Financial services CRM
Prospects meet with whichever advisor answers first, and clients judge the relationship by what happens between meetings. MapleConnect puts a response in front of each new inquiry within seconds, answers the line while you advise, books discovery calls and annual reviews, and keeps one timeline per household - from first call to twentieth review.
One system carries the practice’s front office: the CRM holds every household and referral source, AI voice answers the line during meetings, SMS and email run the touches between reviews, and online booking keeps the calendar full.
A financial advisor CRM is software that holds every household, prospect, and center of influence in one place, keeps a timeline of every conversation, and runs the cadence an advisory practice lives on: fast follow-up for new inquiries, discovery calls that get booked instead of promised, and reviews that happen on schedule. The work is relational and slow-burning - a household may take months to commit and then stay for decades - which is exactly why none of it should depend on memory.
MapleConnect is an AI-native financial services CRM. When a prospect fills out your website form, gets introduced by a client, or calls while you are in a meeting, it responds in seconds by text and email, asks about goals and timeline, and offers a discovery slot on your calendar. Review cadences invite each household to book its own annual meeting, reminders cut the no-shows, and quiet prospects get a patient, persistent follow-up you never have to remember.
It is front-office software, and it stays there. MapleConnect never gives investment advice, never touches a portfolio, and never tracks AUM - planning, recommendations, and trades live with you, your planning software, and your custodian. What it owns is everything around that work: capture, response, scheduling, and a written record of every touch, so each household that considers your firm actually reaches an advisor.
The problem
None of these are blowups. They are quiet gaps in attention - and in a business built on trust over decades, quiet gaps are how households leave.
A household choosing an advisor usually talks to two or three firms. If their call lands in voicemail while you are with a client, the firm that answered gets the first meeting - and usually the relationship.
Scheduling every household’s annual review by hand is the first job dropped in a busy quarter. A household that goes a year without hearing from its advisor starts to wonder what it is paying for - and says yes when another firm calls.
Texts on a personal phone, emails in an inbox, meeting notes in planning software, calls logged nowhere at all. When an associate covers, or a household calls with a question, the history is a scavenger hunt.
Clients refer right after a plan lands or a milestone is reached, and CPAs and estate attorneys send work to the advisors they hear from. Both depend on asks that never happen because no system fires them.
A working day
A representative day with MapleConnect on an advisory desk. The AI moments happen on their own; the moment marked you is the work only an advisor can do.
A website form from a couple asking about retirement planning and a missed call from yesterday evening both got a text and an email within seconds, with questions about goals and timeline and a link to book a discovery call.
A client calls to move next week’s review. The AI voice agent finds a new slot, updates the calendar, sends a fresh confirmation, and logs the call - your meeting never notices.
The discovery meeting is the craft: listening for what this household is actually worried about and shaping the plan around it. The intake answers and every prior touch are on one screen when you walk in.
Households that have reached their review date get an invitation with a self-booking link. The first bookings land the same afternoon, and households that have not picked a slot enter a reminder cadence you never have to think about.
Someone who went silent after a spring discovery call replies to a check-in message and lands back on your pipeline with the full history attached, ready for a personal follow-up.
A prospect calls after closing, asks about consolidating old retirement accounts, and gets booked for Thursday. The question of what to do with the accounts is noted and routed to you - the agent never answers it.
What you get
Six capabilities, each doing a job your practice currently does by hand - or does not do at all.
The line answers 24/7 - during client meetings, at lunch, after hours. The agent captures who is calling and why, books discovery calls and reviews on your calendar, and logs the call to the household. Anything that sounds like advice routes to you.
Website forms, referral introductions, and missed calls get an instant text and email with the qualifying basics - goals, timeline, how they found you - and a booking link before they dial the next firm on their list.
Set annual or semi-annual review cadences per household. Invitations go out on schedule with self-booking, reminders cut the no-shows, and households that never book surface as tasks instead of surprises.
Spouses and family members sit under one household record with every call, text, email, and meeting attached - so an associate can cover a relationship cold, and nothing lives on a personal phone.
Welcome sequences for new clients, quarterly notes, milestone check-ins, and reactivation campaigns for prospects who went quiet - written once, sent on schedule, always in your firm’s voice.
CPAs, estate attorneys, and referring clients get their own pipeline and a steady stay-in-touch cadence, with referral asks triggered by real moments - a delivered plan, a completed onboarding - not by memory.
Hear it work
What an evening call sounds like with the AI agent on the line - an illustration, not a recording. Notice what it refuses to answer: anything that is advice goes to the advisor.
Good evening, you’ve reached Birchmont Wealth Planning. The advisors are out of the office, but I’m the firm’s assistant and can make sure you reach the right person. What brings you to us?
Hi - I just moved to the area and I’m looking for a new financial advisor. I have a couple of old retirement accounts I’ve been meaning to deal with.
Welcome to the area. The right next step is a discovery call with one of our advisors - no cost, and you can decide from there. May I have your name?
Maria Sandoval.
Thanks, Maria. What is the best number and email for you, and is this a good number for text reminders?
This number works for texts, and my email is maria.sandoval@email.com.
Got it. So the advisor comes prepared - is this mostly about the retirement accounts, or are there other goals you’d like to cover, like a home purchase or college savings?
Mostly retirement. Actually - should I just roll the old 401(k)s into an IRA? Is that usually the right move?
That is exactly the kind of question the advisor will walk through with you - it depends on your situation, so I won’t guess at it. I do have Wednesday at 4:00 PM or Thursday at 10:30 AM open. Which suits you?
Thursday at 10:30.
You’re booked for Thursday at 10:30 AM with an advisor. I’ve texted a confirmation with a short list of things worth having on hand. Before I let you go, Maria - is there anything you’d like me to note for the advisor?
No, that covers it. Thank you.
The shift
Playbooks
Automation recipes configured for an advisory practice: a trigger, a short sequence, and an outcome you can check.
Trigger A website inquiry, a referral introduction, or a missed call arrives
The household’s first real conversation about their money is with you.
Trigger A household reaches its review cadence date
No client can say they never hear from their advisor.
Trigger A plan is delivered or an onboarding completes
Referrals become a system instead of a favor you forgot to ask for.
Honest scope
A fiduciary practice cannot be casual about its tools. Here is exactly what the software does, and what it will never touch.
MapleConnect captures inquiries, answers the line, schedules meetings, and logs every touch. Investment advice, planning recommendations, portfolio decisions, and trades stay with you, your planning software, and your custodian - the CRM delivers every relationship to that work and stops there.
Calls, texts, emails, and appointments log to each household automatically, which gives your team a consistent activity history and supports your record-keeping workflows. It is not a books-and-records or archiving system of record - retention and archiving obligations stay with your compliance team and broker-dealer.
Every campaign checks the opt-in status stored on the household before it sends: the record shows how and when a client agreed to hear from you, and a single unsubscribe silences both SMS and email at once. What TCPA and securities communications rules require of your firm is a question for your compliance officer and counsel - the software gives them the trail, not the answer.
Pricing
Advisory teams grow by adding support staff, not seats of software. MapleConnect prices flat, so the associate, the client service manager, and the advisor all work the same book at one monthly price.
$199/mo flat
The full CRM plus automation - priced flat, not per seat.
$299/mo flat
The most popular plan: deeper automation and campaigns.
$399/mo flat
Everything, including native AI voice agents on your line.
Start on the free plan and upgrade when the pipeline pays for it. See full pricing
Keep exploring
MapleConnect for neighboring industries
Put the follow-up on a system before it costs you a household. Start on the free plan, keep flat pricing as the team grows, and let the free guided migration move your book for you.