Get leads, answer every one in seconds, book appointments, follow up and grow your team — from one login, run by AI you simply talk to.
No lock-in. Cancel anytime.
World Finance AI
Online
You've called everyone you know. Now what?
By the time your appointment ends, they've moved on.
Texting, scheduling and data entry instead of meeting families.
A CRM here, a scheduler there, client texts on your personal phone.
Your own family gets the leftovers.
Good prospects slip away because nobody followed up.
You're a licensed professional, not a web developer.
Got a tech problem? World Finance can fix that.
Book a free demoCapture leads, follow up, book appointments, track every case, train your team and get paid for workshops — all run by simply talking to AI.
0
tool categories
0+
features
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login and one subscription
Built-in Ask AI, plus connect your own ChatGPT, Claude and other AI tools to your practice data.
Most software only helps you find clients. If you're building a team too, you need a second engine.
Attract
Ads, social posts, workshops and referrals bring families to you.
Capture
Quote-request forms, coverage quizzes and AI chat turn visitors into leads.
Respond
AI replies in seconds by text, Messenger, Instagram or WhatsApp.
Book
Needs-analysis calls land in your calendar, with reminders.
Protect
Track every case from application to issued policy.
Refer
Automatic thank-yous, review requests and referral asks.
Invite
Share a career info webinar or event page instead of explaining it over and over.
Interview
Candidates book their own interview call.
License
Track every recruit from exam booked to licensed.
Train
A training academy with lessons, quizzes and certificates.
Connect
A private team community with events and recognition leaderboards.
Lead
Round-robin lead sharing and team dashboards show who needs help.
Recruiting tools organize your process. They never promise income, and neither do our templates.
Lead and client records
Every contact, household, policy and conversation in one record, with stages from lead to client.
Every channel, one screen
Text, email, WhatsApp, Instagram, Facebook Messenger and website chat, answered from one inbox on desktop or phone.
Visual case tracking
Move each case from first call to needs analysis, application, underwriting and issued policy. See premium in progress at a glance.
Fast and mobile-ready
Your story, your licences and the families you serve. Custom domain, SEO and a financial-education blog included.
Pages that book appointments
Multi-step quote requests, 'How much coverage do I need?' calculators, retirement quizzes, surveys and popups.
Newsletters and drip series
Drag-and-drop emails, automated tip series, and segments by product, life stage or language.
Smart 24/7 workflows
New lead? Text in seconds. No-show? Rebook. Policy issued? Thank-you and referral ask. All automatic.
Plan once, post everywhere
Schedule to Facebook, Instagram, LinkedIn, TikTok, YouTube and Google. Draft, approve, then publish.
Calls and two-way text
A local business number on your phone, call recording, missed-call text-back, and your personal number kept private.
Sell seats and resources
Sell workshop seats, event tickets, guides and planning sessions, with coupons, order bumps and upsells.
Your always-on team
AI that replies, qualifies, books and follows up, then hands every conversation to you, the licensed professional.
Round-robin booking
Zoom, phone or in-person slots, team round-robin, buffers, reminders, and Google or Outlook sync.
Straight to your account
Stripe, PayPal and Tap to Pay for planning fees, workshops and events. No platform cut on top of standard processing fees.
Sign from any phone
Fee agreements, consent forms, engagement letters and invoices, sent, signed and stored automatically.
Courses for your team and clients
Video lessons, quizzes and certificates for new-agent training, product refreshers and client money classes.
Private, gated areas
A secure client vault, a team-only training area and VIP client programs, each with its own login.
Your own member hub
Groups, discussions, events, chat and leaderboards to celebrate wins, instead of messy group chats.
Nothing falls through
Underwriting requirements, medical exams, missing documents and team to-dos, all linked to the client record.
Reputation on autopilot
Ask happy clients for a Google review and a referral at the right moment, and reply to reviews with AI.
When someone fills out your form or messages your page, the first reply often wins the conversation. Your AI assistant makes sure that reply is yours.
Sara — New lead
via Facebook ad · replying now
Your AI assistant never gives advice or quotes. It answers general questions, collects details and books time with you, the licensed professional.
Nearly 7x
Businesses that reply to a new lead within an hour are nearly 7 times more likely to have a meaningful conversation than those that wait even an hour longer.
Harvard Business Review, 2011
Answer every enquiry instantly, day or night, in the channel they used.
