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Increase AuM through our WOW-Effect

wealthpilot allows you to acquire new customers through an innovative sales process.

The secret lies in the WOW effect, which you trigger by using wealthpilot with potential new customers. You and your company will have digital lead generation solutions and a personalized demo mode available, which you can also integrate on your website.

We support your entire sales process with individual content marketing, e.g. using landing pages or customers videos - all in your company look & feel.

Convince Your Customers with Content

In collaboration with Mint-Innovative agency, we support your digital sales process with personalized content marketing. In a few simple steps, setup the wealthpilot microsite integration, choose from a variety of modules and embed it in your website. Everything customized to your needs and company design.

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How can wealthpilot convince your clients?

wealthpilot stands for Customer Experience.

In this brief video, you can have an overview over your clients' benefits.

Every new feature we develop has always the user experience in mind, 
meaning - you and your clients. And you can start experiencing this today,
in our free trial version. Click below! 

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What our customers say

New Customer Acquisition Bionic Advisory with Hansen & Heinrich AG Learn More

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