The Best Lead Response for
Wealth Management Firms & Private Banks
Stop losing high-net-worth prospects to slow response. Get done-for-you AI that engages prospects in seconds, qualifies by AUM and timeline, and routes to the right advisor team—fully integrated with Salesforce Financial Services Cloud.
Why Prestyj is Best For Wealth Management
Discover the key reasons why professionals in your niche choose Prestyj
Enterprise-Grade Compliance
Built for firms managing billions in AUM. FINRA-aware conversations, audit trails included, compliance review workflows. AI qualifies and routes without ever giving investment advice or making recommendations.
Intelligent Advisor Routing
Route HNW prospects to the right advisor team based on AUM thresholds, specialization (trusts, alternatives, retirement), geography, or capacity. Senior advisors only see $5M+ opportunities.
Production-Ready in 3 Weeks
While internal builds take 12-24 months and cost $300K-500K, done-for-you gets you live in 3 weeks. We handle Salesforce FSC integration, advisor routing logic, compliance review—everything.
Continuous Optimization Included
We monitor conversion rates by prospect segment, optimize qualification questions, and improve routing logic based on performance data. Your AI agents get better every week—automatically.
Your Challenges, Solved
See how Prestyj transforms common pain points into competitive advantages
Pain Point
HNW prospects go to competitors during your 24-48 hour response window
Prestyj Solution
AI engages prospects in under 60 seconds, 24/7. When a $10M prospect submits a form Saturday afternoon, they get immediate engagement and book a consultation before competitors reply Monday morning.
Pain Point
Junior staff can't qualify complex HNW prospects (trusts, alternatives, concentrated stock)
Prestyj Solution
AI asks sophisticated qualifying questions: current AUM, investment complexity, planning needs, dissatisfaction with current advisor. Surfaces high-value opportunities without requiring senior advisor time upfront.
Pain Point
Internal AI builds take 18+ months, cost $500K+, and often fail (67% failure rate)
Prestyj Solution
Done-for-you eliminates build risk. We've deployed AI for firms managing $10B+ AUM. You get proven methodologies, not 18 months of trial and error. Live in 3 weeks with guaranteed production deployment.
Pain Point
DIY platforms require technical expertise you don't have (APIs, webhooks, CRM mapping)
Prestyj Solution
Zero technical work on your end. We handle Salesforce FSC integration, advisor routing, phone system setup, compliance workflows. You approve the strategy, we execute everything.
Pain Point
Compliance concerns about AI conversations with HNW prospects
Prestyj Solution
All conversation flows reviewed for FINRA awareness. AI stays in qualification mode—no advice, no recommendations, no performance projections. Full audit trails and conversation recordings for compliance review.
How Prestyj Compares
See how Prestyj stacks up against traditional methods
| Approach | Prestyj Done-For-You | Internal Build / DIY Platforms |
|---|---|---|
Time to Production | 3 weeks, fully managed | 12-24 months internal / 6+ months DIY |
Total Implementation Cost | 60-80% less than internal builds | $300K-500K+ internal / $50K+ DIY setup |
Success Rate | 67% (vendor partnerships) | 33% (internal DIY builds) |
Salesforce FSC Integration | Done for you (standard offering) | You build custom API integration |
Compliance Review Support | Included (FINRA-aware flows) | Your compliance team builds process |
Advisor Routing Logic | Configured for you (AUM, specialty, capacity) | You code routing rules |
Ongoing Optimization | Continuous (we monitor & improve) | Your IT team maintains |
Frequently Asked Questions
Common questions about using Prestyj for Wealth Management
Engage HNW Prospects in Seconds, Not Days
See how enterprise wealth management firms use done-for-you AI to qualify $5M+ prospects, route intelligently, and book more consultations. Schedule a demo to see your AI in action.
Book Enterprise DemoSalesforce FSC integrated. FINRA-aware. Production-ready in 3 weeks.