts to revenue.

From the simplest to the most complex revenue attribution models out there, our team has the expertise to take your tracking and analytics to the next level and turn your data into gold.

Never spend another dollar without knowing the expected return.

Built by Industry Experts

At Learners.ai, we're not just a collective of tech enthusiasts; we are CFA Charterholders, financial services practitioners, seasoned RevOps Consultants, data scientists, Solution Engineers, and full-stack developers. With over 40 years of combined hands-on experience, we're reshaping the Wealth Management industry through a data-driven, AI-powered lens, spanning marketing, sales, client success, operations, and compliance.

"HubSpot for Wealth Management" is crafted with a deep understanding of the industry's distinct challenges and opportunities, focusing squarely on enhancing client relations, efficiency, and profitability. Our expertise isn't theoretical; it's forged from real-world experiences, with a team devoted to solving pressing issues in financial advisory services. Our aim? To deliver a solution that not only meets but exceeds your expectations.

Book Demo

Built by Industry Experts

At Learners.ai, we're not just a collective of tech enthusiasts; we are CFA Charterholders, financial services practitioners, seasoned RevOps Consultants, data scientists, Solution Engineers, and full-stack developers. With over 40 years of combined hands-on experience, we're reshaping the Wealth Management industry through a data-driven, AI-powered lens, spanning marketing, sales, client success, operations, and compliance.

"HubSpot for Wealth Management" is crafted with a deep understanding of the industry's distinct challenges and opportunities, focusing squarely on enhancing client relations, efficiency, and profitability. Our expertise isn't theoretical; it's forged from real-world experiences, with a team devoted to solving pressing issues in financial advisory services. Our aim? To deliver a solution that not only meets but exceeds your expectations.

Managed Services

"HubSpot for Wealth Management" is more than just a tool; it's your new way of doing business. Say goodbye to manual processes and generic offerings. Say hello to personalized services, operational efficiency, and satisfied clients.

Layer 6

HubSpot Onboarding

We are experts at customizing all the Hubs for Wealth:

  • Marketing Hub
  • Sales Hub
  • Service Hub
  • Operations Hub
  • CMS Hub
Layer 2

CRM Migration

Get your data right from day one:

  • Data Extraction
  • Data Transformation
  • Data Enrichment
  • Data Migration
  • Custom Data Models
  • Import/Export Pipelines
Layer 2 (1)

Marketing Strategy

A comprehensive game plan:

  • Setup Target Personas
  • Customer Journey Mapping
  • Editorial Calendar
  • Email Templates
  • Landing Pages & Forms
  • Social Media & Ads
Asset 13

Marketing Automation

Putting your game plan into action:

  • Lead Capture workflows
  • Prospect Nurturing workflows
  • AI-powered Lead Scoring
  • Client Nurturing campaigns
  • Simplified MarTech stack
Layer 7

Sales Strategy

A proven playbook:

  • Sales process optimization
  • Pipelines & Goals
  • Deal Stages & Probabilities
  • Prospecting Toolkit & Cadences
  • Revenue Forecasting
Layer 11

Sales Enablement

Your playbook on autopilot:

  • Built-in Email & Meetings sync
  • Phone, SMS, Webinars sync
  • LinkedIn Sales Navigator sync
  • Task Queues & Automation
  • Mobile app
Layer 1

Client Service

Not just a CRM, but a platform to deliver great client experience:

  • Client Portal
  • Service Tickets
  • AI-powered Chatbots
  • Knowledge bases
  • Customer Satisfaction Surveys
Layer 2 (2)

Operations & Compliance

Get your data right from day one:

  • User Audit Logs
  • Role Based Permissions
  • Rules Based Notifications
  • Client Communication Tracking
  • Advisor Activity Tracking
  • Digital Forms & eSignatures
Layer 9

Training & Adoption

You are not on your own. We offer:

  • Dedicated team
  • Hands-on Workshops
  • Custom training sessions
  • Videos & User Guides
Layer 12

Reporting & Analytics

Your single pane of glass for:

  • Marketing channel performance
  • Revenue attribution
  • Advisor Team Performance
  • Sales Velocity by Segment
  • Service Team Performance
  • Customer Satisfaction Score

The Process

1

Discovery

A dedicated team of Learners will conduct a thorough analysis of for your current and design a target operating model, or future state, in collaboration with your leadership.

2

Implementation

We present our SOW, plan and mobilize the project, then get to work. Our weekly sprints and agile delivery methodology ensures your users and stakeholders are engaged.

3

Ongoing Services

Ongoing strategic, tactical, and operational support available through bespoke packages designed to fit your unique requirements.

What our Customers Say

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Brett Oliveira

ShipHero Sales

stars

qoutes-icon Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Chris G.

