Montoya Capital
+40%
Consultation Rate
-95%
Prospect Response Time
New
After-Hours Inquiries
+150%
New Clients (Q1)
The Challenge
Montoya Capital was losing prospective clients to competitors who responded faster. In wealth management, a delayed follow-up often means a lost deal. Their team was manually fielding inquiries during business hours only, and prospects who reached out in the evening or on weekends never heard back until Monday. They had no digital acquisition strategy beyond referrals.
Our Solution
Built an AI-powered response system that engages prospects within minutes of any inquiry — web form, email, or chat — and nurtures them with personalized follow-up sequences until they book a consultation. Redesigned their website with trust-building content, clear service breakdowns, and an AI chat agent trained on their services and fee structures. Automated meeting scheduling, reminders, and post-consultation follow-ups.
The Results
Consultation bookings jumped 40% in the first quarter. The AI response system captures every after-hours inquiry, adding 14 new qualified prospects per month that were previously lost. The firm signed 6 new clients in Q1 representing significant new assets under management, with zero additional marketing spend.
Consultation Rate
Before
Baseline
After
+40%
Prospect Response Time
Before
Next business day
After
Under 3 min
After-Hours Inquiries
Before
0 captured
After
14/month
New Clients (Q1)
Before
4 (referral only)
After
10 total
“In wealth management, slow follow-up kills deals. Accelerate built an AI response system that engages prospects within minutes and nurtures them until they book. Our consultation rate jumped 40% the first quarter.”
Carlos Montoya
Managing Partner, Montoya Capital