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Summit Wealth Advisors hero
Inbound + Outbound AI · SEC Compliant · 24/7

Your Clients Deserve White-Glove Service.
Your Calendar Says Otherwise.

You manage $180M in AUM but your phones ring to voicemail during client meetings. Your annual review scheduling is 3 months behind. Kolari handles inbound calls AND proactive client outreach. Retaining one $500K client pays for 8 years of Kolari.

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62%
of calls resolved without advisor
1
retained client = 8 yrs of Kolari
$89K
avg annual revenue protected
The Problem

You're Too Busy for Your Best Clients

Every missed call erodes trust. Every skipped annual review risks AUM walking out the door.

6.3 hrs
Daily Non-Advisory Work

Your team spends 6+ hours on calls that aren't financial planning — scheduling, document status, account balances, transfer requests. That's time not spent deepening client relationships or acquiring new AUM.

Source: Kitces Research, 2024
38%
Annual Reviews Overdue

You know annual reviews are your #1 retention tool. But scheduling them is a nightmare. 38% of your clients are past due. Each missed review is a client who might start shopping other advisors.

Source: J.D. Power Wealth Study
$500K
Avg AUM at Risk per Client

When a $500K AUM client leaves because they "never hear from you," that's $5,000/year in recurring revenue — gone. And they're taking referrals with them. Client retention is the highest-ROI activity you're not doing.

Source: Cerulli Associates
The Solution

Two Engines. One Platform. Total ROI.

Inbound saves money. Outbound makes money. Together, they pay for themselves in days.

Inbound: White-Glove Service Without the Hold Music

Clients call during market volatility, after hours, during your meetings. Kolari answers every time — with their account context loaded before "hello."

📊

Account & Portfolio Inquiries

Provides real-time balances, recent transactions, performance summaries, and allocation breakdowns. Clients get answers in 30 seconds instead of waiting for a callback.

📅

Intelligent Scheduling

Books annual reviews, portfolio check-ins, and planning sessions based on advisor availability, meeting type, and prep time. Sends calendar invites and pre-meeting questionnaires.

📑

Document & Transfer Status

Checks status on account transfers, beneficiary changes, and document requests. "Your ACAT transfer initiated on Tuesday — it's on day 4 of the standard 5-7 day process."

🔒

Secure Client Authentication

Verifies caller identity using multi-factor voice authentication before accessing any account information. Full audit trail for compliance.

Outbound: Proactive Client Engagement That Retains AUM

AI-powered campaigns that schedule annual reviews, cross-sell planning services, and keep your clients feeling cared for — automatically.

🔄

Annual Review Scheduling Campaigns

Automatically reaches out to clients approaching their review date. "Hi Robert, it's been 11 months since your last portfolio review. Sarah has openings next week." Cuts overdue reviews from 38% to 5%.

📈

Cross-Sell & Deepening Campaigns

Identifies clients using only one service and introduces others. "You mentioned your daughter's starting college soon — would you like to explore our education planning service?"

🔔

Market Event Client Outreach

When markets move ±3%, AI proactively calls top clients to reassure and offer a meeting. "Markets dropped 4% today. Your portfolio is down 2.1%, outperforming the index. Want to connect with Sarah?"

📋

Document Collection Follow-Up

Chases down missing tax documents, beneficiary forms, and account paperwork. No more awkward "did you send that form yet?" calls from your team.

Lead Nurturing

Drip Campaigns Are Dead.
Voice + Text Nurture Is 8x More Effective.

Your email drip campaigns get a 20% open rate and a 2% response rate. That means 98% of your follow-ups go nowhere. Kolari replaces passive email sequences with automated phone and text nurture that works every lead to a resolution: booked, converted, or dead. No lead sits in limbo. No lead goes untouched.

