Financial Firms

Give clients and prospects a responsive, premium experience without burning out your team. Wally & Sally act as AI front office, onboarding assistant, and client communication layer.

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What’s really happening today

Without Vanguard

Prospects wait days for a reply after filling out forms or leaving voicemails.
Staff get buried in admin – onboarding, document collection, and follow‑ups.
High‑value clients get the same generic communication as small accounts.
No clean view of which services or campaigns drive the best long‑term clients.

With Vanguard

Inbound calls, emails, and form fills get rapid, consistent responses.
Discovery calls and review meetings are scheduled automatically.
Onboarding, document collection, and reminders are systematized.
Segmentation and campaigns keep your best clients informed and engaged.

Services we run for financial firms

📞 Client intake & triage

Qualifies new inquiries by service type, urgency, and fit.
Books intro calls or routes directly to the right advisor or team.
Answers basic FAQ about services, pricing ranges, and process.

📂 Onboarding & document workflows

Automated requests for documents with reminders until complete.
Status updates for clients so they aren’t chasing your office.
Internal notifications so advisors always know what’s ready.

📆 Review meetings & retention

Proactive review meeting scheduling for key clients.
Follow‑ups after meetings with summaries and next steps.
Reactivation campaigns for clients who’ve gone quiet.

🌐 LLM website & authority content

Professional site copy tuned for clarity, trust, and conversion.
LLM‑assisted articles, FAQs, and resources that answer client questions.
SEO‑friendly structure so ideal clients can find you faster.

⭐ Reputation & education

Review and testimonial collection from happy clients.
Educational drip sequences that position your firm as the guide.
Event/webinar promotion and follow‑up messaging.

📊 Analytics & book of business insights

Visibility into service‑line and client‑type profitability.
Tracking engagement across campaigns and communications.
Signals for at‑risk relationships before they churn.

What this usually means in numbers

Higher close rates from faster, more consistent intake and follow‑through.
More wallet share by steadily educating and upgrading existing clients.
Less manual admin for advisors so they can focus on advice and relationships.

Exact results depend on your volume, offer, and current systems – we’ll plug in your numbers on the call.

See what Vanguard would handle for your financial firms operation

On your strategy call, we’ll map your customer journey, show where Wally & Sally plug in, and outline the revenue and time you can realistically get back.

Request Your Free Strategy Call →