Insurance Advisors
Automate lead response, reminders, renewals and policy follow-up systems.
AI Growth for Financial Advisors AI-Powered Growth System for Financial Professionals
Turn Your Financial Advisory Business Into an Intelligent Growth Engine
One intelligent system to attract prospects, automate follow-ups, manage clients and grow your financial-services business.
✓ Instant 14-day full access • No credit card required • Cancel anytime
Growth modules
9
AI assistants
12
Journey stages
5
Built for the Way Financial Professionals Actually Work
Prism Funnels is shaped around practical daily workflows—calls, WhatsApp follow-ups, advisory reviews, policy discussions, recruitment, and retention.
Financial Planners
Track prospects and clients across goals, reviews and advisory communication.
Mutual Fund Distributors
Run SIP campaign journeys, follow-ups and review schedules from one dashboard.
Recruitment Leaders
Manage candidate pipeline, interview flow and onboarding communication.
Wealth Managers
Build long-term relationship workflows with renewals, events and portfolio updates.
Financial Coaches
Nurture content-led audiences and convert interested followers into discovery calls.
Present Situation vs With Prism Funnels
Most teams don’t lack effort—they lack one integrated growth system. Here’s the difference Prism Funnels is designed to create.
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Want a clearer system before spending more on marketing?
Start your 14-day free trial and explore our complete growth workflows.
Platform Capabilities Designed for Real Business Execution
Prism Funnels combines marketing, automation, client management and advisory workflows so your team can execute in one place.
Lead Generation
Capture qualified enquiries from campaigns, landing pages, referrals and WhatsApp into one stream.
Smart CRM
Segment and prioritise prospects and clients by stage, profile and advisory readiness.
Automated Follow-Up
Set intelligent reminders and multi-step journeys so every enquiry gets timely communication.
AI Content Studio
Draft role-specific messages, campaign copy and educational content with customisable tone and compliance checks.
Funnel Builder
Create conversion flows for consultations, policy reviews, SIP campaigns and recruitment onboarding.
Client Advisory Tools
Track meeting history, advisory notes and periodic reviews for more consistent client service.
Appointment Management
Schedule calls, send reminders, and reduce no-shows with automated confirmations.
Analytics
Monitor lead quality, follow-up completion and conversion performance by channel and team member.
Recruitment Automation
Build agency expansion workflows from candidate capture to onboarding follow-up.
Relationship Management
Run milestone communication, annual reviews and retention-focused client journeys.
From First Click to Lifelong Client
A connected journey built for practical execution across lead generation, advisory and relationship growth.
See this 5-step journey mapped to your current business process.
Start your 14-day free trial and experience this automated 5-step growth engine.
AI Business Assistants for Daily Advisory Work
Purpose-built assistants help your team execute faster while keeping you in control of communication and decisions.
Lead Qualification Assistant
Summarises incoming enquiry quality and next best action.
WhatsApp Follow-Up Assistant
Drafts contextual follow-up messages aligned to lead stage.
Appointment Reminder Assistant
Schedules reminder cadence to improve show-up consistency.
Policy Renewal Assistant
Flags upcoming renewals and suggests retention messaging.
SIP Review Assistant
Prepares periodic review prompts for investment conversations.
Compliance Draft Assistant
Helps draft communication with compliance-conscious phrasing.
Meeting Prep Assistant
Builds pre-call context summaries from CRM history.
Objection Handling Assistant
Suggests empathetic responses to common prospect objections.
Recruitment Screening Assistant
Organises candidate notes and suggests stage movement.
Client Onboarding Assistant
Runs structured onboarding checklists and communication tasks.
Referral Activation Assistant
Identifies referral moments and drafts outreach messages.
Daily Priority Assistant
Creates a focused action queue for the day’s highest-impact tasks.
Disclaimer: AI assists professionals with workflow and communication support. You remain fully responsible for financial advice, suitability, documentation and compliance decisions.
Explore the Product Experience
Walk through the major working areas of Prism Funnels with representative sample data.
Lead Dashboard
Sample data for demonstrationNew Enquiries
42
Follow-up Due
17
Booked Calls
12
Source Mix: Meta Ads, Google Search, Referral, Organic WhatsApp.
Outcome-Focused Use Cases by Role
Prism Funnels adapts to how each business model acquires clients, runs advisory and manages team growth.
Insurance Advisors
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Results & Testimonials
Verified customer proof to be published after consent and data validation. No exaggerated claims.
