We Help Financial Advisors Get

More Leads and Clients on Autopilot

Automate Your Lead Generation, Follow-up, & Client Acquisition Today

Atamni Has everything Your Practice Needs To Succeed

1. Generate Leads & Automatically Followup

Many times sales leads fall through the cracks when the day gets hectic. Automate your lead followup & schedule SMS messages to send out periodically to interested prospects.

2. Book Automated Appointments on Your Calendar

Never miss a scheduled phone call or meeting again. You and your clients receive multiple SMS/Email reminders so that everyone shows up on time.

3. Manage Your Online Presence

In One Place

Manage all of your marketing and social profiles with our unified platform. You can control everything with one login without the need for an external company.

Capture New Leads

Atamni is a Full-Suite Platform for advisors. Whether you're running Facebook Or Google/YouTube ads, or using a 3rd party lead generator, we help you generate & convert more leads into customers.

MANAGE FULL WEBSITES, FUNNELS & LANDING PAGES

Our intuitive platform allows you to create full-featured high converting landing pages & funnels, or we can integrate with your existing website.

TRACK EVERY SALE DIRECTLY FROM ITS SOURCE

Built in ability to capture leads through surveys and lead capture forms. You'll know exactly where each lead and customer came from.

ONLINE APPOINTMENT SCHEDULING

We've built our own calendar application within Atamni, so you can capture all sales and company appointments in one place with automated reminders and follow-up

Never Lose Another Lead Again

Automatically Nurture Leads Into Customers.

EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS

Our multi-channel follow up campaigns allow you to automate engaging follow-ups and capture all responses from your leads, across all channels.

CREATE MULTI-CHANNEL CAMPAIGNS

Atamni allows you to connect with your leads through Phone, Voicemail Drops, SMS/MMS, Emails, GMB Messages, and even Facebook Messenger.

TWO-WAY COMMUNICATION ON ANY DEVICE

Our full featured mobile app allows you to communicate with your leads on all your devices.

Fully Automated Booking

Automatically book leads and prospects on your calendar without lifting a finger.

AUTOMATED NURTURE CONVERSATIONS

Create text conversations and even booked appointments on calendars WITHOUT any human interaction if you so choose.

FULL CUSTOMIZATION OF MESSAGING

Use our campaign builder to customize the messaging.

ARTIFICIAL INTELLIGENCE BUILT IN

Atamni allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.

Close and Keep More Clients By Doing Less

You're spending countless hours EVERY WEEK doing things that can be automated and done better than you.

MANAGE YOUR SALES PIPELINE

Get a bird's-eye view of your entire sales pipeline and what stage each prospect is in.

KEEP IN CONTACT WITH LEADS AND CURRENT CLIENTS

Bulk actions eliminate the most tedious aspects of nurturing clients by allowing you to communicate with multiple clients/prospects with the click of a button.

ALL THE ANALYTICS & REPORTS IN ONE PLACE

Know exactly where your leads are coming from and where people are finding you. We track everything (Google, website, social media, etc.) all in one place.

Claim Your 14 day FREE TRIAL Today

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