Montoya Capital
Strong increase
Consultation Rate
Near-instant
Response Time
Always on
After-Hours Capture
Steady growth
New Clients
The Challenge
Montoya Capital was losing prospective clients to competitors who responded faster. In wealth management, a delayed follow-up often means a lost deal. Their team was manually fielding inquiries during business hours only, and prospects who reached out in the evening or on weekends never heard back until Monday. They had no digital acquisition strategy beyond referrals.
Our Solution
Built an AI-powered response system that engages prospects within minutes of any inquiry — web form, email, or chat — and nurtures them with personalized follow-up sequences until they book a consultation. Redesigned their website with trust-building content, clear service breakdowns, and an AI chat agent trained on their services and fee structures. Automated meeting scheduling, reminders, and post-consultation follow-ups.
The Results
Consultation bookings jumped significantly in the first quarter. The AI response system captures every after-hours inquiry, adding new qualified prospects each month that were previously lost. The firm signed multiple new clients in Q1 representing meaningful new assets under management, with zero additional marketing spend.
Consultation Rate
Strong increaseBefore
Low conversion from inquiries
After
Significant jump in bookings
Response Time
Near-instantBefore
Next business day at best
After
Under 3 minutes, any time
After-Hours Capture
Always onBefore
Zero — prospects went to competitors
After
Every inquiry engaged automatically
New Clients
Steady growthBefore
Referrals only, unpredictable
After
Consistent digital pipeline
“In wealth management, slow follow-up kills deals. Accelerate built an AI response system that engages prospects within minutes and nurtures them until they book. Our consultation rate jumped significantly in the first quarter.”
Mike Montoya
Managing Partner, Montoya Capital