Heather McMillan's Contact Details

Heather McMillan's Company Details

Fortuna.ai

Toronto, ON, US • 20 - 49 Employees
SaaS

Fortuna is an AI-powered AUM growth platform helping financial services firms scale leveraging video, automation and digital transformation to get new clients and ultimately boost assets under management. AUM Growth Platform is a brand new category, most financial advisory businesses today rely on word of mouth referrals, cold calling, or hosting expensive seminars to acquire new clients. We've figured out a way to amplify your word of mouth client acquisition attracting new + retaining existing clients - leveraging the power of digital. Our mission is to turn your current customers and connections into your biggest advocates - a true sales army.We are extremely confident we can help you grow your financial services business. Talk to us today to give us an opportunity to show you how over 400+ advisors have used us successfully - let's brainstorm!