Prospect drop-off without consistent nurture
Leads go silent when follow-up is sporadic. Long sales cycles need steady, value-driven touchpoints—or they go elsewhere.
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ServiceCaptain for Financial Advisors
Nurture prospects, book meetings, and stay top of mind. Consistent outreach and client touchpoints—so you spend more time advising.
Secure setup • Tailored workflows • 14-day support
Too familiar?
The nurture and admin gap costing you assets
Long nurture cycles, inconsistent outreach, and consult no-shows erode conversion—every dropped touchpoint is AUM that never makes it onto your book.
Meeting coordination eats hours
Back-and-forth scheduling, calendar juggling, and no-show recovery consume time better spent on advisory work.
Client check-ins slip when busy
Quarterly reviews, doc requests, and relationship touchpoints fall through when you're focused on market moves and new prospects.
Pipeline opacity blocks prioritization
Hard to see who to call next, which leads are warm, and where the biggest opportunities live.
Now imagine prospect nurture, meeting scheduling, and client check-ins running consistently—without you carrying the full admin load.
How it works
Discreet automation
ServiceCaptain handles prospect nurture, scheduling, and client touchpoints so you spend more time advising and less time coordinating.
Prospect nurture and value content
Drip sequences, value-driven content, and meeting prompts that keep prospects engaged through long sales cycles.
Meeting scheduling and reminders
Calendar integration, automated invites, and reminders that reduce no-shows and cut back-and-forth coordination.
Client check-ins and review prompts
Quarterly prompts, review reminders, and doc requests that keep relationships on track without manual chase.
Pipeline and priority visibility
Lead stages, conversion metrics, and priority ranking—see who to call next and where opportunities are heating up.
Compliance and regulatory alignment
Audit trails, data controls, and RIA-friendly posture so automation aligns with regulatory expectations.
RIA handoff and integration
RIA-friendly docs, 14-day support, and integration prep so your practice adopts the workflow smoothly.
Configured for your practice size, client mix, and compliance requirements.
Proof over promises
VerifiedBuilt for advisors who run on relationships
Discretion, consistency, and professional stewardship matter. ServiceCaptain helps you deepen relationships without sacrificing admin time.
“We needed nurture that was consistent, compliant, and didn't require us to manually chase every prospect and client touchpoint. This gave us structure we could trust with our book.”
35% more meetings booked
Consistent nurture and scheduling reduce no-shows
22% better retention
Client check-ins stay on schedule without manual effort
5+ hrs/week reclaimed
More time stays on advisory and relationship depth
Live metrics and named testimonials will be added once client approvals are finalized.
OPENCLAW CAPABILITIES
Installed workflows foradvisor growth and retention.
Automate intake, review prep, and client communication so advisors spend more time advising.
SETUP & PRICING
Configure Your ServiceCaptain Rollout
Choose your foundation, layer in support, and launch with a plan tailored to your firm.
Core Deployment
Complete implementation on your preferred environment
- Full tailored OpenClaw setup and activation
- Cloud or on-prem deployment options
- 30 days of post-launch onboarding support
- Live handoff session with your team
Connected Apps
$300 per integration
Need something custom? Add custom integrations per app (scoped).
Select the tools you already use. We'll integrate them via native connection, connector, or custom API.
Filter:
+ More via custom integration
0 integrations selected
Estimated setup: $0 one-time
Custom Workflow Automation
Purpose-built AI workflows for your real business processes.
From $500 each (Simple workflows)
Complex multi-app workflows are scoped and quoted separately.
Select workflows to see estimate
Simple$500 each
0
Standard$1,200 each
0
Advanced$2,500+ each
0
What's included
- ✓Workflow mapping to your SOP/process
- ✓Automation build + app connection logic
- ✓Test run + launch support
- ✓Revisions per tier (Simple: 1, Standard: 2, Advanced: 3)
Popular workflow examples
Lead qualificationMissed-call text-backNo-show recoveryInvoice follow-upReview request flowDormant client reactivation
Ongoing Care (optional)
Total
$1,499
Ready to Get Started?
Configure your package or explore our services.
Prefer a guided walkthrough?