Proud sponsor of
Bill Cates' Top Advisor Podcast
ATTENTION: Financial Planners
Could your business be leaking business opportunities without even realizing it?
You already know what makes you referable. The hard part is doing it every week, for every client.
Could your business be leaking business opportunities without even realizing it?
FidUlink AI installs a complete client-and-prospect communication system inside fiduciary firms — voice, follow-up, and reviews — in 14 days. Built for RIAs and CFPs. Compliance considered from day one.
Your AI Employee
Concentrate on your client relationships and prospect conversations, and let your AI Employee focus on the follow up!
Trained on your brand!
VoiceAI
Conversation AI
Reviews AI
Content and Images AI
Workflow and Funnel AI
Done-For-You Setup
We set up the entire system for you in as little as 14 days.
As you use the platform you have instant access to human-based support, 24/7 available on every page.
We also proactively meet with you after launch and at least once a quarter to ensure the system is dialed into your needs.
Secure Records for compliance
Client conversations are captured and exportable for your firm's record-retention requirements — a piece most communication platforms leave you to solve yourself.
Your records are stored in a an encrypted WORM environment that is not publicly accessible.
Sync to your Planning CRM
Keep your prospects, COI and marketing messages in FidUlink AI.
This platform complete set of tools for outreach.
Keep your client records in your financial planning CRM of choice (e.g. Wealthbox, Redtail CRM).
The right tool for the right job.
AI front office that never has a week off
Every call answered, immediately
Our Voice AI picks up when you're with a client, driving, or done for the day. It answers common questions, captures the details, and gets the meeting on your calendar. Nobody sits on hold. Nobody gets voicemail and calls the next advisor on the list.
The praise your clients already give you, in public
Your happiest clients say generous things to your face and nowhere else. Our review workflow asks — consistently, and on the same terms for everyone — so your reputation online starts to resemble your reputation in the room.
A client engagement plan that actually runs
Prebuilt, advisor-specific sequences keep value flowing to clients between meetings and to prospects who aren't ready yet — by text and email, in your voice, on a schedule you approve once and then stop thinking about.
It sits alongside your CRM, not on top of it
Wealthbox, Redtail, Salesforce — they stay. This connects to what you're running now. Your team doesn't learn a new system, and you don't change how you serve clients.
The AI handles the consistency. You handle the relationships.
That's the entire design philosophy!
Bill's point about "winging it not being a strategy"
is a top reason FidUlink AI exists!
Results and benefits
What Others Are Saying
An AI-driven tool that elevates employees by freeing their time to learn new skills is something definitely worth learning about. As for InvNews calling people 'back office' - not a fan as those OPERATORS stablize and scale the business so client-facing personnel can onboard more clients and owners can achieve high valuations. Look forward to seeing FidUlink AI elevate vs eliminate as that means the businesses are growing, helping more consumers, and providing career paths to their loyal personnel. Onward and up!
I feel like I'm walking the booth rows at T3 Technology Tools for Today and just stumbled into the future. It's exciting to see what hashtag#FinServ marketers are cooking up in the age of AI. Jacob's idea is all about saving time and making your life easier. Who doesn't love that?
Streamlining tech with one solution greatly enhances efficiency and reduces stress.
Nice! Tech not talking to each other is one of the biggest challenges we see (and one of the things that keeps our team busy....) so it's great you put together a tool to solve for this!
AI is absolutely reshaping the financial services industry especially on the operational side. But this piece highlights something important: while back-office roles are being automated, the value of trusted advisors is actually becoming more pronounced. Technology may handle the tasks. But trust, judgment, and human guidance still win the day.
A great package for Financial Advisors.
I concur that AI is an advice helper, but it can’t replace a real financial advisor.
This is absolutely amazing. The tech is tending towards agentic AI. We need to be having these conversations more often.
