Built for Advisors Looking to Use
Provide your visitors with an ever-present way to interact with you and start a conversation.
Engage your visitors with your own methodology for qualification.
Turn new prospects into familiar faces with tried and true conversion strategies.
Test your engagement tactics to ensure your onboarding process is as efficient as possible.
Approach Use Cases:
Investment Client Prospecting
Provide your investment prospects with a clear path to becoming a client, without leaving them in the dark or using antiquated methods.
Onboarding Other Advisors
Guide new team members through all the steps of joining your firm or broker dealer while monitoring their progress to nudge them along the way.
Adding Money Managers to Your Platform
Adding money managers to your platform? Collect everything you need to speed up your onboarding process.
Selling Software as a Service (SAAS)
Transform the due diligence process to continue to drive engagement while providing all key points of information you need to make your sales process smooth.
Don’t Take Our Word For It.
See What Industry Leaders Are Saying About Approach!
"Allowing us to more deeply engage with the community before they are clients will allow us to further our purpose, to expand what's possible with money. This will transform our client onboarding."
JD BruceAbacus Wealth
"The prospect portal and Mineral's strategy and customization provide game-changing levels of customization for advisors to communicate and prospect better. We are very excited to provide this to our advisors."
Shannon SpotswoodPresident of RFG Advisory
"The ability to architect and personalize the digital journey is key to being able to reach prospective clients online. With the Prospect Portal, financial advisors now have a methodology to build it themselves."
Tina PowellBeacon wealth advisors
Winner Fuse 2017
Best Advisor Innovation
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