Sign up by December 31 to get DeftSales free for the next year!

Getting set up with DeftSales is simple

Set it up

We will sync the DeftSales platform to your phone, email, and CRM in less than 2 minutes. When the next lead comes in, our FastCall technology calls the prospect in seconds - even if you are away from your desk.

Personalize your texts and emails

Start by letting us craft a totally custom initial outreach email. Then, customize one of our pre-built campaigns with your name, logo, and social media icons to add a personal touch. Over time, further customize messages to make them even stronger.

Delegate the busywork to DeftSales. While you focus on advising your clients, DeftSales automates CRM data entry, schedules follow-up calls for you, and collects analytics - all to help you book more meetings.

Let DeftSales handle the details

Does this sound like you?

Wishing you had a better way to manage the follow-up on your leads?
Looking for more engaging, customized messaging for your emails and texts?
Wanting to respond instantly to clients in a personal way?
Busy managing your current clients?

¹ Advisors who sign-up by December 31, 2023 will get access to the DeftSales platform free until December 31, 2024. Free access to DeftSales is only eligible for active SmartAsset clients. $3,444 assumes two users on a shared profile for DeftSales.

SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments.

We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.

How SmartAdvisor Works

Schedule a Demo

Ready to turn leads into clients?
Join DeftSales today and start nurturing your leads like a pro

1.

2.

3. What is DeftSales and how does it work?

Be Fast and Forget it

Contact a new lead in seconds with FastCall technology, even when you're helping another client. Be the first to respond.

DeftSales, designed specifically for financial advisors, is a fast response lead nurturing and development platform and is now part of SmartAsset. It provides advisors with compliant tools to seamlessly connect with prospects and monitor their lead nurturing.

Introducing DeftSales -
SmartAdvisor’s new tool for instant & automated prospect outreach

With DeftSales, designed specifically for Financial Advisors, you can automate compliant phone, text and email outreach - making it easier than ever to convert SmartAdvisor prospects into clients.

Sign up by December 31st and get DeftSales free for the next year.¹

Automated Follow-Up

Send automated, customized, compliant emails and text messages that are designed to help build trust and convert prospects.

Evaluate and Adjust

Email, campaign, and user-level reporting designed to help you refine your individual follow-up process.

Skip CRM Data Entry

DeftSales automatically populates prospect information into your CRM. Spend your time advising clients.

If you answered yes, you need DeftSales

Hear what Advisors are saying about DeftSales

"DeftSales has been a complete game changer. Simply put, I’ve closed more business with less work. The FastCall feature and automated nurturing are priceless. I have found that prospects frequently will reach out weeks or months after initially being matched."

- Lawrence Manley,
Financial Advisor

"DeftSales has been a complete game changer. Simply put, I’ve closed more business with less work. The FastCall feature and automated nurturing are priceless. I have found that prospects frequently will reach out weeks or months after initially being matched."

- Lawrence Manley, Financial Advisor

^{The
advisors featured are actual DeftSales clients. They have not been paid for their
insights.}

Schedule a call below to learn more about SmartAsset + DeftSales today

Sign up by December 31 to get DeftSales free for the next year!

Getting set up with DeftSales is simple

Set it up

We will sync the DeftSales platform to your phone, email, and CRM in less than 2 minutes. When the next lead comes in, our FastCall technology calls the prospect in seconds - even if you are away from your desk.

Personalize your texts and emails

Start by letting us craft a totally custom initial outreach email. Then, customize one of our pre-built campaigns with your name, logo, and social media icons to add a personal touch. Over time, further customize messages to make them even stronger.

Delegate the busywork to DeftSales. While you focus on advising your clients, DeftSales automates CRM data entry, schedules follow-up calls for you, and collects analytics - all to help you book more meetings.

Let DeftSales handle the details

Does this sound like you?

Wishing you had a better way to manage the follow-up on your leads?

Looking for more engaging, customized messaging for your emails and texts?

Wanting to respond instantly to clients in a personal way?

Busy managing your current clients?

We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.

How SmartAdvisor Works

Schedule a Demo

Schedule a Demo

Ready to turn leads into clients?Join DeftSales today and start nurturing your leads like a pro

1.

2.

3.

What is DeftSales and how does it work?

Be Fast and Forget it

Contact a new lead in seconds with FastCall technology, even when you're helping another client. Be the first to respond.

DeftSales, designed specifically for financial advisors, is a fast response lead nurturing and development platform and is now part of SmartAsset. It provides advisors with compliant tools to seamlessly connect with prospects and monitor their lead nurturing.

Introducing DeftSales - SmartAdvisor’s new tool for instant & automated prospect outreach

With DeftSales, designed specifically for Financial Advisors, you can automate compliant phone, text and email outreach - making it easier than ever to convert SmartAdvisor prospects into clients.

Sign up by December 31st and get DeftSales free for the next year.1

Automated Follow-Up

Send automated, customized, compliant emails and text messages that are designed to help build trust and convert prospects.

Evaluate and Adjust

Email, campaign, and user-level reporting designed to help you refine your individual follow-up process.

Skip CRM Data Entry

DeftSales automatically populates prospect information into your CRM. Spend your time advising clients.

If you answered yes, you need DeftSales

Hear what Advisors are saying about DeftSales

"DeftSales has been a complete game changer. Simply put, I’ve closed more business with less work. The FastCall feature and automated nurturing are priceless. I have found that prospects frequently will reach out weeks or months after initially being matched."

"DeftSales has been a complete game changer. Simply put, I’ve closed more business with less work. The FastCall feature and automated nurturing are priceless. I have found that prospects frequently will reach out weeks or months after initially being matched."

The advisors featured are actual DeftSales clients. They have not been paid for their insights.

Schedule a call below to learn more about SmartAsset + DeftSales today

Ready to turn leads into clients?
Join DeftSales today and start nurturing your leads like a pro

Introducing DeftSales -
SmartAdvisor’s new tool for instant & automated prospect outreach

Sign up by December 31st and get DeftSales free for the next year.¹

^{The
advisors featured are actual DeftSales clients. They have not been paid for their
insights.}