Trusted by 500+ customers
Finance Sales Challenges We Solve
How Floworks tackles unique financial services challenges:
Strict Compliance Requirements
The Problem
FINRA and SEC regulations make traditional prospecting risky. One wrong message could mean fines or audits.
How Floworks Solves It
Linda ensures every message is compliant while still being personalized and engaging—no generic disclaimers that kill response rates.
Trust & Credibility Barriers
The Problem
Financial buyers are skeptical. Cold outreach from unknown advisors gets ignored or deleted immediately.
How Floworks Solves It
Linda researches each prospect's financial situation and references relevant expertise—positioning you as a knowledgeable advisor, not a cold caller.
Finding Qualified Prospects
The Problem
Not everyone qualifies as a client. Finding accredited investors or businesses with the right AUM is like finding needles in haystacks.
How Floworks Solves It
Jesse identifies prospects based on wealth signals—business ownership, property holdings, life events like exits or inheritances.
Long Sales Cycles
The Problem
Financial decisions take time. Prospects need 6-12 months of nurturing. Missing one touchpoint loses the relationship.
How Floworks Solves It
Sam automates personalized follow-ups over months, maintaining engagement until prospects are ready to commit.
Lead Generation Results in Finance
Meet Your AI Sales Team for Finance
Jesse: Lead Generation
Discovers high-net-worth individuals and businesses needing wealth management and financial services.
Alisha: Lead Research
Finds decision-makers and accredited investors in a compliant, secure manner.
Linda: Compliant Outreach
Crafts FINRA and SEC compliant messages that highlight your expertise and services.
Sam: Meeting Scheduling
Books consultations while maintaining regulatory compliance and security standards.
Complete Lead Generation Solution
AI-powered lead discovery from web and 275M+ database
FINRA and SEC compliant communication
Multi-channel engagement (Email, LinkedIn)
Automated meeting scheduling and follow-ups
Deep prospect research for relevant messaging
CRM integration with all major platforms