Capture and convert every prospect across every channel
Your AI front office handles calls, texts, emails, and LinkedIn—qualifying prospects, booking discovery meetings, and nurturing leads until they are ready to invest.
Every channel. Every prospect. More clients.
Every channel covered
Calls, texts, emails, web forms, and LinkedIn messages—all handled instantly. Capture leads wherever prospects find you.
Qualify and book instantly
AI captures assets, timeline, goals, and risk tolerance—then books discovery meetings directly into your calendar.
Nurture until they convert
Automated follow-ups with market insights and educational content keep prospects engaged until they are ready to commit.
Build trust from first contact
Every inquiry gets an instant, professional response with your credentials and what documents to prepare.
See how Breezy handles advisory leads
"I'm a VP at a tech company and I'm thinking about retiring in 5 years. I have about $2M in investments and need guidance."
AI responds on LinkedIn, captures assets, timeline, and goals, then books a priority discovery meeting for later this week.
"My friend Sarah recommended you. I just sold my business and need help figuring out what to do with the proceeds."
AI responds to the email, notes the referral, captures liquidity event details, and schedules a consultation.
"I saw your website and like your fee-only approach. Do you work with clients who have around $500K to invest?"
AI texts back instantly, confirms your minimums, qualifies the prospect, and books a discovery call.
The math is simple
Breezy costs less than 1% of one client's annual fees. Convert one extra prospect and it pays for itself—every year.
Works with your existing tools
Breezy connects with the software financial advisors already use. We handle the setup and customization for you.
One platform, built for growth
AI receptionist, CRM, and automation — everything to run your front office.
Convert leads from any channel, 24/7.
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Website Chat
AI chat widget embeddable on any website
Multi-Channel AI
AI responds on WhatsApp, Facebook, Instagram, Email & more
Lead Forms
Capture and qualify leads from your website
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
Work with your AI anywhere
