A targeted Meta ad surfaces in front of a HNW business owner or financial advisor. The moment they click, the system captures their data and the whole pipeline starts moving on its own.
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The instant a lead completes the Meta form, a full research sweep runs automatically: LinkedIn, company filings, news, public records. This dossier is what feeds every conversation that follows, so nothing is generic.
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Type a real client situation and Aria responds. Not a script, a live conversation, the same engine that qualifies every lead in under 30 seconds.
Once AI Dave has engaged and qualified the lead, a real human advisor steps in to close the relationship. This isn't a gap in the automation, it's by design. Financial services is a trust business, and Dartix automates everything up to the point where a human voice matters most.
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Complete the Landing step above first.
From the moment of booking through the meeting itself, a curated sequence of personalized follow-ups and social proof keeps the prospect warm and positions the advisor as the obvious expert, automatically, with zero manual effort.
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Before the advisor ever picks up the phone or walks into the room, the full client briefing is waiting, built from the research step, updated with every touchpoint since.
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The full prospect profile: conversation history, qualification score, research dossier, source attribution, is written straight into the CRM. Nothing gets re-typed. Nothing falls through the cracks.
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Verify your details in the Book step above to start generation.
No commitment, no credit card. A real 15-minute call with the team.