Sector · Real estate

AI for real estate & wealth management — following up every lead before it goes elsewhere

“Every lead not followed up within 72 hours is a property going to the competition.” In real estate and wealth management, response speed makes the deal. AI replaces neither your market knowledge nor your client relationships: it makes sure no prospect falls into a blind spot — generation, qualification, follow-up, property presentation.

Your realities

What costs you time.

Prospect follow-up — Enquiries come in by phone, email, portals, social media — and scatter. Without a system, follow-up depends on everyone’s memory. A prospect who’s hot today is cold in 72 hours; that is exactly where properties go to the competition.
Lead generation — Finding qualified buyers, sellers or investors remains the lifeblood of the business. Campaigns are often run on intuition, with no measurement loop, and acquisition cost goes unmanaged.
Property presentation — Every property deserves a dedicated showcase, but producing a clean page per property or per type takes time the teams don’t have. The result: generic listings that don’t convert.
The wealth CRM — Between contact history, mandates, properties and open files, the information lives in spreadsheets and inboxes. The market’s big CRMs are oversized; nothing is designed for the way you work.

What we deploy · 1

AI lead gen..

An AI-assisted lead generation system, from targeting to qualification. That is exactly what we deployed as part of our real-estate partnership in Los Angeles (see the client case below). Depending on the context, it relies on our proven agents: the Telephony & Client Relations Agent (qualification of incoming prospects, contextual automatic replies via WhatsApp or telephony, intelligent escalation) and the Sales Agent (qualification funnel, proposals, pipeline tracking). The Marketing Agent (multi-platform content generation and publishing, performance analysis) completes the system.

1/3

module deployed

Calibrated on your activity, plugged into your tools.

What we deploy · 2

Landing pages per property or per type..

A dedicated page per property, per programme or per investment type, rather than an undifferentiated catalogue. The SEO Agent completes the system: metadata generation, keyword analysis, continuous optimisation of existing content — so these pages get found.

2/3

module deployed

Calibrated on your activity, plugged into your tools.

What we deploy · 3

A lightweight CRM..

A CRM cut to fit your business: contacts, properties, follow-ups, history — without the 80% of features you’ll never touch. Custom-built, connected to your tools, deployed on your infrastructure.

3/3

module deployed

Calibrated on your activity, plugged into your tools.

The proof, in your trade

The real-estate partnership industrialising its lead generation..

The context

A player in the ADU (accessory dwelling unit) market in California, with a clear challenge: generating qualified leads and structuring the marketing.

What we did

A strategic partnership was put in place: AI-driven lead generation and a marketing strategy, deployed in the field.

The result

The AI lead-gen + marketing system is operational within this partnership — proof that the “AI lead gen” mechanics described above are not theoretical: they run on a real property market. The case is presented anonymously, like our entire portfolio.

Read the full case →

In short

« In real estate and wealth management, AI serves first to lose no prospect: AI-assisted lead generation, automatic qualification and follow-up, dedicated landing pages per property and a CRM shaped for the trade. It doesn’t replace the agent or the advisor — it guarantees every contact is handled fast and followed through. »

Your trade, your reality

Let’s talk.

Tell us where you stand — we’ll tell you honestly whether we can help. Reply within 24 hours.

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