Focus on Clients. We'll Handle Operations.

Your time belongs with clients, not on hold with compliance paperwork or chasing signatures about investments. We handle the coordination so you can focus on growing wealth.

Financial services is about relationships and trust, but administrative tasks can get in the way of client care. We take on the scheduling, reminders, and follow-ups so your practice runs smoothly without overwhelming your team.

Problems We Address

• Prospects can't always reach you during business hours

• Staff spend too much time on appointment coordination and compliance tasks

• Last-minute cancellations leave gaps in your schedule

• People who need financial guidance can't reach you when it's convenient for them

• Juggling multiple systems creates confusion and extra work

• Compliance documentation and signature collection take forever

• Lead follow-up falls through the cracks during busy periods

Simplify Your Practice

Solenzo automation for financial service businesses helping advisors save time on scheduling, compliance, and client follow-up.

Solenzo visual representing automation and scalable growth with gears, calendar, chat, and call icons flowing into an upward bar chart—ideal for any industry, including healthcare.

The Bottom Line

How much time are manual tasks costing your firm?

Every week your team spends hours chasing client documents, scheduling calls, sending reminders, and following up on unpaid invoices. Automating those tasks means more time for billable work and client relationships.

Hours your staff spends on admin tasks each week: 10 hours

Average hourly value of your team’s time ($):

Monthly Return on Investment

$0

Here’s how we calculate your return:

Hours saved each month:

Value of that time:

Monthly cost of the system: $147 per month

Your monthly return:

Solenzo automation helps financial service businesses respond instantly to missed calls with text follow-ups, keeping prospects engaged and preventing lost opportunities.

Missed Lead Follow Up

When a prospect calls and no one answers, we text them right away. They get the consultation they need without waiting or calling back. You stay focused on clients while the system handles the response.

Solenzo automation enables financial advisors to collect consistent five-star reviews with automated check-ins after meetings, building trust and reputation without extra effort.

Client Reviews and Check Ins

After every meeting, we send a quick check-in and a review request. Clients leave five-star feedback without needing to be asked twice. You build trust and grow your reputation without extra follow-up.

Solenzo automation streamlines scheduling and intake for financial service firms, allowing clients to book online and complete questionnaires in advance, reducing admin workload.

Online Scheduling and Digital Intake

Prospects schedule consultations online and complete financial questionnaires before they arrive. No more back and forth, no more missing documentation. Your front office stays clear and your calendar stays full.

Too Many Calls, Not Enough Clarity?

We build a done for you system that handles booking, reminders, and reviews so your team spends less time managing software and more time delivering care.

I’m Not Here to Sell You Software

I’m here to give your team time back

You don't need another app to manage. You need a partner to handle the chaos. We use proven automation to fix broken systems behind the scenes, so you can focus on giving better care to your patients.

The Result?

Your phone rings less often but with better leads. Your schedule stays full and organized. Your reputation grows effortlessly.