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FOR AE ADVISORS WHO DEMAND TO BE DIFFERENT The best digital marketing tool to engage your prospects and delight your clients
Lead Generation, Prospect Conversion, and Client Nurture Campaigns That Run 24/7
See how it’s unlike you’ve used before…
Want to see how it works? Schedule a 1:1 call with the Automation Team.
Automation Engine
$200
One-time setup fee: $349 for month to month
Setup fee waived with 12-month contract
Automation Engine + Convos
$275
Access to all features in Automation Engine PLUS:
AE Freedom360
$700
One-time setup fee: $349
Access to all features in Automation Engine + Convos PLUS:
AE advisors Automation Engine
"We ran both the Medicare lead generation campaign as well as the Medicare engagement campaign and every week that it ran we could consistently come into the office and see 5 or more appointment requests on the days those emails went out. It has been so easy to set things up and not worry about them, and then even better when the appointments come rolling in..."
Casey K.
"It's so easy for Jared (marketing coordinator) when we have an income lead from a radio show. He drops them right into an 8-week Snappy Kraken campaign. And when that's done, it drops into a 6-week nurture campaign to ask for an appointment. It's another tool in the arsenal where we drip on these folks"
Tony D.
"We are beyond thrilled with the response we got from our recent campaign! We had so many clients emailing us back. It was fun to hear from them and it was a huge success, so thank you!"
Angie M.
"We're getting more engagement with this tool than we've ever been able to get with other systems we've tried in the past."
Andy B.
Results from the use of Automation Engine may differ from the experiences of other financial professionals.
Scale your marketing
Schedule a 1:1 call with our Automation Team
We’ll walk you through how the platform works and help guide you through the next steps if you are ready to create your account.
Set up your account
(It’s super simple)
Simply add your contact info, logo, and disclosures, etc. A Digital Strategist will reach out to verify your account setup, and will guide you in kicking off your automated marketing system.
Watch your business grow
Every month you’ll be launching fresh, timely, and goal-focused campaigns like magic. A Digital Strategist will provide guidance on your “launch” to make sure everything aligns with your growth objectives. Every campaign metric will be tracked so you can sit back and witness your growth.
Get Started Today!
Let's get digital
Get started with the only exclusive, readymade marketing automation platform that’s strictly for financial professionals. Schedule your 1:1 call now!
Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements. Investment advisors must obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated prior to incorporating digital marketing into their marketing practice.
Individuals registered with AEWM, AEFS and/or MAS must obtain pre-approval from AEWM/AEFS/MAS prior to incorporating digital marketing into their practice. All advertising materials must be submitted to AEWM/AEFS/MAS for review and approval prior to use.
11/23-3251671 - For financial professional use only. Not to be used with the general public or in a sales situation. © 2021 Advisors Excel, LLC