Meeting Agent
Every meeting captured. Every follow-up handled.
Records, transcribes, and generates structured debriefs with action items — before the advisor's even left the room.
Agents purpose-built for financial services
Growth without limits. Service without compromise.
ZTRON unifies sales, marketing, and operations into one agentic platform — putting prospecting, client service, and admin on auto-pilot so advisors do what they do best.
The ZTRON Framework
Four pillars. One operating system for your firm.
Every firm hits the same three walls.
01 · The Prospecting Tax
Advisors at half capacity spend half their week hunting leads — not serving clients.
+$1M
recoverable / advisor
recoverable / advisor
02 · The Capacity Ceiling
Full advisors are capped at ~100 households. Past that, service breaks and clients leave.
$288K
left on the table / yr
left on the table / yr
03 · The Onboarding Swamp
Manual data entry, back-and-forth ticketing, weeks of delays.
80%
cost recoverable
cost recoverable
Acquire · Full-funnel · 01
Meet Jade. Your AI assistant that scales your book.
ZTRON targets the right prospects for your firm profile across every channel — then Jade handles the entire conversion: qualifying, scheduling, and onboarding. One continuous loop, no handoffs.
Voice + text on every channelEmail outreach & responseMultilingual, 24/7Compliance-monitoredCRM & calendar native
Jade
● Active across 4 channels
On a call with Rachel N.
Qualifying · LinkedIn campaign
LIVE
Texted James W. — offered 2 times
Awaiting reply · SMS
2m ago
Sent follow-up to Amelia T.
Draft approved · Email
11m ago
Launched ROLLOVER_IRA · 18 leads queued
Campaign · Email + Voice + LinkedIn
34m ago
47
Leads active
12
Booked
24/7
Always on
Campaigns
3 active
Pre-Retiree Retirement Planning
LIVE
in LinkedInf Facebook📧 Email
1.2K
Reached
84
Engaged
19
Booked
Business Owner Exit Planning
LIVE
in LinkedIn📸 Instagram💬 SMS
640
Reached
47
Engaged
11
Booked
Jade qualifies every response in real time
Voice · SMS · Email · Calendar
Acquire · Your entire GTM
Replace your agency, sales team, and disjointed tools.
ZTRON consolidates your entire go-to-market into one platform. We target the right prospects, generate the content, run the campaigns — then Jade converts every response automatically.
AI-generated content matched to your brand and ideal client profile
LinkedIn, Facebook, Instagram, email, voice, and SMS — one dashboard
No gap between campaign and close — the same platform runs both
Onboard · 02
Onboarding that used to take weeks now takes minutes.
Most firms dedicate up to 15% of their staff just to onboard new clients. ZTRON replaces it all — clients self-serve through a branded portal and every new relationship starts with a first-class experience.
Before ZTRON
6–12 weeks to fully onboard
15% of staff dedicated to data entry
$50K+ cost per advisor / year
6% CRM adoption among advisors
With ZTRON
Days to fully onboard
1–2 FTEs, max
80% cost reduction
100%visibility & compliance
Serve · 03
From 100 clients to 400. One advisor.
ZTRON unifies your CRM, calendar, email, meetings, and portfolio data into one agentic interface. Every workflow, every insight, every action — teed up and ready to go.
Email Agent
Inbox zero, without the work.
Reads every inbound email, pulls client context automatically, and drafts a response in your voice. Review, send, move on.
To r.nguyen@gmail.com
ReQ3 portfolio review & next steps
Q3_Allocation_Memo.pdf
Rachel — attaching the allocation memo from this morning. I have time Tuesday at 11am, Wednesday at 2pm, or Friday morning if you'd like to walk through it.
Agentic Task Manager
Work served up like playlists — just hit play.
Tasks organized into smart queues by category. Your advisors see only what needs attention right now. ZTRON executes the rest proactively.
Follow-upsProposalsReviewsOnboarding
▸Rachel N. — Quarterly review prepDUE TODAY
▸James W. — Risk tolerance updateTOMORROW
▸Amelia T. — Beneficiary docsTHIS WEEK
Insights & Coaching
Every call scored. Every opportunity surfaced.
AI-powered feedback on every prospecting and client interaction. Advisor scorecards and leaderboards. Plus timely opportunity alerts — upsell signals, life events, maturity dates — so nothing slips through the cracks.
Opportunity detected · just now
Client mentioned a liquidity event > $2M. Consider tax-loss harvesting and structured note allocation. CD maturity in 14 days — good time to discuss reinvestment options.
92
Call score
3
Opportunities
Grow · 04 · What firms see in 90 days
The growth ceiling, removed.
3.3x
Revenue uplift
From AI-qualified prospecting filling advisor calendars.
4x
Advisor capacity
From 100 to 400 clients per advisor, sustained.
80%
Less ops overhead
Onboarding, data entry, and admin work eliminated.
90%
Workload cut · day 1
For advisors, the very first week of deployment.
Integrations & Intelligence
Connects to everything. Understands it all.
/ 01 No rip-and-replace
Live in minutes, not quarters.
ZTRON layers on top of the tools you already use. No migration, no disruption, no data silos.
/ 02 One intelligence layer
Reads across every source at once.
Every email, meeting, note, task, and portfolio app unified into one context.
/ 03 Gets smarter over time
Every interaction sharpens the edge.
The more ZTRON sees, the better it performs. Insights compound.
CRM
Portfolio
Email
Calendar
Meetings
Custodian
Security & compliance
Enterprise-grade security. Built for regulated firms.
ENC
Bank-grade encryption
AES-256 encryption in transit and at rest. Read-only connections to custodians and CRMs wherever possible.
ISO
Isolated per firm
Every firm runs in a dedicated sandbox. No shared infrastructure, no cross-account data bleed, no co-mingling with any other firm's clients.
LOG
Full audit trail
Every agent action, every advisor interaction, every client touchpoint logged and explainable. Audit-ready on demand.
OWN
Your data is yours
Client data is never used to train models or shared with third parties. You own it. You control it.
HOW IT'S BUILT
ZTRON CLOUD · SOC 2 TYPE II
YOUR FIRM'S DEDICATED SANDBOX
ZTRON AGENTS
jademeetingemailonboardingcampaigns
≡ AES-256 encrypted | read-only custodian links
→ advisor approval gate | compliance monitoring | audit log
Pricing
We earn when you earn.
No setup fees. No per-seat charges. No SaaS tax on features you don't use. ZTRON is priced as a share of the revenue we help generate — so we're as invested in your firm's growth as you are.
/ 01
Nothing to lose
Scale your advisor team without scaling your software bill.
/ 02
Aligned incentives
Pay for results — all features included, so that you're destined to grow.
/ 03
Priced by capacity
Tailored to your size, avg AUM, and growth target.
Testimonials
"ZTRON enables us to 3x our AUM without additional support staff."
Scott Marek
Partner, Maia Wealth
"ZTRON is the easiest to use and most advanced product I've seen on the market."
Chad Van Den Top
Wealth Manager, Merrill Lynch
"I sold products to RIAs for 20 years at Fidelity. ZTRON's approach to prospecting is groundbreaking."
Marc Vezina
CEO, Enliven Advisors