Know who visited, and follow up
Convert is WealthReach's visitor intelligence software for financial advisors. It can help identify some of the people who visit your website and leave without contacting you, show what they researched, and prepare follow-up for you to review and send. $250 a month, as an add-on or on its own.
Most visitors leave without a word.
You invest in SEO, content, referrals, and advertising to bring prospects to your website. Most of them never fill out a form or book a call. Traditionally, when someone reads several of your pages and then leaves, that opportunity disappears.
Convert gives you a second chance with some of them. It moves you from “someone visited the website” to “this may be a prospect, here is what they appeared interested in, and here is a possible way to follow up.”
From anonymous traffic to a short list worth your time
Who may be visiting
For a portion of otherwise anonymous traffic, Convert can surface information such as a name, email address, and LinkedIn profile.
What they were researching
See the search terms and the pages each visitor viewed, so you know whether they read your fee page or a single blog post.
Who is worth a call
Convert helps prioritize higher-intent visitors, such as someone who returns, reads several service pages, and visits the scheduling page.
A draft to follow up
Convert can prepare personalized follow-up by email or LinkedIn. You review it, edit it, and decide whether it goes out.
You stay in control
Convert prepares the work. The advisor decides what to do with it.
- 01
Connect
Convert's tracking is installed on your website. It works on an existing site where the tracking can be installed, and it can be added to a LivingSite.
- 02
See
Identified visitors appear in a dashboard with their activity, apparent interests, and signals of intent.
- 03
Prioritize
Focus on the visitors whose behavior suggests real interest instead of treating every visit the same.
- 04
Follow up
Review the suggested outreach and choose what to send. Nothing is sent without you.
A lead to verify, not a verdict
- Convert can identify a portion of your traffic, not every visitor.
- Identity matches are inferred, and an inference can be wrong. Treat a name as a lead to verify, not a confirmed fact.
- A website visit is not a request to be contacted. Review each visitor before you reach out, and follow your firm's compliance policies and the email and privacy rules that apply to you.
- Pages viewed show interest, not need. Convert shows what a visitor looked at. It does not tell you what they want.
$250 a month, added to any plan
Add Convert to CReD Pro, CReD Clone, LivingSite Pro, or LivingSite Clone. It also works on its own on an existing website where its tracking can be installed.
Before you ask
What is Convert?
Convert is WealthReach's visitor intelligence software for financial advisors. It can help identify some of the otherwise anonymous people who visit your website, show what they researched, flag higher-intent visitors, and prepare follow-up for you to review.
What does Convert cost?
$250 a month. You can add it to CReD Pro, CReD Clone, LivingSite Pro, or LivingSite Clone, or use it on its own.
Do I need a LivingSite or an SEO engagement to use Convert?
No. Convert does not require a LivingSite or a done-for-you engagement. It can be added to an existing website where its tracking can be installed.
Will Convert identify every visitor?
No. It can help identify a portion of your traffic, and the match is an inference that can be wrong. Many visitors will stay anonymous.
Who decides what gets sent?
You do. Convert prepares suggested follow-up by email or LinkedIn, and you remain in control of what is sent and to whom.
How does Convert fit with my firm's compliance program?
Convert prepares suggested follow-up, and you review it before anything goes out. Outreach to prospects is still your firm's communication, so it falls under your own supervision, approval, and recordkeeping policies. Ask your compliance team how follow-up should be reviewed and retained before you start using it.
Does my website's privacy policy need to change?
Possibly. Convert uses tracking technology to understand visitors, so your privacy policy and cookie notice should describe it accurately. Review the wording with your compliance team or counsel before you turn it on.
Where does the traffic come from?
Anywhere. Convert works on visits from SEO, AI search, referrals, social media, advertising, and other sources.
Every day you’re invisible, another advisor gets the call
Advisors only · Since 2010 · Senior-led work