For financial advisors
A CRM for financial advisors, with an AI team that nurtures prospects.
Prospects take time, and they slip when follow-up stalls. Cadrey answers in your brand voice, follows up over months, and books the meeting, then brings you the conversations that need you.
For example, nurturing a prospect and booking the review meeting while you are with clients.
What your AI team does for financial advisors
Answer and book the leads who contact you
Every lead, answered and booked.
Get new leads
Get new leads that fit who you sell to.
Follow up with past customers
Turn one job into repeat business.
Marketing advice, anytime
A marketing chief you can ask anything.
Chat with visitors on your website
Catch website visitors before they leave.
Text back every missed call
Never lose a lead to a missed call.
Book appointments onto your calendar
Your calendar fills itself.
Follow up by email in your brand voice
Follow-up that actually happens.
Answer and follow up by text
Reach people where they actually reply.
Keep your deals up to date on their own
A pipeline that keeps itself current.
One inbox for calls, texts, and email
Every conversation in one place.
Reports you can trust
Numbers you can check yourself.
Call recordings and transcripts
Every call captured and searchable.
Approve every move that matters
Nothing sends without your yes.
Fill in a lead's details from public sources
Every new lead, filled in for you.
See which leads fit who you sell to
Know which leads are worth your time.
Ask for reviews and referrals at the right time
More five-star reviews, without the awkward ask.
Win back customers who have gone quiet
Bring quiet customers back.
Keep track of your tasks and reminders
Nothing you meant to do falls through.
One record for every person and company
Everything about a customer in one place.
Built on frontier models from OpenAI and Anthropic. Cadrey shows its work, never fakes an answer, and you decide how much it runs on its own.
Ready to get your time back?
Start free today. Your AI team is up and running within minutes, while you retain total manual control over every single move.