AI Agents for Financial Services
Build trust, stay compliant and grow AUM with AI client communication, automated follow-ups and secure document management.
- Compliance Ready
- Client Nurture
- Secure Messaging
- AUM Growth
Why financial services firms choose Centerfy
Financial advisors and firms need communication tools that are secure, compliant and efficient. Centerfy delivers all three.
Stay Compliant
Call recording, archiving and audit trails meet SEC, FINRA and state requirements.
Client Retention
Proactive outreach and check-in campaigns keep clients engaged year-round.
Efficient Growth
AI qualifies prospects so advisors can focus on high-value conversations.
Purpose-built for financial communication
Grow your practice while keeping the compliance and personal touch clients expect.
Compliant Recording
Record, archive and retrieve calls with full regulatory compliance.
Client Segmentation
Group clients by AUM, plan type or service tier for targeted outreach.
Review Campaigns
Automate annual review scheduling and prep sequences.
Prospect Nurture
Multi-touch campaigns warm up prospects until they're ready to talk.
Go live in days, not months
- 1Day 1
Import your client book
Upload client data from your existing CRM or custodian.
- 2Day 1 to 2
Configure compliance
Set up recording, archiving and consent management.
- 3Day 2 to 4
Build campaigns
Create review reminders, prospect nurture and referral sequences.
- 4Day 4+
Start growing
Launch outreach and let AI handle first conversations with prospects.
Built for financial services workflows
- 1Prospect Inquiry
- 2AI Qualifies
- 3Advisor Consults
- 4Client Onboards
- 5Ongoing Service
Annual review scheduling
Automated outreach schedules client reviews and helps you prepare.
Document collection
Request and collect documents securely for onboarding and reviews.
Referral programs
Automated referral requests with tracking and attribution.
Event marketing
Promote seminars and webinars, with registration and follow-up.
Birthday and milestone outreach
Personal messages for client birthdays, anniversaries and life events.
Compliance archiving
Every communication is archived and searchable for regulatory requirements.
Works across financial services
Wealth Management
RIAs and wealth managers growing AUM through referrals and outreach.
Mortgage & Lending
Loan officers managing pipelines and rate-sensitive follow-ups.
Accounting & Tax
CPA firms managing seasonal capacity and year-round client engagement.
What teams typically improve
30%
More Referrals
Systematic referral campaigns bring in a steady flow of new prospects.
95%
Review Completion
Automated scheduling makes sure annual reviews happen on time.
50%
Less Admin
Auto-logging and workflows remove manual client management tasks.
100%
Compliant
Full archiving and audit trails for every client interaction.
Results vary. Based on aggregated customer outcomes.
“We doubled our review completion rate and added $20M in AUM from the referral campaigns alone. The compliance features give us peace of mind.”
Frequently asked questions
Is it SEC/FINRA compliant?
Can it integrate with my custodian?
How does AI handle financial conversations?
Keep exploring.
Grow your practice with confidence
Book a demo to see compliant, AI-powered communication for financial services.
We'll build it. You try it. Pay nothing unless it works.
No credit card required. 100% free to try.
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