Stop Losing the Next Generation to TikTok

Piere Pro provides the AI-powered financial action to turn digital prospects into your firm’s most loyal clients.

Client Overview — Aimee Smith

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Aimee Smith

Grow Ready

AUM Opportunity

$168,000

projected portfolio value in 5 years

Today $80,000

5 Years $168,000

Based on client's accounts, spending, and goals

Client Profile

NameAimee Smith

Life stageMid-career

Household income$100K–$200K

Risk toleranceBalanced

Timeline5–10 years

Top goalGrowing my savings

Client note"I want to make sure my family is taken care of"

Growth Potential

Monthly surplus$1,240/mo

Risk-adjusted strategyBalanced Growth

Estimated annual return7.2%

Current path

$113,000 in 5 years

Optimized with advisor

$168,000 in 5 years

Connected Accounts

Checking

Chase Checking $6,420

Savings

Chase Savings $18,350

Retirement

Fidelity 401(k) $55,230

Home

Primary Residence $340,000

Credit Cards

Amex Gold -$2,140

Mortgage

Wells Fargo Mortgage -$287,000

Total Assets $420,000

Total Liabilities $289,140

Net Worth $130,860

Recommended Moves

Automated money moves to set up for this client

Auto-transfer $600/mo to investment portfolio

Build investment portfolio

+$46,800 over 5 years

Auto-contribute $150/mo to Fidelity 401(k)

Start building retirement savings

+$9,000 over 5 years

Auto-pay Amex Gold in full each month

Eliminate interest charges

$520/yr saved

Switch mortgage to biweekly payments

Accelerate payoff

$34,000 saved

Maintain $5,000 liquidity floor in checking

Auto-sweep excess, pull back when needed

Optimizes cash

✦

Piere AI Assistant

Explore spending, cash flow, and set up moves

✦

I've analyzed Aimee's financial picture. They have $80,000 in investable assets and $1,240/mo in surplus cash flow. What would you like to explore?

What does Aimee's savings and spending look like?

✦

Aimee brings in $8,200/mo and spends around $6,960 — leaving a $1,240/mo surplus. That idle cash can be put to work.

Monthly Cash Flow

Income$8,200

Housing$1,890

Food & Dining$620

Transportation$480

Surplus$1,240

What moves can we set up to grow their assets?

✦

Based on the $1,240/mo surplus, here are 3 moves to grow their investable assets to $168K in 5 years:

Recommended Moves

Investment portfolio$600/mo

401(k) contribution$150/mo

Liquidity floor$5,000

Ask about this client…

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18%

average increase in liquid cashflow for investing, saving, debt repayment

1 hr

time saved on average for onboarding, prospect discovery, and qualification

99%

integration coverage with existing CRMs and prospect management platforms

The demand for financial guidance has never been higher. Trust in traditional advisory has never been lower.

76%

of Gen Z seeks financial advice on digital platforms and social media

52%

of Gen Z report trusting content creators over financial professionals

80%

of Gen Z never seek out professional financial guidance

The advisors who reach them first — digitally, transparently, on their terms — will define the next era of financial management.

Digital Intake

Meet your next client before the first meeting.

Piere Pro’s agentic chat walks prospects through a conversational financial screening — no forms, no questions, no friction. They connect their accounts, see a real picture of their finances, and route directly to the right advisor at your firm.

Conversational Screening

Prospect answers questions via AI-powered chat, at their own pace, assessing financial fitness, knowledge level, and readiness

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Account Connection

Accurate account balances and transactions are aggregated with Plaid-powered account linking

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Financial Snapshot

Auto breakdown of accounts, balances, spending, and areas for improvement are processed and displayed by Piere AI, instantly

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Smart Routing

Data and recommendations are sent to the nearest or best-fit financial professional at your firm

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Dual Benefit

For the Pro For the Client

Arrives pre-qualified, financially mapped

Understands their own picture before the first call

Saves multiple or lengthy discovery meetings

Feels empowered, not just sold to

Higher first-meeting conversion

Arrives engaged, not intimidated

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Advisor Portal

Everything needed for meeting #1, no discovery required.

Your firm gets a full client management portal showing every connected account, balance, spending pattern, and a set of recommended Moves, automated next steps and transfers personalized to each client’s financial reality.

Client Dashboard

View a full financial picture from before the first meeting, including accounts, balances, and spending at a glance

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Recommended Moves

Auto-pay debt, transfer excess cash to brokerage, increase mortgage payment frequency, and more — no setup required

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Client Management

Full roster view, status tracking, and client profiles from within Piere Pro, plus full integration with your own CRM

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Intake Data

Full visibility into what the prospect shared and connected during onboarding

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Client Engagement

Keep clients engaged between meetings, on your own platform.

Embed Piere Pro’s agentic chat and financial management tools directly into your firm’s mobile app or client portal. Clients interact with their advisor’s plan, track their Moves, and stay connected to their financial progress, all under your own brand.