Keep prospects warm with helpful texts and emails until they're ready.
Book the appointment, send reminders and move the case forward.
Keep repetitive follow-up running 24/7 so you can focus on families.
Ten AI assistants that set up your practice, follow up with every lead and report back every morning. You stay in control and approve what goes out.
Your practice analyst
Learns the products you're licensed for, the families you serve, your story, your voice and your compliance do's and don'ts.
Your designer
Loads your logo, colours, fonts, headshot and licence disclosures, then applies them everywhere.
Your contacts manager
Imports your phone contacts, spreadsheets and old CRM, removes duplicates and tags everyone: family, friends, clients, referrals, recruits.
Your content creator
Plans and drafts 30 days of financial-education posts for your approval, then schedules them.
Your scheduler
Sets up calendars for needs-analysis calls, Zoom or kitchen-table meetings, annual reviews and recruit interviews.
Your copywriter
Writes helpful money-tip emails in your voice: how much coverage a family needs, TFSA vs RRSP, building an emergency fund.
Your outreach assistant
Sends up to 20 personal check-in emails a day to past clients and contacts who've agreed to hear from you.
Your speed-to-lead responder
Replies to new enquiries in seconds, asks a few simple questions and books them into your calendar.
Your chief of staff
Every weekday at 7 am: new leads, today's appointments, cases waiting on underwriting, follow-ups due and team activity.
Your business coach
Builds a week-by-week plan to grow your client base and, if you want, your team.
AI usage is pay-as-you-go. You only pay for what your assistants actually do.
Pick the problem that costs you the most. Here's how World Finance handles it.
You miss calls while you're in appointments.
An AI receptionist answers, asks a few questions and books the caller into your calendar.
Ad leads go cold before you can call back.
Your AI assistant texts or messages them within seconds and books the call.
No-shows, 'let me think about it' and pending applications get forgotten.
Automated follow-up keeps every prospect and every case moving.
No time or team to set up the tech.
Our tech team helps you set it up, or does it for you.
No website of your own, or a generic page that doesn't say who you help.
Advisor templates and an AI page builder give you a professional site, fast.
You use ChatGPT, but it knows nothing about your clients.
Ask AI and secure AI connections let you talk to your own practice data.
Endless texting to find a meeting time.
One booking link with automatic text and email reminders.
Chasing signatures and workshop payments.
E-signatures, payment links and Tap to Pay at events.
Social media eats your evenings.
Plan a month of posts in one sitting, and auto-reply when someone comments 'INFO'.
You forget to ask for reviews and referrals.
Review and referral requests go out automatically after a great meeting.
Client details are scattered across your phone, notes and spreadsheets.
One CRM with households, policies and the full conversation history.
Paying extra for course and community apps to train your team.
Unlimited courses and communities, included.
Annual reviews and policy anniversaries slip by.
Automatic review reminders, birthday messages and life-event check-ins.
Recruits go quiet between the interview and getting licensed.
A recruiting pipeline with licensing checklists and a nudge at every step.
42
New leads this week
18
Appointments booked
7
Cases in underwriting
5
Policies issued this month
Leads per day
Today
Daniel Martin
Needs analysis
Sara K.
Policy delivery
Recruit — J. Liu
Interview
Leads, appointments and cases in one view, every morning.
Stop flipping between apps. See what matters every morning:
Leads
who came in, and from which ad or post
Appointments
today, this week, and who didn't show
Cases
submitted, in underwriting, issued
Tasks
what's due and who owns it
Messages
every conversation still waiting for a reply
Team
activity, recruits in licensing, and wins to celebrate
Team leaderboard
4
Interview booked
3
Studying for exam
2
Licensed
Appointments this week
M
T
W
T
F
Attract
Bring the right families to you.
Capture
Turn attention into leads.
Nurture
Build trust automatically.
Convert
Turn conversations into appointments and clients.
Deliver
Give every client a great experience.
Grow
Grow through reviews, referrals and your team.
Attract
Bring the right families to you.
Capture
Turn attention into leads.
Nurture
Build trust automatically.
Convert
Turn conversations into appointments and clients.
Deliver
Give every client a great experience.
Grow
Grow through reviews, referrals and your team.
Every stage runs on one system, so nothing falls through the cracks and your time goes to families, not admin.
