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:
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.
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.
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.
Start getting consistent meetings in weeks, not months.
- Agencies that don't understand your business.
- Attending time-consuming networking events.
- Passively waiting for referral leads.
- Cold calling/email or manual LinkedIn outreach.
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.
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.
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.
We make relationship-selling scalable 📈
Prospect while you sleep, wake up to meetings in your calendar.
- 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.
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.
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.
FAQs
Yes! Ways to partner with CoPilot AI include affiliate & marketing partnerships, whitelabel & value added reselling, as well as integrations & technology licensing.
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.
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.
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.
