Get Your Advisors More Customers or Your Money Back
— by optimizing their entire sales funnel with AI
From discovery to follow-up, we help you optimize every stage of your advisor funnel. AI-powered content creation, review collection, smart booking systems, and automated follow-up sequences that convert.
Optimize Every Stage of the Advisor Funnel
From first impression to long-term engagement, we handle the technical and strategic challenges at every step
What We Handle:
- AI-generated content for Instagram, Google, LinkedIn
- SEO-optimized landing pages
- Ad copy optimization
Choose Your Advisor Profile
See which features and benefits are most relevant to your business model
Solo Advisor
Independent practice or small operation
You'll Get:
- Automate client onboarding and follow-ups
- AI-generated content for your marketing
- Automated review collection & management
- SMS/email sequences that convert prospects
- Save 5-10 hours per week on admin tasks
Regardless of your size, we optimize your funnel from discovery to long-term retention.
Get StartedAuric Automations
AI Solutions for Financial Advisors
Built With Enterprise Technology
About Auric
Auric is building a funnel optimization platform specifically for financial advisors. We're focused on solving one core problem: helping advisors acquire more clients through a better system.
From discovery to follow-up to reactivation, we're building the tools that make every stage of your advisor funnel work smarter. AI-powered content creation, automated review collection, smart booking systems, and follow-up sequences that actually convert.
We're a small team building thoughtfully for the advisor industry. We're direct about what we do and focused on delivering real value.
Advisor-Focused
Built for the unique funnel challenges of financial advisors
Secure & Compliant
Enterprise security with full data privacy for your clients
Practical & Simple
Up and running in 1-2 weeks with minimal technical setup
Innovation Focus
Constantly improving and expanding AI capabilities
Ready to Optimize Your Advisor Funnel?
Let's talk about how Auric can help your advisors acquire more customers. Book a free consultation to explore your funnel.
Prefer to reach out directly?
contact@auricautomations.comFrequently Asked Questions
Get answers to common questions about our AI solutions
We optimize every stage of your advisor funnel. From AI-generated discovery content to automated review collection, smart booking systems, and follow-up sequences that convert. Each stage is designed to move more prospects closer to a sale.
Yes. We automate the collection of reviews from existing and past clients, display them on your website, and help get them on Google Maps. This builds social proof at the discovery stage and increases conversion rates when prospects visit your site.
Absolutely. Our SMS and email follow-up sequences are built with compliance in mind. We handle TCPA compliance, opt-out management, and best practices so you can focus on converting prospects without legal concerns.
We set up automated SMS and email sequences for no-shows and cancellations. These re-engagement sequences help recover lost opportunities and get them back on your calendar.
We run A/B tests on your landing pages, CTAs, and messaging to identify what converts best for your audience. We test headlines, call-to-action button text, page layouts, and more to improve your conversion rates.
Yes. We support integrations with popular CRMs like Salesforce, HubSpot, and others. We can also build custom integrations for your specific tools. All data syncs securely and in real-time.
We set up automated reactivation sequences for advisors who haven't engaged in a while. These campaigns remind them of your value and re-engage them with targeted, personalized messaging.
Many advisors see improvements in conversion rates within 2–4 weeks after we've implemented your follow-up sequences and A/B testing. Discovery and review collection improvements take a bit longer but compound over time.
Ready to optimize your funnel?
Schedule a free consultation to discuss how Auric can help your advisors acquire more customers.