This tool gives you the absolute best fighting chance to build meaningful relationships with clients and prospects. Levitate is the perfect tool for our industry."
Trevor Chambers, Olde Raleigh Financial Group
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.
and repeat business by keeping in touch with clients and prospects
and dates about every contact. Never forget a birthday again!
with tried-and-tested financial industry email templates
with personalized emails
in the email and calendar apps you already use
1
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
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
Sayonara, spam folders. Unlike emails sent with mass blast providers, Levitate emails are received as personal, one-to-one messages in recipient inboxes.
Say goodbye to overpaying for outsourced content — white-glove support comes standard.
Our dedicated marketing coaches craft strategies tailored to your business.
Use tried-and-tested financial advisory templates to schedule emails months in advance.
We monitor current events that may impact your customers, so you can focus on growing your business.
Short on time? Your coach will send recommended emails for you to approve—or edit—with the click of a button.
Our email integrations allow you to see everything you know about a client, before you even start writing an email.
Work smarter with the platforms you use every day.
