We help financial advisors get meetings from LinkedIn FAST.

No enough time or staff to do business prospecting?

We've helped thousands of RIAs, wealth planners, and financial advisors start getting meetings consistently with qualified client leads on LinkedIn in weeks, not months.

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Rated by 150+ clients on Capterra and other independent review sites.

We power 1,000s of high value connections daily.

Our powerful software plugs into LinkedIn to help you book meetings with the right people in less than 1 week.

Works best for:

RIA Principal

Insurance Consultant

Financial Advisor

Wealth Planner

How we can help grow your book:

Step 1. Target the right people

Start on your best bets, not your long shots.

Whether you're targeting high-net-worth clients or growing your referral network, we leverage deep industry knowledge & data from 1000s of past campaigns to connect you with the most qualified opportunities first.

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Step 2. Bulletproof your messaging

Make messaging personal, not spammy.

Never get stuck on what to say again.

CoPilot AI can help you draft the perfect response in mere seconds, automatically grabbing the right details from the conversation & your prospect's LinkedIn profile.

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Step 3. Automate the grunt work

Prospecting while you sleep.

Consistent follow-ups, without the time drain.

Set up message sequences for check-ins, follow-ups, and meeting reminders in advance. CoPilot AI works 24/7 so you can wake up to meetings in your calendar.

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Start getting consistent meetings in weeks, not months.

If you're looking for something better than:
  • Agencies that don't understand your business.
  • Attending time-consuming networking events.
  • Passively waiting for referral leads.
  • Cold calling/email or manual LinkedIn outreach.
Schedule a private consultation to see if CoPilot AI is a fit for your specific business goals.
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Start with confidence

Hit the ground running with expert support, on demand.

We start new users 1-on-1 training calls with our LlinkedIn experts to get everything set up right, step-by-step. Once your campaign is live, our dedicated support team is here to ensure your success.

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Teamwork made easy

Helping sales teams do more selling and less admin.

  • Prevent duplicate outreach between team members.
  • Manage permission settings across your organization.
  • Rank performance & share winning campaign templates.
  • Edit team members' LinkedIn profiles without sharing LinkedIn logins.
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Graphic showing how team-management works as a CoPilot AI feature.
Not all wins are equal
Graphic showing how analytics work as a CoPilot AI feature.

Win more, sweat less.

Unlike competitors that try to hack LinkedIn's weekly limits to send more volume, we avoid tactics that put our users' LinkedIn profiles at risk. Our AI-powered toolset learns nonstop to win you more gems, not more pebbles.

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We make relationship-selling scalable ūüďą

Prospect while you sleep, wake up to meetings in your calendar.

On your personal 30-minute consultation of CoPilot AI, we'll go over:
  • How to target better client leads & grow your referral network.
  • How to generate effective replies for any conversation in a few clicks.
  • How to automate your LinkedIn lead generation campaigns.
  • How to get meetings booked & grow your AUM.
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Flexible integrations

Connect the tools you rely on.

It's your data. See it where you need to use it. CoPilot AI's powerful Zapier integration lets you connect the world's most advanced LinkedIn automation tool with your CRM, Slack, and all the essential tools in your sales stack.

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Resellers & affiliates

Partner with CoPilot AI

  • Whitelabel CoPilot AI with your logo & brand.
  • We handle all hosting & maintenance.
  • Resellers average >100% markup on licensing costs.
  • Get complete admin of all your users' profiles, campaigns, messaging, and metrics.
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FAQs

Does CoPilot AI offer licensing for resellers or tech partnerships?

Yes! Ways to partner with CoPilot AI include affiliate & marketing partnerships, whitelabel & value added reselling, as well as integrations & technology licensing.

How long does it take to see results?

After starting your first campaign, you can expect to get replies almost immediately, with most users typically seeing their first meetings booked within 14 days.

What is LinkedIn automation?

CoPilot AI is a AI-powered LinkedIn automation tool that allows B2B sales leaders to create automated, self-learning LinkedIn lead generation campaigns to grow their network, qualify prospects, and book meetings with their ideal buyers.

How is CoPilot AI different from other LinkedIn automation tools?

We're the only one with an actual AI-powered toolset. Some "competitors" license parts of our technology, and most LinkedIn automation tools use workarounds against LinkedIn's weekly limits to try and maximize send volume. Instead of these risky tactics, our solution is evolved around our core user segment's specific needs: relationship-based selling and consultative selling in high-ticket industries. Our advanced AI is made to help B2B sales leaders prioritize better targets, message more authentically, and scale their relationship selling pipeline.

Talk to us about getting you more meetings from LinkedIn.

Rated by 150+ clients on Capterra and other independent review sites.

"I'm putting more meetings on my calendar with people I don't normally have the time to seek out or follow up with."

Sam J., Managing Director, Financial Services
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