Traditional Email Drips
Low Touch. Low Impact.
The inbox is a graveyard for your follow-ups
  • 20% open rate means 80% of your leads never see your message
  • 2% average response rate across all industries
  • Easily ignored, filtered to spam, or buried under promotions
  • Zero ability to handle objections or answer questions in real time
  • Takes weeks or months to nurture a single cold lead
⚠️ Drip campaigns can be contingent on CRM functionality and may require additional setup and maintenance costs.
VS
Kolari Voice + Text Nurture
High Touch. Automated.
Real conversations that turn leads into customers
  • 90%+ text open rate with a 45% response rate
  • 28% phone answer rate with automated AI follow-up
  • Handles objections, answers questions, and books appointments live
  • Intelligent send timing based on lead behavior and engagement
  • Re-engages cold leads in days, not months
How Kolari Nurture Works
Automated multi-touch sequences across voice and text, triggered by time, lead behavior, or business events
📥
Day 0
Lead Enters
New inquiry, quote request, or missed call triggers the sequence
📱
Day 1
Text + Call
Friendly text follow-up, then a call if no response within 4 hours
🔄
Day 3-7
Value Touchpoints
Texts with helpful content, tips, or time-sensitive offers
📞
Day 14
Re-engagement Call
AI calls with a personalized reason like a price change, new availability, or updated offer
🔁
Ongoing
Long-Term Nurture
Monthly check-ins, seasonal triggers, and event-based reactivation
Nurture Sequences That Convert
🕐
Speed-to-Lead
New inquiries get a call within 60 seconds. Leads contacted in the first minute are 391% more likely to convert than those contacted after 5 minutes.
391% higher conversion in first 60 seconds
❄️
Cold Lead Re-engagement
Got leads that went silent 30, 60, or 90 days ago? Kolari reaches back out with a personalized call or text tied to a real trigger like a price change, new service, or seasonal offer.
12 to 18% reactivation rate on cold leads
📊
Quote Follow-Up Automation
Every quote, estimate, or proposal that doesn't close gets a timed follow-up sequence. A text goes out at 24 hours, a call at 48 hours, and a final check-in at 7 days. No lead falls through the cracks.
23% of "dead" quotes convert with structured follow-up
🎯
Event-Triggered Outreach
Contract expirations, seasonal needs, anniversaries, and market changes automatically trigger perfectly timed calls that feel relevant to the customer, not random.
3.2x higher engagement vs. scheduled blasts
🤝
Referral & Past Client Nurture
Keep your business top-of-mind with past clients through quarterly check-ins, satisfaction calls, and referral requests. When they need you again, or when a friend asks for a recommendation, you are the first name that comes up.
1 to 2 referrals per quarter per nurtured client
⚡
Missed Call Recovery
Every missed inbound call triggers an immediate text back to the caller ("Sorry we missed you, how can we help?") followed by an automated callback attempt within 5 minutes. You recover leads that would have called your competitor instead.
40% recovery rate on missed calls
⛔

Subscription Management: Every Lead Gets a Resolution

Kolari works every lead to a definitive outcome. No lead is "dormant," "untouched," or "unknown." Every lead in your pipeline is either active or dead.

Active: Still Being Worked

  • Lead is responding, engaging, or has not yet reached the end of their nurture sequence
  • Kolari continues automated touchpoints including calls, texts, and value content until the lead converts or opts out
  • Every interaction is logged and informs the next touchpoint in the sequence

Dead: Unsubscribed and Permanently Removed

  • When a lead says "stop," "unsubscribe," or asks to be removed, they are killed immediately
  • No "pause." No "dormant." No "let's try again in 6 months." Dead means dead.
  • Removed from all sequences, flagged in your CRM, and never contacted again
⚠️

There is no middle ground. Every lead in Kolari has a clear status: either actively being worked toward a resolution (booked, converted, or opted out) or permanently dead. Your pipeline stays clean, your compliance stays airtight, and your team never wastes time wondering "should we call this person again?"

📈

Your database is a goldmine you are not working.

Most businesses have hundreds, sometimes thousands, of leads sitting in a CRM with no status, no next step, and no resolution. Kolari works every single one to a definitive outcome: booked, converted, or dead. No lead falls through the cracks. No lead lives in limbo. Automated phone and text lead nurturing runs 24/7 until there is a resolution. No new ad spend needed. Just better follow-up on the leads you already have.

ROI Calculator

See Exactly When It Pays for Itself

Drag the sliders. Watch the math. Spoiler: it's fast.

250
$28
Monthly Savings
—
Pays for Itself in
—
Annual ROI
—
ROI Multiple
—

Based on 62% inbound deflection rate · Kolari Professional at $495/mo · Does not include outbound revenue generation

Omnichannel

Every Channel. One Platform.

Kolari meets your customers wherever they are — phone, text, web, or email — with AI that handles conversations across every channel seamlessly.

📞
Phone
InboundOutbound

AI voice agents that answer and make calls with human-like fluency. Handle inbound inquiries 24/7 and run outbound campaigns — follow-ups, reminders, re-engagement — at scale.

  • 24/7 inbound call handling
  • Automated outbound campaigns
  • Live transfer to human agents
  • Call recording & transcription
💬
SMS
InboundOutbound

Two-way text conversations powered by AI. Receive and respond to client texts instantly, or send outbound messages — review reminders, market alerts, meeting follow-ups — with intelligent threading.

  • Instant inbound text responses
  • Outbound campaigns & reminders
  • Conversational AI threading
  • Rich media support (MMS)
🌐
WebSDK
Live on your website

Embed a live AI agent directly on your website. Visitors get instant help without picking up the phone or sending a text — voice or chat, right in the browser.

