How I Built a $7,000 Custom AI Operating System for a Wealth Management Agency скачать в хорошем качестве

How I Built a $7,000 Custom AI Operating System for a Wealth Management Agency

Stop losing high-value deals to messy spreadsheets and manual follow-ups. In this video, I do a deep-dive walkthrough of a custom Command Center I built for a wealth management agency. My client invested $7,000 into this build because their team was losing hours every week to administrative chaos and missed renewal opportunities. What we built: A centralized AI-driven operating system that acts as the "brain" of the agency. Key Features Shown: 🚀 AI Lead Scoring: Automatically flagging high-net-worth prospects (like the $4M portfolio shown in the video) so the team knows exactly who to call first. 💰 Live Pipeline Tracking: A real-time view of the $700,000+ active deal flow. 🔄 Automated Policy Renewals: System-driven SMS and Email reminders that stop revenue leaks before they happen. 📞 Centralized Comms: One-click Google Meet integration and direct access to carrier portals. This isn't just a CRM—it's custom architecture designed to scale an agency without adding more staff. 🛠️ Build your Agency's Command Center: Visit: https://www.daexai.com Book a Strategy Call: https://calendly.com/dimejicole21 Timestamps: 0:00 - Why this agency paid $7,000 for a custom build 0:45 - AI Insights: Identifying the $4M prospect 1:30 - Real-time Pipeline & Revenue Tracking 2:45 - The "Auto-Pilot" Policy Renewal System 4:15 - Centralized Carrier Portals & Meeting Logic 5:00 - How to get this built for your agency Note: All data shown in this video is simulated/test data for demonstration purposes. #FinTech #InsuranceAutomation #WealthManagement #AgencyGrowth #AIforBusiness #DaexAI