Awaiting verified customer proof
“Placeholder quote pending written permission from customer.”
Before challenge: Lead follow-up was manual and inconsistent.
Solution: Automated response and reminder workflows implemented.
Measurable result: Placeholder metric after audited reporting period.
Awaiting verified customer proof
“Placeholder quote pending written permission from customer.”
Before challenge: Team used multiple disconnected tools and sheets.
Solution: Consolidated CRM and advisory workflow setup.
Measurable result: Placeholder metric after verified dashboard review.
Awaiting verified customer proof
“Placeholder quote pending written permission from customer.”
Before challenge: Recruitment pipeline had low visibility and delays.
Solution: Stage-based recruitment automation and tracking launched.
Measurable result: Placeholder metric after operations benchmark period.
Compliance note: Prism Funnels improves systems and execution discipline. Outcomes vary by team quality, market conditions, offer clarity and implementation consistency.
Prefer clarity over hype? So do we.
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Traditional Setup vs Prism Funnels
Compare fragmented operations with an integrated execution system.
| Capability Area | Traditional Setup | Prism Funnels |
|---|---|---|
| Lead Capture | Spread across forms, chats and sheets | Unified source-based lead pipeline |
| Follow-Up Consistency | Manual reminders; uneven execution | Automated reminders and nurtures |
| Client View | Partial history in multiple tools | Consolidated profile and interaction timeline |
| Advisory Prep | Dependent on memory and notes | Structured prep with AI-assisted context |
| Recruitment Tracking | Unclear candidate movement | Stage-based recruitment pipeline |
| Campaign Execution | Inconsistent handoff to follow-up teams | Connected campaign-to-conversion workflows |
| Compliance Reminders | Manual checks and missed prompts | Process-level nudges and communication guardrails |
| Reporting | Delayed reporting with fragmented data | Live dashboards with actionable views |
| Tool Sprawl | Multiple subscriptions and manual sync | Single operating layer for growth execution |
Flexible Plans for Different Growth Stages
Pricing is shared based on advisory model, team structure and automation scope. No forced one-size-fit-all package.
Starter
Starter
For independent advisors beginning structured growth workflows.
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Professional • Recommended
Professional
For growing advisors/planners running campaigns and multi-step nurture.
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Business/Agency
Business/Agency
For larger advisory teams, agency leaders and recruitment-focused operations.
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| Included Scope | Starter | Professional | Business/Agency |
|---|---|---|---|
| Contacts | Entry-level capacity | Growth-stage capacity | High-volume capacity |
| Users | Single user | Small team access | Multi-team structure |
| Funnels | Core funnel set | Expanded funnel library | Custom strategic funnels |
| Automation | Essential workflows | Advanced multi-step workflows | Cross-team orchestration |
| AI Features | Selected assistants | Broad assistant suite | Full assistant suite + custom prompts |
| Integrations | Standard integrations | Extended integrations | Advanced integration support |
| Support | Business-hours support | Priority support | Dedicated support channel |
| Onboarding | Guided onboarding | Structured implementation onboarding | Custom rollout planning |
| Training | Core training | Role-based training | Team + leadership enablement |
Not sure which plan fits your workflow?
Start free today and easily switch or customize your plan as your business grows.
Frequently Asked Questions
Practical questions from advisors, planners and agency teams evaluating Prism Funnels.
Prism Funnels includes CRM capabilities, but it goes beyond CRM by connecting lead generation, follow-up automation, advisory workflows, AI assistance and team execution in one operating system.
Yes. During onboarding, we map your existing process and integrations. The implementation plan is phased so your operations continue smoothly while transitioning.
Prism Funnels supports process discipline and communication templates with compliance-aware language. Final advice, approvals, documentation and regulatory responsibilities remain with your organisation.
No. We do not guarantee financial outcomes. Prism Funnels strengthens systems, consistency and visibility. Results depend on your offer, market, team execution and follow-through.
Yes. Prism Funnels is designed for practical communication channels including WhatsApp workflows, while adding structure, reminders and visibility to conversations.
Timelines depend on workflow complexity, team size and integration depth. Most teams start with a phased rollout—core capture and follow-up first, then advanced automation.
Yes. Prism Funnels includes recruitment pipeline stages, automated candidate communication and onboarding sequence support tailored for agency leaders and recruitment managers.
You get instant 14-day full access to all AI funnels, client management, automation workflows and onboarding guides with no credit card required.
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