Forum Financial Management, LP

stars

qoutes-icon Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Jamal M

Main Street Financial Solutions

stars

qoutes-icon Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Cynthia LaRue

Forum Financial Management, LP

stars

qoutes-icon I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Ashley Camire

Owner and Relationship Specialist

stars

qoutes-icon Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Brandon Palmer

Digital Marketing Manager

stars

qoutes-icon Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Phil Desrosiers

Corporate Director

stars

qoutes-icon I have relied heavily on the team at Learners for the implementation of the new system. The configuration of HubSpot to meet our needs at my company has been a real game changer and we've already seen the results pay for themselves even before we've completed the project. They've gone above any beyond to provide expert advice and jump in when we've run into unexpected challenges. Should you decide that an integration team is the right fit for your growth plans at, I can confidently say with Learners you would be in good hands.

Perfect For You If

"HubSpot for Wealth Management" is the catalyst for transformation in the financial planning and wealth management industry, ideal for you if:

You're a Growth-Driven RIA: Looking to scale your practice while maintaining that personal connection? Embrace solutions that bring your personalized services into the digital age, from content tailored to your clients' needs to digital onboarding that feels like a handshake.

Independent Financial Advisors in Transition: If manual client segmentation and lead routing are holding you back, it's time to harness automation to refine your focus – empowering you to make financial guidance your masterpiece.

Wealth Management Firms Seeking Efficiency: Elevate client interactions and slash time spent on data entry. With "WealthTech in a Box," implement strategies that resonate personally with clients, automate engagement, and integrate your CRM for operations as smooth as silk.

Marketing and Sales Leaders with Vision: Keen on optimizing your outreach? Leverage A/B testing and deep analytics to forge connections with potential clients that are not just heard but felt.

Financial Planners and Consultants Aiming for Precision: Let AI-powered lead scoring illuminate your path, focusing your expertise where it makes the most significant impact – on prospects ripe for engagement.

RevOps Specialists Craving Synergy: If disconnected systems are your bane, our integrated solutions promise a cohesive ecosystem. Experience the synergy of business process redesign and digital transformation that boosts revenue and trims expenses.

FinTech Devotees and Innovators: Are you at the crossroads of finance and tech, seeking the next peak to conquer? Delve into the depths of financial planning innovation with bespoke customization, seamless integration, and automation that sets you apart.

It's Your Time to Lead

With "HubSpot for Wealth Management," the leap into tomorrow's wealth management landscape is not just a step but a stride towards leadership. It’s where your expertise meets innovation, where your practice not only adapts but sets the pace in a digital-first financial world.

Imagine a future where your insights are empowered by cutting-edge technology, where every interaction with your clients is both a moment of connection and a testament to efficiency. This is the future "HubSpot for Wealth Management" promises – a future where your practice is the beacon for those navigating the complexities of wealth in a digital era.

Seize the moment. Elevate your practice and redefine what it means to be a financial advisor in a world where technology and personal touch are no longer at odds but in harmony.

FAQ

The Upgraded FAQ

01

What exactly is HubSpot for Wealth Management?

HubSpot for Wealth Management is a comprehensive solution designed to modernize and streamline your financial advisory operations. It encompasses a range of tools and services that automate essential processes, enhance client engagement, and enable data-driven decision-making, allowing you to focus more on client service and less on administrative tasks.

02

How can HubSpot for Wealth Management help my advisory practice?

HubSpot for Wealth Management can significantly elevate your practice by automating routine tasks, providing insightful data analytics, and enhancing personalized client engagements. It seamlessly integrates with your existing systems, ensuring a smooth transition towards operating like a modern FinTech. By adopting HubSpot for Wealth Management, you'll align your practice with the contemporary, digital-first setup that customers have come to expect in their buyer journey, thereby fostering stronger relationships and driving growth in your practice.

03

How easy is it to integrate HubSpot for Wealth Management with my existing systems?

The integration process is designed to be smooth and straightforward. We are HubSpot Accredited custom integrations experts with decades of experience in tackling all sorts of integration challenges. HubSpot for Wealth Management can seamlessly integrate with a variety of systems. To name a few, it can integrate with Fidelity, REDTAIL, BigMarket, Bloomberg, FactSet, Interactive Brokers, Vanguard, and S&P Capital IQ. Our team provides full support during the integration process to ensure minimal disruption to your operations.

04

What kind of support and training are provided with HubSpot for Wealth Management?

We offer extensive support and training to ensure you and your team are well-equipped to make the most out of HubSpot for Wealth Management. Our team comprises HubSpot Certified Professional Trainers with years of experience in practice management and coaching. We provide comprehensive onboarding training, live and video workshops, and ongoing educational resources to keep you updated with the latest features and best practices. Our aim is to provide a supportive environment that enables your practice to thrive using HubSpot for Wealth Management.

Ready to learn more

On the call, we’ll review your integrations and identify any that need updating to keep working. Our team can give you an estimate of the amount of work required to make the changes.