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Capstone Financial Advisors has built a strong reputation -- but every hour spent on intake calls, scheduling, and follow-up is an hour not spent on delivery.
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AgentOS
Built forCapstone Financial Advisors
AI Concierge Active

Capstone Financial Advisors
never misses a prospect.

An AI operations team built for Capstone Financial Advisors. It handles prospect intake, schedules discovery calls, manages client requests, and captures after-hours inquiries.

Try the AI Assistant →See All Agents
24/7
Every prospect inquiry captured and responded to
3x
More discovery calls booked with AI qualification
2 min
Response time to prospect inquiries
LIVE
Intake Agent: New prospect inquiry -- discovery call bookedClient Service: Account review request -- meeting scheduledAfter-Hours Agent: Market question from client -- advisor alertedRetention Agent: Annual review reminders sent -- 6 confirmedIntake Agent: New prospect inquiry -- discovery call bookedClient Service: Account review request -- meeting scheduledAfter-Hours Agent: Market question from client -- advisor alertedRetention Agent: Annual review reminders sent -- 6 confirmed
AI Agent Team

Your AI Operating System

Four agents running Capstone Financial Advisors's front office operations around the clock.

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Intake Agent
● Running
24/7 on
Answers prospect inquiries, qualifies needs, books discovery calls
Prospect Qualifier
Discovery Booker
Welcome Sender
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Client Service Agent
● Running
4 active
Handles account questions and meeting requests
Account Lookup
Meeting Scheduler
Doc Sender
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After-Hours Agent
● Running
Always on
Captures market-event inquiries and urgent needs
Urgency Detector
SMS Notifier
Morning Briefer
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Retention Agent
● Running
6 active
Schedules annual reviews and life-event check-ins
Review Scheduler
Life Event Tracker
Touch Sender
Live Demo

Talk to Capstone Financial Advisors's AI

Click a button to hear what an AI assistant sounds like for Capstone Financial Advisors. Ask about financial planning, investment questions, or scheduling a consultation.

Next Step

Stop losing prospects to slow follow-up.

Every inquiry that sits unanswered is AUM walking to another advisor. We build and deploy the full AI system for Capstone Financial Advisors in 2 weeks.

✓ No tech background needed✓ Live in 2 weeks✓ Every inquiry captured
📅 Book a Call to Implement This With Us→
Ask us anything
Hi Capstone -- I'm an AI assistant built for Capstone Financial Advisors. Ask me about financial planning, investment questions, or scheduling a consultation.
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