Your biggest revenue source is the database you already have. We make it come alive with automated, milestone-based outreach.
Turn slow, risky contract processes into fast, audit-friendly workflows that create, send, sign, and store documents securely.
Stop losing deals to slow responses. Our AI answers calls and chats 24/7, qualifying leads and booking appointments instantly.
Ensure every email, SMS, and follow-up reflects your firm's trusted voice and adheres to strict compliance standards.
Leverage Zyntro's AI Communication Tools to pre-qualify every lead, based on your winning criteria and handover to your human agents for closing.
Not every prospect turns into a deal right away. For longer gestation periods and long-term nurturing, use Zyntro's hyper-personalization capabilities to engage with purpose and intent.
Turn your client database into a proactive revenue engine.
**Input:** Client data in your CRM, including policy renewal dates, mortgage anniversaries, or investment milestones. **Process:** Zyntro's Segmentation Intelligence identifies an upcoming event. The AI-Leveraged Communication Tools then generate and send a personalized, on-brand email or SMS, suggesting an annual review or highlighting a relevant opportunity. **Output:** A warm, re-engaged client books a meeting directly into your calendar. Your retention rate improves, and new opportunities are created from your existing client base, automatically.
From verbal 'yes' to signed agreement in minutes, not days.
**Input:** A deal is marked as 'Won' in the Zyntro CRM. **Process:** Contract Automation instantly generates the required engagement letter or advisory agreement, dynamically pulling client data from the CRM and inserting the correct, up-to-date compliance disclaimers for your specific services and location. The document is sent for e-signature. **Output:** The client signs digitally, and the completed, compliant document is automatically stored in their CRM profile. Your team is notified, and the next onboarding step is triggered. The entire process is secure and audit-friendly.
Ensure you only spend time on high-intent, qualified prospects.
**Input:** A prospective client calls your business number after hours. **Process:** Zyntro's AI-Voice Calling (Phona) answers instantly with your branded greeting. It asks a series of pre-approved screening questions (e.g., 'Are you looking for wealth management or retirement planning?'). Based on the answers, Phona books a discovery call directly into an advisor's calendar and syncs the call transcript and notes to a new contact record in the CRM. **Output:** Your advisor arrives the next morning with a qualified, pre-vetted appointment on their calendar, complete with all initial information. No missed calls, no wasted time.
Communicate timely information at scale without compliance risk.
**Input:** You need to send a market analysis to your entire client list. **Process:** You draft the core message. Zyntro’s On-Brand Communication AI refines it to match your firm's tone. The Quality Control engine cross-references it against your stored compliance rules, automatically adding necessary disclaimers. The AI-Leveraged Communication Tools then send the email through the appropriate channels. **Output:** A compliant, professional, and on-brand market update is delivered to all clients, strengthening your firm's authority and trust without manual review bottlenecks.
Inbound calls go to voicemail. Follow-up is slow, inconsistent, and often too late.
Manual paperwork uses outdated templates, creating version control issues and audit risks.
Remembering renewal dates and life events relies on spreadsheets and memory, leading to missed opportunities.
Every call is answered and qualified instantly. Appointments are booked automatically.
Contracts are generated with the latest data and disclaimers, then signed and stored securely.
The system monitors client milestones and automatically triggers timely, personalized outreach.
Zyntro's AI-Voice Calling has been a revelation. It handles all our initial rate inquiries, qualifies the serious buyers, and books them right into our loan officers' calendars. We're getting to hot leads 90% faster than before.
The automated annual review reminders have reactivated clients I haven't spoken to in years. It's like having a full-time assistant dedicated to my existing book of business. The compliance features on the contract automation give me complete peace of mind.
Practical answers for financial professionals.