AI CRM for Financial Services
Compliance Ready
Client Nurture
Secure Messaging
AUM Growth
Why financial services firms choose Centerfy PRO
Financial advisors and firms need communication tools that are secure, compliant, and efficient. Centerfy PRO delivers all three.
Cart Recovery
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 handles prospect qualification so advisors focus on high-value conversations.
Purpose-built for financial communication
Compliant Recording
Record, archive, and retrieve calls with full regulatory compliance.
Client Segmentation
Organize clients by AUM, plan type, or service tier for targeted outreach.
Review Campaigns
Automated annual review scheduling and preparation sequences.
Prospect Nurture
Multi-touch campaigns warm prospects until they're ready for a conversation.
Grow your practice while maintaining the compliance and personal touch clients expect.
Go Live in Days—Not Months
1
Import client book
Upload client data from your existing CRM or custodian.
2
Configure compliance
Set up recording, archiving, and consent management.
3
Build campaigns
Create review reminders, prospect nurture, and referral sequences.
4
Start growing
Launch outreach and let AI handle initial prospect conversations.
Takes 15 minutes. No commitment.
Built for financial services workflows
Annual review scheduling
Automated outreach to schedule and prepare for client reviews.
Document collection
Secure document requests and collection for onboarding and reviews.
Referral programs
Automated referral request sequences with tracking and attribution.
Event marketing
Seminar and webinar promotion with registration and follow-up.
Birthday and milestone outreach
Personalized messages for client birthdays, anniversaries, and life events.
Compliance archiving
All communications archived and searchable for regulatory requirements.
Prospect Inquiry
AI Qualifies
Advisor Consults
Client Onboards
Ongoing Service
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.
See how financial services firms grow with Centerfy PRO.
What Teams Typically Improve
30% More Referrals
Systematic referral campaigns generate consistent new prospects.
95% Review Completion
Automated scheduling ensures annual reviews happen on time.
50% Less Admin
Auto-logging and workflows eliminate 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."
— Managing Partner, Independent RIA
