Kelly Morettin's Colleagues at Fortuna.ai
Kelly Morettin's Contact Details
844-266-7331
Toronto, Canada Area
Fortuna.ai
Kelly Morettin's Company Details
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!