Fynancial
White-labeled mobile app and client experience layer for RIAs, built on top of the existing tech stack
- RIAs
- Family offices
- Retirement plans
Client experienceCustom quote
WealthVoice
Builds and manages branded Amazon Alexa voice apps and audio broadcasts for advisory firms
Founded 2019wealthvoice.ai
What it does
WealthVoice is a small SaaS company that builds and runs custom Amazon Alexa skills for financial advisory firms and other professional brands. A firm manages its voice app much like a website, through a content management system.
The voice app can answer questions about the firm's services, read FAQs and advisor bios, list events, and play podcast episodes synced from an RSS feed. Firms can also push broadcasts, such as recorded voice memos, text-to-speech messages or short podcasts, to followers as Alexa notifications on smart speakers and the Alexa mobile app, on a schedule. Alexa quick links let a website, email or ad open the skill directly. Customers named on the site include Plancorp, Onramp Invest, Silicon Hills Wealth Management, Three Bell Capital and Snappy Kraken.
WealthVoice was founded in 2019 by voice marketing strategist Emily Binder and charges a one-time setup fee plus a monthly subscription, with pricing given on request.
Best for
- Serves
- RIAs
Features
- Custom Alexa skill for the firm
- Voice content management system
- Scheduled Alexa notification broadcasts
- Podcast RSS sync to Alexa
- Alexa quick links for web and email
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- Amazon Alexa
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