Built for independent advisers & wealth managers

Your clients deserve
your full attention.

Fred is your firm's branded AI agent — handling prospecting, lead response, and pipeline management so you can focus entirely on the relationships and advice that define your practice.

What the research shows
5×
increase in lead generation for wealth firms using AI-powered prospecting
BCG Global Wealth Report, 2025
2×
conversion rate improvement reported by early movers deploying AI in client acquisition
BCG Global Wealth Report, 2025
20%
average productivity gain across financial services firms meaningfully adopting AI
Bain & Company, 2025
The opportunity

Why AI is reshaping wealth management now

McKinsey identifies financial services as one of the highest-opportunity sectors for AI — with potential productivity gains equivalent to 2.8–4.7% of annual revenues. For independent advisers, the impact is even more direct.

🏆
The adviser shortage is real
McKinsey projects nearly 40% of advisers will retire within a decade, creating a shortfall of roughly 100,000 professionals. Practices that use AI to extend their capacity now are best positioned to absorb that demand.
💼
Client expectations have shifted
The share of investors seeking holistic, multi-service advice grew from 29% in 2018 to 52% in 2023 (McKinsey). Meeting that demand requires more client time — which means less time on admin and pipeline management.
⚡
Speed now determines who wins
Research consistently shows that 85% of buyers choose the first firm to respond. In wealth management, where trust is everything, first contact sets the tone. An AI agent that responds instantly — in your voice — wins that first impression.
"Firms that embrace AI-enabled prospecting, personalised onboarding, and digital tools that boost productivity will be the ones to capture the next wave of growth."
— Daniel Kessler, Managing Director & Senior Partner, BCG · Global Wealth Report 2025
58%
of financial institutions directly attribute revenue growth to AI adoption — McKinsey, 2024
10%+
growth increase when teams of AI agents execute complex workflows — McKinsey, 2025
30%
productivity boost from data-driven client retention systems — BCG, 2025
Fred in action

How Fred represents your practice from the first interaction

Fred is configured in your firm's name and tone. When a prospective client reaches out — at any hour — Fred responds immediately, qualifies their situation, and books a consultation into your calendar.

Qualifies the prospect
Fred asks about investable assets, goals, current provider, and timeline — so you walk into every consultation fully briefed.
Books the consultation
Directly into your calendar with a prospect brief attached. No scheduling friction, no cold leads waiting days for a reply.
Finds new prospects
Fred identifies HNW individuals and business owners matching your ideal client profile and reaches out with personalised introductions.
Email & calendar integrated
Fred works with your existing setup. Follow-ups go out automatically, nothing falls through the cracks, your diary fills with qualified appointments.
F
Fred — Ashford Wealth Management
Client Development Agent
Available
Fred · Ashford Wealth
Good afternoon — thank you for reaching out to Ashford Wealth Management. I'm Fred, the firm's client development agent. I'd be happy to help you find the right adviser. What brings you to us today?
Try typing — Fred responds like a real wealth adviser's agent
How it works

From prospect to booked consultation — automatically

Fred handles the entire front-end pipeline. You focus on the advisory relationships that define your practice.

01
Prospect identified
Fred finds HNW individuals and business owners matching your ideal client profile and sends a personalised introduction from your practice.
02
Enquiry handled
Inbound enquiries are answered within seconds — in your tone, with intelligent qualifying questions about goals, assets, and timeline.
03
Meeting booked
Fred books the consultation directly into your calendar and sends a full prospect brief — so you walk in informed and prepared.
04
You close
The advisory relationship starts from a position of trust. Fred handled everything before this moment. You do what only you can do.
Get started

See Fred configured for your practice

Book a free demo and we will build a live version of Fred around your firm — your name, your tone, your target clients. No commitment required.

Email us directly
Or reach us at hello@aifredo.chat  ·  aifredo.chat
What's included in the demo
✦
Fred configured with your firm name, tone, and services
✦
Live prospect qualification demo tailored to your client profile
✦
Pipeline and outreach workflow walkthrough
✦
Email and calendar integration overview
✦
No commitment — just 30 minutes to see what's possible