  • Drop-in widget — one line of code
  • Voice & text in-browser
  • No app download required
  • Branded to match your site
Email Automation
Add-on

Automated email for confirmations, follow-ups, summaries, and drip sequences. Triggered by call or text outcomes to keep the conversation going after the initial interaction.

  • Post-call confirmation emails
  • Follow-up sequences
  • Meeting & review confirmations
  • Additional cost applies
Compliance

Built for Regulated Outreach

Kolari takes compliance seriously. Every outbound text and call runs through the proper channels so you stay on the right side of the law.

📋
10DLC Registration

All SMS and outbound calling through Kolari requires 10DLC (10-Digit Long Code) registration. This is a carrier-mandated requirement that ensures your messages are delivered reliably and your brand is verified.

Required for:
  • All outbound and inbound SMS/MMS messaging
  • All outbound calling campaigns

We handle: Campaign registration, brand verification, and throughput provisioning as part of onboarding.
🛡️
Do Not Call & TCPA

Kolari integrates with Do Not Call (DNC) registries and TCPA compliance management tools to help you honor opt-outs and stay compliant with federal and state telemarketing regulations.

Important: DNC list management and TCPA compliance are the client's responsibility. Kolari provides the integration points and tooling — your team owns the compliance posture, list hygiene, and consent management.

Use the TCPA Compliance Checker →
🔒

Your compliance. Our infrastructure. Kolari gives you the technical rails — 10DLC registration, DNC integrations, opt-out handling, call recording disclosures — so your team can focus on the business while staying compliant. Regulatory responsibility remains with your organization.

How It Works

Connect. Deflect. Engage. Revenue.

Inbound savings from day 1. Outbound revenue from week 1.

01

Connect Your CRM & Custodian

Connects via webhooks to any CRM and custodian platform. AI sees client accounts, meeting history, and service tiers. Additional implementation costs may apply.

5 min setup
02

Inbound Calls Get White-Glove Treatment

Account inquiries, scheduling, document status — handled with client context loaded. Urgent calls (large withdrawals, complaints) escalate to your team immediately.

62% deflection
03

Outbound Keeps Clients Engaged

Annual reviews get scheduled. Cross-sell opportunities get surfaced. Market events get addressed. Your clients never wonder "does my advisor even remember me?"

$89K protected
Results

Before & After Kolari

Advisor Admin Time
6.3 hrs/day
↓
2.1 hrs/day
Overdue Annual Reviews
38%
↓
5%
Client Retention
91%
↓
97%
Revenue Protected/yr
At risk
↓
+$89K
SOC 2 Type II
SEC Compliant
99.9% Uptime
Webhook Compatible
FAQ

Frequently Asked Questions

How does the AI handle sensitive financial conversations? ▼
Kolari never provides financial advice, recommendations, or opinions on investments. It handles administrative tasks — account lookups, scheduling, document status, and transfers. When a client asks "should I sell?" the AI responds: "Let me schedule a call with your advisor to discuss that." Full call recordings and transcripts are maintained for SEC compliance.
What outbound campaigns drive the most retention? ▼
Annual review scheduling is the #1 retention driver — clients who complete their annual review are 3.4x more likely to stay. Market event outreach is #2 — proactively calling during volatility prevents panic withdrawals and demonstrates attentiveness. Cross-sell campaigns are #3 — they deepen the relationship and increase switching costs.
Does it integrate with our CRM and custodian? ▼
Yes. Kolari connects to any webhook-compatible CRM or custodian platform. It reads account data, meeting history, and service notes for inbound context, and pushes activity logs and scheduling updates back to your system. Additional implementation costs may apply for custom integrations.
How does it handle client authentication? ▼
Kolari uses multi-factor authentication — matching the caller's phone number against records, then asking security questions or a PIN. Only after verification does it access account information. All authentication attempts are logged for compliance. Failed verification attempts are flagged and routed to your compliance team.
How does retaining one client pay for 8 years of Kolari? ▼
The average Summit client has $500K in AUM at a 1% fee = $5,000/year in revenue. Kolari costs $495/month = $5,940/year. Retaining one client who would have left (due to neglect, missed reviews, or poor service) generates enough fee revenue to cover 10+ months of Kolari. Multiply that by the improved retention rate and it's not even a question.
What about compliance and record-keeping? ▼
Every inbound and outbound call is recorded, transcribed, and archived with timestamps and client identifiers. Recordings are stored for 7+ years per SEC/FINRA requirements. The AI's conversation scripts are pre-approved for compliance. Outbound campaigns include required disclosures. Your compliance officer gets a monthly activity report.

Your Best Clients Deserve Better Than Voicemail

Every call answered with account context. Every review scheduled on time. Every client retained. One saved client pays for 8 years of Kolari.

Demo the Solution

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