Following up
Most sales take several follow-ups. You send them one by one.
AI specialist for financial advisors
How many hours do you lose to follow-up every week?
Get them back.
Follow-ups, reminders, booking, data entry: Evolucia automates all of it.
Our commitment: at least 10 hours a week back. Or you don't pay. See the terms
Where does your time go?
Manual follow-up is a thousand small tasks that add up, week after week.
Booking appointments
The back-and-forth to find a time slot eats into your days.
Reminders and confirmations
Reminders before appointments, confirmations: that is a lot of messages to write.
Data entry and prep
CRM updates, notes, meeting prep. The invisible paperwork.
Lost-time calculator
How many hours is manual follow-up costing you?
Adjust each task to match your reality. We calculate what it adds up to over a year.
2 h
3 h
2 h
1.5 h
2 h
2 h
12.5 h
lost every week
That is 650 hours a year
≈ 81 working days
you could reinvest in your clients
With Evolucia, a large part of this time comes back to you. Our guarantee: at least 10 hours a week.
See how we win back this lost timeOne ecosystem, four pillars
Everything you need to never lose a lead again.
Émilie, your AI setter
Contacts and qualifies every lead by text in under five minutes.
Configured CRM
Your leads, your calendar and your follow-ups, centralized in one place.
Automations
No-show reminders, follow-ups and confirmations, on autopilot.
Support
Ongoing optimization, follow-up and training, by your side.
Our method
A structured approach that turns confusion into clarity.
Audit
Clarity
We analyze how you work, your tools and your flows. You leave with a clear map.
Roadmap
Decisions
A prioritized action plan, each recommendation backed by an estimated gain.
Implementation
Performance
We set up the ecosystem, train your team, and make sure it delivers.
Optimization
Longevity
Regular follow-up and adjustments to maximize results over time.
What Evolucia does for you
The tasks that eat into your weeks, handled by Émilie and your automations.
Replies to your leads
Émilie contacts and qualifies every lead in under five minutes, for you.
Books your appointments
She offers your availability and locks the appointment into your calendar.
Follows up and reminds
Follow-ups, reminders and confirmations go out on their own. Nothing left to write by hand.
Keeps the CRM up to date
Contact details, notes and statuses fill in without your data entry.
Is this for you?
For you if...
You are an independent financial advisor in Québec
You generate leads, but you lose some for lack of follow-up
You want to win back time without hiring
You care about a system that respects the AMF framework
It is not for you if...
You are looking for a magic fix without changing how you work
You have no flow of leads to handle
You are chasing the lowest price, whatever the result
You are not comfortable with an AI contacting your leads
Questions?
We set up an AI ecosystem that contacts your new leads, qualifies them, books appointments and automates your reminders and follow-ups. You keep your meetings, we remove the repetitive work around them.
Émilie is your AI agent who contacts every new lead by text in under five minutes, answers their questions, qualifies them and locks the appointment into your calendar. Evenings and weekends included.
Yes. Everything is designed for the Québec regulatory framework and group constraints. Émilie qualifies and books appointments, without giving financial advice.
Yes. Minimal, need-to-know access, confidentiality agreements, and data hosted in Canada when required.
Book a free audit. Together we determine the scope and the price that fit your situation.
As soon as the ecosystem is in place, your new leads are contacted within minutes. The first appointments follow quickly.
At least five more appointments a month and ten hours a week back. Or you don't pay. It is written into the agreement.
No. It gives you time back. Émilie handles the first contact and the follow-up. You focus on the relationship and the advice.
Ready to win back your time and your appointments?
Book a free 45-minute audit. We analyze your situation and show you exactly what to automate.
No commitment. No sales pitch. Just a clear plan.
Book my free audit