AI CRM and Automation for Financial Advisors and RIAs
Madifyx is the AI-powered CRM built for financial advisors, RIAs, and wealth managers. Automate every prospect follow-up, client touchpoint, and referral conversation that builds your practice and protects your AUM.
- Follow up with every new prospect before they decay on your pipeline
- Nurture referral relationships automatically so introductions actually convert
- Reactivate dormant clients before they move their AUM to a competitor
Built for independent advisors and RIAs. Administrative communication only. No investment advice. Ever.
Your Prospects Are Decaying.
Their Heirs Don't Know You.
Madifyx Fixes Both.
The Prospect Decay Curve
Madifyx responds here.
Every prospect. Every time.
Lost AUM Opportunity
Every prospect in your pipeline is somewhere on this curve right now.
Client referrals convert twice as quickly as marketing prospects — but only if someone follows up.
Source: Broadridge / Cerulli, 2025
The Five Life Moments That
Create Financial Advisory Clients
Life events don't wait for your next newsletter. They happen today. The advisor who's already in touch gets the call.
INHERITANCE
Over 1 in 5 Gen Z clients sought an advisor after a death or inheritance.
Bizplanr, 2025
Decision made within 30–90 days of event
Your cold prospect inherited $400K. They called an advisor they'd seen online last week.
Your prospect heard from you last month. You're already the call.
DIVORCE / MAJOR LIFE CHANGE
22% of millennials hired a financial advisor after marriage or divorce.
Bizplanr, 2025
6–18 months of financial reorganization
Six-month-old prospect is restructuring all finances. Your last email was 11 months ago.
Madifyx checked in at month 3, 6, and 9. You're their first call.
JOB CHANGE / 401K ROLLOVER
Rollover moment is the most common new advisor trigger in the $100K–$500K AUM range.
90-day window after employment change
$280K 401K sitting undecided. Prospect called a competitor's radio ad.
You've stayed visible for 8 months. The rollover call goes to you.
APPROACHING RETIREMENT
96% of advisors target pre-retirees as their highest-priority prospect.
Natixis, 2024
Multi-year window of peak financial planning need
Two-year-old seminar attendee is now 58 and ready to plan. They forgot your name.
Consistent nurture over 2 years. They called you at exactly 58.
BUSINESS SALE / LIQUIDITY
Highest-AUM opportunity. Rarest timing. Narrowest window.
6–12 months pre and post transaction
Business owner sold for $2M. Their M&A attorney referred someone else.
You've been in their inbox for 18 months. Their attorney already knows your name.
The $84 Trillion Problem
Inside Your Practice Right Now
Your clients are building wealth. Their heirs are building opinions. Most of those opinions don't include your name.
Source: Cerulli Associates, 2025
75%
of clients say their children have never met their advisor.
2%
of beneficiaries retain their parents' advisor after wealth transfer.
92%
of advisors say relationship building is the most important factor in retaining inherited assets.
43%
of advisors say retaining assets from client heirs is their biggest long-term concern.
The solution isn't a better investment pitch.
It's consistent communication that makes your clients feel so well-served they introduce you to their families.
Madifyx keeps every client relationship active and touchpoint-consistent — so the relationship transfers even if the wealth hasn't yet.
What Madifyx Does Across
Every Client Relationship Stage
Administrative automation only. Zero investment advice. Complete relationship continuity.
PROSPECTS IN YOUR PIPELINE
Instant Inquiry Response
Every new lead gets a response within 60 seconds — 24/7.
Discovery Call Scheduling
Interested prospects book directly onto your calendar.
Long-Cycle Nurture Sequences
30-60-90 day follow-ups for prospects who need longer to decide.
Seminar & Webinar Follow-Up
Every attendee gets a post-event follow-up sequence automatically.
ACTIVE CLIENTS
Annual Review Reminders
Every client gets a proactive outreach before their review window opens.
Quarterly Check-Ins
Automated, personal-feeling messages that keep you visible between formal reviews.
Two-Way SMS
Clients reach your number. Madifyx handles scheduling and admin questions instantly.
Review Requests
After every positive interaction, a compliant review ask is sent automatically.
LONG-TERM RETENTION & REFERRALS
Referral Ask Sequences
Every satisfied client receives an automated referral request at exactly the right moment.
Next-Generation Outreach
Clients with adult children receive gentle prompts to introduce you to their families.
Lapsed Prospect Reactivation
Cold prospects from 6–18 months ago receive re-engagement sequences.
Life Event Touch Points
Birthday, anniversary, and milestone messages — all automated, all relationship-building.
The Referral Engine
Most Advisors Never Build
53% of new clients come from referrals. Most advisors ask once, awkwardly, years apart. Here's what systematic asking actually produces.
Referrals compound like assets. Every client who refers creates a client who can refer. Madifyx makes the ask automatic.
Most advisors rely on referrals but never systematically ask. Madifyx asks every client, every quarter, automatically — in a compliant, relationship-first way.
Built for Every Financial
Advisory Practice Model
You manage the relationships. You can't also manage the follow-up manually.
When you're in three client meetings a day, Madifyx handles every prospect touch, client check-in, and referral ask between them.
Multiple advisors. Multiple client books. One communication standard.
Madifyx ensures every client across every advisor receives consistent, proactive outreach — regardless of which advisor owns the relationship.
Independence within structure. Client relationships that follow you anywhere.
Madifyx handles the relationship layer — the touches, the follow-ups, the referral asks — that compliance-approved tools weren't designed to manage.
Live in 48 Hours — Built Around
Compliance and Client Trust
Every message reviewed. Every communication administrative. Zero investment advice. Ever.
20-Minute Setup Call
Tell us: your practice model, client communication preferences, how you currently nurture prospects, and what your annual review cadence looks like.
We Build Compliance-Aware Sequences
Every message written as administrative communication only — appointment reminders, check-ins, referral asks, scheduling. No investment advice. No market content.
You Review and Approve Everything
Every message sequence reviewed and approved by you before it reaches any prospect or client. Nothing sends without your sign-off.
Relationships Build Automatically
Your pipeline is nurtured. Your clients feel seen. Your referral asks go out. Your reviews grow. You focus on the advice. Madifyx handles the relationship ops.
Your Prospects Are Waiting.
Your Clients Are Aging.
Your Referrals Aren't Being Asked.
Madifyx handles every administrative relationship touch your practice needs — while you focus on the work that requires your fiduciary judgment.
Built for financial advisors who want to grow their practice without compromising their clients or their compliance.