AI Marketing for Wealth Management. Email marketing for financial advisors and their clients
AI Marketing is email marketing for financial advisors: choose the clients a campaign goes to, and each e-mail is written from your firm's approved content in the client's language. A person of your team edits the draft, every version is kept, only clients whose consent allows it are mailed, and a reply gets an answer or reaches an advisor.
TRY AI MARKETING FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install
Pace
A daily limit, a pause between sends and sending hours on each client's own clock, so a letter due at night waits for their morning.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Never send any client more than two marketing e-mails a month.”
Lisa“The frequency rule will cap marketing at two e-mails a month per person, whatever the campaign. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Wealth Management use it
An invitation to your year-end tax-planning seminar goes only to clients near retirement, with a reminder and a thank-you after.
With multilingual email marketing for RIAs, your quarterly letter reaches Spanish-speaking clients in Spanish and German-speaking clients in German, from one campaign.
A client replies to the newsletter asking for a review; the reply alerts her advisor, who books it that afternoon.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Campaigns and events to segments of your contacts
- Templates written from your knowledge, in each customer's language; consent and frequency rules
- Replies handled by Front Office, a question gets an answer, an interest gets a follow-up
- Results on each customer's record; deliverability report
Add it to AI E-mail or get it inside a solution · See pricing › · Per company, never per seat.
Client campaigns
Email newsletters for financial advisors, clients who agreed only
The group each letter concerns
A seminar for business owners, a note for clients near retirement or a market letter for everyone who agreed, filtered from the records your team keeps.
Seminars with every e-mail
AI Marketing sends seminar invitations for financial advisors, then the reminder and the thank-you e-mail for each seminar or webinar, and tracks every registration on the client's record.
A pace that protects your domain
At most 50 marketing e-mails a day to start, at least 90 seconds apart, sent during each client's own day by the hours you set.
Results on each client
Delivered, opened, clicked and replied on each client's record, beside their calls and meetings, and each campaign's totals in one place.
Set-up
Client email campaigns for wealth management in 2 minutes
Lisa reads your site
Lisa reads the firm's pages, so every campaign is written from the services you really offer and the way your advisors say it.
Your sending domain
Connect the firm's domain in AI E-mail and watch SPF, DKIM and DMARC turn to PASS on the same screen.
Sender, limit and hours
Sign client letters with an advisor's name, send replies to the client service mailbox, and set the daily limit and sending hours per time zone.
A week with your clients
Try it free for 7 days on your own contacts with no credit card, and read every campaign e-mail before it leaves.
Questions & answers
AI Marketing for Wealth Management: questions & answers
Who reviews a campaign before it goes to clients?
A person of your firm. The AI writes the first draft from your approved content, your team edits it, every version is kept, and you read the preview in each language before a single e-mail leaves.
Can a campaign go to some clients only?
Yes. Filter by tag, kind of contact, source, country, language, deal stage or the date of the last contact, for example clients tagged near retirement for a seminar on retirement income.
Does it mail clients who did not agree?
No. Every client record shows whether that client opted in, and a campaign reaches only the clients who did. An unsubscribe is honored at once and for good, and a frequency rule caps how often one client hears from the firm.
What happens when a client replies with a question?
A general question is answered from your approved information through AI E-mail, in the client's language. A question needing advice, or an interested reply, alerts the client's advisor and starts the right follow-up.
Do the e-mails leave from our own domain?
Yes. Campaigns leave from your firm's sending domain through AI E-mail, and SPF, DKIM and DMARC are checked live until all three read PASS.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.