Solution

Making it Simple for RIAs to Build and Protect Family Legacies.

Bizware AI automates client follow-ups and maintain compliance across all household relationships. This freedom allows you to focus on what's most impactful, building legacies.

You're busy. You have a

lot on your plate

You're juggling a lot.

Who has time for complex software and costly marketing?

That's why we created Bizware AI, it's kind of like having a 50 person sales, marketing and response team. A team that works 24 hours a day 365 days a year. It is a simple to use tool for RIAs that helps them to reduce costs & increase their AUM.

How We Do It

STEP 1

Capture

Stop losing out on generational opportunities because you aren't capturing all of your leads. Now that people know about you, let's capture those leads so we can convert them to clients.


STEP 2

Nurture

Easily reach clients wherever they are: social media, email, text, voicemail, chat. Follow up with new opportunities in under 5 minutes with automatic messaging. Engage your new families with nurture campaigns so you always stay top of mind.

STEP 3

Close

Get the power to close more deals. Gain full visibility into your sales pipeline and ensure no opportunity slips through the cracks. With Bizware AI, you’ll know exactly where each prospective client is in the decision-making process, allowing you to focus on those ready to commit.

Scale your firm!

We make it easy for you to grow your practice.

Let's hop on a call! We will help you identify the trouble areas and growth opportunities in your business. Let's strategize and get you to where you need to be.


This is a 100% free, no-pressure call! We will provide you with our best advice whether you choose to work with us or not.


Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone



  • Chat with your clients & leads right from the app

Never miss another opportunity again

See what our clients have to say

Bizware AI has doubled my sales!

Bizware is like having a marketing team in your pocket. From lead management to automated texts and emails, it simplifies everything for my small business. The price is super reasonable for all the features you get. It's a great investment for any small business looking to scale.

N. Cook

Bizware AI has doubled my sales!

As a small business owner, Bizware is a solid solution for managing my marketing and customer interactions. The SMS and email automations have improved my customer retention dramatically

K. Kawa

Bizware AI has doubled my sales!

As a small business owner, BizwareAI has been a lifesaver. I can manage customer relationships, automate follow-ups, and even run marketing campaigns without needing multiple tools. It's helped me save time and focus more on growing my business instead of juggling different software.

K. Payne

Bizware AI has doubled my sales!

Solutions

Streamline Sales

Generate More Leads

Build Your Brand

Impress Existing Customers

AutomButtonate Tasks

Features

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