Transform Your Financial Advisory Practice Into An Empire.
Promee AI is the first-of-it's-kind AI platform built for financial advisors,
designed to help you with everything you need to scale your success,
develop your skills, and outmarket even the biggest financial firms.
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What is Promee AI?
Promee.ai is a revolutionary tool for financial advisors that harnesses the power of large LLMs (OpenAI/Anthropic) to create unbeatable marketing, provide insightful guidance, and get things done, fast.
The possibilities are beyond your imagination
Deep Knowledge
Powered by Prometheus Cinder, Promee.ai uses custom knowledge bases and tables to transform broad, generic information into hyper relevant content.
Evolved Learning
Promee learns from you in every single interaction using a customized and highly trained "GPT-like" style that adapts to your needs quickly, and doesn't forget.
Reliable Outputs
Promee was built by financial advisors in the United States using a culmination of over 100 years of industry experience to ensure quality outputs every time.
Get Exactly What You Need When You Need It The Most.
Marketing
You can spend countless hours and dollars trying to make your marketing work, or you can have Promee do it for you in a few clicks using the drop-down selectors so you don't have to mess around with prompts.
Strategy
Start making your plans with confidence and clarity using Promee's intuitive strategic training, built into every EMBR model so you never have to make sure if it all ties together, it does.
Guidance
Don't wait for someone to come teach you what the right, or best answer is for your financial advisory clients — activate Promee's infinite knowledge about financial services and get it done right now.
Learning
Want to know why something happened the way it did on your modeling software or need to understand something on a statement? Enlisting Promee as your guide provides understanding when it matters, not after.
EMBRs
Request Early Access to Get 30-Days Free
Craft Unrivaled Content Meant Just For Your Dream Clients
Promee's secret sauce is the application of ultra fine-tuned client avatars to every single output you create. Each avatar has over 30 hours of research conducted on it and over 200 data points are used to bring it to life and make it actionable for your use immediately.
Create Your Personalized Email and Embark on the Journey
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Email EMBR
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Subject: Follow-Up: Product Demonstration Meeting
Dear [Client's Name],
I hope this email finds you well. I wanted to take a moment to express my gratitude for the opportunity to meet with you earlier today and discuss the potential benefits and features of our product.
During our meeting, we covered various aspects of our product, including its technical capabilities, user experience, and how it can streamline your current processes.
As a next step, I would be happy to provide a more detailed proposal that aligns with your requirements. This proposal would include a tailored implementation plan, pricing options, and a timeline that ensures a smooth transition. we can achieve great results.
Best regards,
[Your Full Name]
Dear [Client's Name],
I hope this email finds you well. I wanted to take a moment to express my gratitude for the opportunity to meet with you earlier today and discuss the potential benefits and features of our product.
During our meeting, we covered various aspects of our product, including its technical capabilities, user experience, and how it can streamline your current processes.
As a next step, I would be happy to provide a more detailed proposal that aligns with your requirements. This proposal would include a tailored implementation plan, pricing options, and a timeline that ensures a smooth transition. we can achieve great results.
Best regards,
[Your Full Name]
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Get Ahead Faster Than Everyone Else With The World's Only Advisor Focused Model, Prometheus Cinder.
EMBR Models
Promee's Evolving Machine-Based Reasoning models are built to cut out the learning curve, enabling you to work with AI like a pro, instantly.
Compliance AI
Promee builds in compliance considerations for the financial services industry so you won't have your content locked up for weeks or denied by home offices.
FINRA/SEC Aware
Promee stays up to date with FINRA and SEC regulations for client communications to keep your messages on point, and in alignment with the rules governing your licenses.
Real Time Data
Promee never sleeps. Connected to real-time market data from numerous sources, you can feel confident everything you send out is correct, accurate, and requires minimal effort to optimize.
Get To The Front Of The Line, and 30-Days Unlimited Access.
Request Early Access To Be The First To Use Promee.Ai
Whether you're just getting started or looking for ways to scale, Promee.Ai is designed to be everything you need and nothing you don't with custom trained EMBRs.
Emails
Promee's original mission was to serve as a ghost writer for financial advisors, mimicking their exact writing style and tone so assistants could reply to clients with the advisor's guidance in their own voice. This is our signature EMBR, creating magic from super focused responses to 15-step email sequences.
Blogs
Promee helps you write blogs that don't suck and people actually want to read by activating special powers to 'Build A Bigger Skyscraper', a marketing technique that remixes top blogs into your own voice without plagiarism.
Webinars
Your webinar is likely the most valuable item in your marketing arsenal, Promee helps you build it completely, fine-tune your framework, optimize slides, and maximize conversions at the end using renowned webinar and presentation styles.
Strategies
If you're stuck on something, don't have time to figure it out, or just need some guidance — Promee has got you covered providing guidance based on the things you need to understand so you aren't buried in a 80-page business plan.
Copywriting
Promee is trained to be a clone of the world's best copywriters like Russell Brunson, Jim Edwards, David Oglivy, and Claude Hopkins to help you nail your messaging every single time.
Learning
Promee is a Certified Financial Planner, Certified Financial Analyst, Certified Public Accountant, and Business Attorney so you can ensure the insights you gain from it are ultra-high quality and actionable for your 'recommendations' to clients.
Prospecting
Never run out of ideas again with Promee's next level prospecting abilities, helping you identify events in your area, get the run down, and provide optimal strategies to maximize your efforts prospecting for new financial advisor clients.
Objections
Promee doesn't like client objections anymore than you do, except it has a knowledge base of over 5,000 objections and the most likely responses to sway the opinion of financial advisory clients, all delivered in real time when you need it the most.
Portfolios
Instantly reverse engineer competitor portfolios to find the missing pieces you need to win the deal, exploring everything from Alpha and Beta to Return on Equity to maximize your Modern Portfolio Theory (MPT) asset allocations.
Markets
Tied into real-time data feeds via Y Charts, Promee knows what's going on and can help you understand how to communicate with your clients to maximize your value.
Plus More
Promee is just getting started. As user adoption increases we've already made the plans to scale up and become the sole AI platform and resource for financial advisors across the globe.
A lot is happening,
We are blogging about it.
June 14, 2024
Top 10 Most Impactful Use Cases for Financial Advisors Using Generative AI
September 11, 2024
Financial Advisor Marketing: How AI Will Equalize the Playing Field
September 11, 2024
The Future of Financial Services with AI: Empowering Advisors with Instant Feedback and Optimal Strategies
September 11, 2024
