SOLUTION

Losing prospects during onboarding?
Low engagement dragging your conversion rates down?
Traditional onboarding is broken — generic forms, rigid flows, and zero personalization are driving leads away.

YIELDY transforms client acquisition for wealth managers by blending generative AI with behavioral finance to deliver seamless, personalized experiences that captivate, convert, and retain.

With our plug-and-play SaaS solution, you can:


  • Spark engagement with interactive, non-financial prompts powered by AI
  • Build richer client profiles in real time with dynamic, AI insights
  • Deliver hyper-personalized financial recommendations
  • Streamline onboarding with secure KYC integration and instant product suggestions

THE RESULT ?

  • Up to 5× higher conversion rates
  • Drastically reduced drop-off
  • A gamified and more human user experience leading to higher retention

Discover how YIELDY can help you attract, convert, and serve today's digital-first clients — securely and compliantly.

img

ATTRACT

Engage and retain the attention of both prospects and clients

Leverage dynamic AI to instantly engage prospects and create lasting interest with non-financial questions based on behavioral finance theories

img

PROFILE

Uncover deep client insights with precision

Build rich, AI powered and data-driven profiles to fuel high-impact financial advice.

img

SERVE

Present customized investment solutions aligned with individual goals

Deliver tailored investment strategies based on proprietary financial engineering models that align perfectly with each client's goals