Websites with Built-in CRM That <span class="gradient"> Into Clients</span> Convert Visitors
A custom website that captures every inquiry, follows up automatically, and manages your pipeline — so you never miss a qualified lead again.
WANT RESULTS LIKE THIS?
Imagine a system doing all of this for your financial planning firm business — every day, without you.
We build financial planning firm businesses a custom website with a team of AI behind it: every lead captured and followed up, new content published monthly, website with built-in crm customers finding you on Google — live in 7 days.
- 85+ pages at launch
- Every lead followed up, automatically
- Your whole business on one screen
Automate Lead Response: Capture every inquiry with instant, personalized responses using your firm's knowledge base.
Streamline Operations: Replace multiple tools with one integrated system, saving hours weekly with a visual pipeline and two-way email capabilities.
Manual follow-up delays can cost potential clients
Slow Response Times Lose High-Net-Worth Prospects
Financial Planning Firms face a critical speed-to-lead challenge. Firms without automated follow-up risk losing prospects.
24/7 coverage is crucial for lead capture
After-Hours Inquiries Go Unanswered
High-net-worth prospects often research outside business hours. Without an AI assistant, firms miss qualified leads.
Integration costs can be prohibitively high
High Costs of Legacy System Integration
Legacy system integration for financial services can be costly, putting enterprise-grade pipeline management out of reach for independent RIAs and boutique firms.
How AI Business Sites Delivers Integrated Solutions for Financial Firms
A custom website with a full CRM, AI assistant, and automation built in — not bolted on.
AI Business Sites builds your custom website on Next.js and React, including a complete business operations platform. Every lead flows into one visual pipeline. An AI assistant answers questions instantly using your firm's knowledge base, while automation handles follow-up and tagging. You own everything: code, content, data, and domain.
Instant Lead Response, Every Time
Capture Every Inquiry with Instant, Personalized Responses — Even After Hours.
Automated response system for timely engagement
Compliance-Friendly Platform
Your website and CRM are designed with security and data handling in mind, suitable for financial services.
Secure two-way email and activity tracking
Content That Builds Authority
Monthly AI content engine publishes SEO-optimized pages grounded in your services and areas.
14+ new SEO pages monthly
Financial Planning Firm business: doing this the old way?
One system replaces the whole pile.
All of it — the website, the follow-up, the content, the leads — built and run for you for $1,497 + $497/mo. Month-to-month, and you own everything.
See what your build includesDiscovery & Strategy
Map your services, ideal client profile, and compliance requirements, then build a custom sitemap and content plan.
Build & Launch
25–30 hand-built core pages plus 60 AI-generated SEO pages go live within 30 days, with Google Business Profile and Bing setup.
Run & Grow
Your website captures leads, follows up automatically, publishes monthly content, and sends newsletters — while you focus on client relationships.
You own everything — code, content, data, domain — no lock-in ever
85+ pages live in 30 days vs. months for traditional agencies
One system replaces website, CRM, automation, content, scheduling, and more
Built by AIQ Labs — 200+ AI systems deployed across 10+ industries
Google Business Profile and Bing search setup included at launch
AI assistant with knowledge base manages CRM, email, and documents via chat
Human-in-the-loop safety — you approve every customer-facing action
Privacy-first analytics built in — no creepy tracking, real insights
Built by AIQ Labs — 200+ AI systems deployed across 10+ industries
“Our website with AI assistant has transformed lead response. We engage prospects instantly, even on weekends.”
Emily J. Lee
Partner, Prosperity Financial Advisors · Financial Planning Firm
“The visual pipeline and automation saved us hours weekly. We manage everything in one system.”
Sarah Mitchell
Principal Advisor · Financial Planning Firm
“Launch was fast — 30 days with 85+ pages live. Google Business Profile optimization helped us show up in local search.”
David Rodriguez
Founder · Financial Planning Firm
Does the CRM handle financial services data securely?
How does the AI assistant learn our services?
How are leads from various sources managed?
What’s the timeline for website launch?
How does this compare to separate CRM and website solutions?
FOR financial planning firm businesss — BUILT AND RUN BY US
Your website. Your content. Your leads. Your data.
$500 starts your build. Seven days later it's live — chat, booking, follow-up, and your Google presence all set up. Then we run it, every month. You do the work you actually get paid for.
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Ready when you are.
$500 STARTS YOUR BUILD · LIVE IN 7 DAYS · YOU OWN EVERYTHING
$500 today · applied to your $1,497 build · live in 7 days