Meet fidUlink AI
An all-in-one communication super suite for fiduciary firms
Providing seamless prospect, client and COI communication AI powered super suite that is pre-built with 100+ hours of automations and messaging.
Turnkey and ready for you to use after our teams tailor the system to your firm and firm's brand.
Trusted by Industry Leaders (TBD)
Who We Are
Meet fidUlink AI
FidUlink AI isn’t just a CRM or just a marketing tool. It brings together marketing, conversations, scheduling, follow-up, automation, and AI assistance into one system while intentionally leaving client service and advice delivery in your financial-planning CRM.
Most fiduciary firms didn’t set out to build a complicated tech stack, it happened one reasonable decision at a time.
We help solo CFPs and growth-focused RIAs ($50–500M AUM) add $1–6M in new assets under management and capture prospects automatically with compliant funnels launched in days without hiring another assistant or managing five different software systems, thanks to our Done-For-You AI Employee and all-in-one communication platform.
How We Help
fidUlink AI replaces many point solutions funnels, scheduling, SMS, calling, chat, automation with one integrated system, one onboarding experience, and one support relationship.
At the same time, it deliberately complements your existing financial planning CRM instead of competing with it.
Replaces Multiple Point Solutions With One Integrated System
Built Specifically For Fiduciary Firms And CFP® Professionals
Designed To Work With Wealthbox Or Redtail Not Compete With Them
Tax Strategies
15+
Registered Investment Advisors
Helped
20+
Combined Years
of Experience
16
Different Marketing
Programs to attract Ideal Clients
Reviews
Testimonials from our satisfied clients.
Mike Babcock, CFP®
Jake knows a ton about marketing and has a great process that not only gave me a big picture marketing plan, but also helped me figure out how to stop avoiding it and implement it in my schedule.
Sheri Conklin, CFP®
"I was going around in circles and not knowing what direction to go into, what to start with, and what to work on.
You have broken the process down and you are leading me through what needs to be done in all of the steps in the process.
I don't know why I've struggled so much because you're making this seem very simple and easy. And I'm absolutely enjoying the process, I love working with you, and I love the ideas that we've come up with. So, I am extremely happy and can't wait to see what we end up with on the final product."
David C. Bowman, CFP®
"Digital Marketing for Financial Planners are the digital-presence gurus. They deeply understand the paths potential clients take on their journey toward connecting with you directly.
More importantly, they're fluent in the ways you can put your best message forward with those potential clients every step of the way. For advisors who understand the importance of owning their digital footprint and know they can’t manage it alone, this is the go-to team."
Want to work with us?
Let’s create a personalized communication super suite that puts your goals within reach and gives your team peace and support starting today.
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In the News & What People Are Saying
News and comments from the Financial Services Community
News and comments from the Financial Services Community
Discover why wealth management professionals and industry leaders trust fidUlink AI—featured mentions and real LinkedIn feedback below.