Levitate Powers Relationships

Mass blast email marketing won't cut it anymore. We combine AI-powered software with dedicated marketing coaches to help financial advisors focus on what you do best: build relationships.

Drive referrals

and repeat business by keeping in touch with clients and prospects

Remember key facts

and dates about every contact. Never forget a birthday again!

Save time and money

with tried-and-tested financial industry email templates

Nurture prospects

with personalized emails

Work smarter

in the email and calendar apps you already use

Keeping in touch, made easy.

1

Your contacts like you've never seen them.

We’ll help you import from just about anywhere. Quickly and easily add key facts and dates you want to remember, then create simple tags to categorize your network.

2

Simple, easy-to-use reminders.

We’ll remind you to check in with prospects, send market updates to current clients, or reach out for referrals on a cadence you create. Our AI-powered software will keep you honest.

3

Emails look personal, because they are.

Sayonara, spam folders. Unlike emails sent with mass blast providers, Levitate emails are received as personal, one-to-one messages in recipient inboxes.

Content when it counts

Say goodbye to overpaying for outsourced content — white-glove support comes standard.

Your secret weapon

Our dedicated marketing coaches craft strategies tailored to your business.

Keep-in-touch calendar

Use tried-and-tested financial advisory templates to schedule emails months in advance.

Timely content

We monitor current events that may impact your customers, so you can focus on growing your business.

Review & approve

Short on time? Your coach will send recommended emails for you to approve—or edit—with the click of a button.

“The Cheat Sheet”

Our email integrations allow you to see everything you know about a client, before you even start writing an email.

We make connecting easy

Work smarter with the platforms you use every day.

Let's get started.

Or give us a call at 888-253-7050

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