Take your financial advisory practice to the next level with intelligent automation designed just for you.
Enhance your client relationships and optimize your workflow with SLvia's AI-driven solutions.
SLvia empowers financial advisors with AI to streamline their practice by securely managing and analyzing client notes. Our platform also crafts personalized, compliance-ready content aligned with your brand and tone, ensuring efficiency and regulatory confidence.
Industry-Specific Solutions
We’ve developed bots tailored to the unique needs of financial advisors, so you can focus on what matters most—your clients.
Personalized Content Creation
Let our AI craft content that reflects your brand's voice, helping you maintain consistency and strengthen client relationships.
Compliance Made Simple
With FINRA’s rules and regulations integrated into our platform, your content is compliance-ready from the start.
Privacy and Security
Your client data is your most valuable asset. SLvia ensures that all information is handled in a secure, private environment.
Time-Saving Automation
Automate the tedious task of note-taking, content creation, and analysis, allowing you to dedicate more time to client engagement and strategic planning.
Set Up Your Profile
We’ve developed bots tailored to the unique needs of financial advisors, so you can focus on what matters most—your clients.
Automate
Our bots for financial advisors organize client notes, generate personalized content, and provide actionable insights—all with built-in FINRA compliance.
Optimize
Continuously refine your advisory services with data-driven insights and a streamlined workflow
Enhanced Client Insights
Get a deeper understanding of your clients with AI-driven analysis of notes and interactions.
Consistent Brand Voice
Ensure all your communications are on-brand with AI-generated personalized content.
Efficient Workflow
Automate routine tasks and spend more time delivering value to your clients.
Compliance Confidence
Create content with the assurance that it aligns with FINRA’s regulations, streamlining the approval process.
With SLvia by SocialLead, we’re committed to helping financial advisors work smarter, not harder. We’re continuously developing new bots and features to further enhance your productivity and client service. Stay ahead of the curve with SLvia as your trusted partner in innovation.
Experience the power of SLvia with no commitment and see how our AI solutions can elevate your client service right away.
Start your risk-free 7-day journey today, no card required!
Monthly
/month
7-day Free Trial
50,000 Monthly Tokens
SOC2 Type 2 Security
1 User Profile
Pre-built Bots for the
Financial Industry
Annual
Popular
/year
Save 16% with Annual Billing
7-day Free Trial
50,000 Monthly Tokens
SOC2 Type 2 Security
1 User Profile
Pre-built Bots for the
Financial Industry
Enterprise
250,000 Monthly Tokens
SOC2 Type 2 Security
Multiple User Profiles
Pre-built Bots for the
Financial Industry
Tailored Bots Customized
to Your Needs