Just licensed, or building around a day job.
Term, permanent, mortgage protection, final expense, critical illness.
Retirement, RRSP, TFSA, RESP and investment planning.
You're growing a team and need a system everyone can follow.
You serve families in their own language.
Financial-literacy workshops, community events, lunch-and-learns.
A real person gets you started. Then your AI assistants do the heavy lifting.
We learn your practice, your markets and your goals.
Your products, audience, voice, and compliance do's and don'ts.
Contacts imported, duplicates removed, everyone tagged.
Financial-education content, published only after you approve it.
Needs-analysis calls, reviews and interviews, with reminders.
A helpful money-tip series in your voice.
Speed-to-lead replies, re-activation emails and your 7 am production report, every weekday.
Onboarding call
30-min call
With your onboarding specialist
Sample data
A real person helps you get set up.
Help any time, day or night.
Join a free session whenever it suits you.
Ready-made funnels, automations, email series and scripts for insurance and advisory practices.
We move your contacts from your old CRM, spreadsheets or phone, for a fixed price.
Book a tech expert by the hour for anything custom.
“[Short quote from a real advisor about the support]”
[Name], [Role], [City]
[5.0]
Google rating
[X]%
recommend us on Facebook
[X]+
advisors in [X] provinces and states
“[Real review from an advisor - 1 to 3 sentences]”
[First name + last initial], [Life insurance agent / Financial advisor / Team leader], [City]
“[Real review from an advisor - 1 to 3 sentences]”
[First name + last initial], [Life insurance agent / Financial advisor / Team leader], [City]
“[Real review from an advisor - 1 to 3 sentences]”
[First name + last initial], [Life insurance agent / Financial advisor / Team leader], [City]
“[Real review from an advisor - 1 to 3 sentences]”
[First name + last initial], [Life insurance agent / Financial advisor / Team leader], [City]
“[Real review from an advisor - 1 to 3 sentences]”
[First name + last initial], [Life insurance agent / Financial advisor / Team leader], [City]
“[Real review from an advisor - 1 to 3 sentences]”
[First name + last initial], [Life insurance agent / Financial advisor / Team leader], [City]
We’re opening [20] founding spots each month. Founding advisors get [founding benefit, e.g. locked-in pricing] in exchange for honest feedback that shapes the platform.
What advisors typically pay when every tool is a separate subscription.
| What you need | Separate tool (typical cost) | World Finance |
|---|---|---|
| Advisor CRM | $50+/mo | Included |
| Website builder & hosting | $30+/mo | Included |
| Funnels & landing pages | $99+/mo | Included |
| Email marketing | $30+/mo | Included |
| Business texting | $30+/mo | Included |
| Online scheduling | $15+/mo | Included |
| Social media scheduler | $25+/mo | Included |
| E-signatures | $15+/mo | Included |
| Webinar hosting | $49+/mo | Included |
| Course & training platform | $150+/mo | Included |
| Community platform | $89+/mo | Included |
| AI chat & AI receptionist | $50+/mo | Included |
| Review management | $50+/mo | Included |
| Surveys & quizzes | $25+/mo | Included |
| Business phone line | $20+/mo | Included |
| Link-in-bio page | $10+/mo | Included |
| Client portal | $30+/mo | Included |
| Task management | $10+/mo | Included |
| Ad reporting | $30+/mo | Included |
| Referral partner tracking | $50+/mo | Included |
| 24/7 live chat support | Rare | Included |
| Free live training every day | Rare | Included |
| Logins to manage | 20+ | 1 |
| Total if bought separately | $857+/mo | From $75/mo |
Most advisors won’t need every tool — but replacing just a few of these usually covers the cost.
Typical starting prices for popular standalone tools. Actual costs vary by provider and plan.
Your monthly plan price stays the same as your practice and your team grow.
Unlimited contacts on Advisor plans and above.
“When you add a new agent or a hundred new clients, your software bill shouldn’t punish you for growing.”
Emails, texts, calls and AI are billed at cost, based on what you use.
All prices in CAD, plus pay-as-you-go usage for texts, emails, calls and AI.
Launch — $75/mo
For newly licensed agents getting started. Up to 1,000 contacts. No lock-in.
Everything a solo advisor needs to fill the calendar.
Everything in Advisor, plus the Team Engine.
Everything in Agency Builder, plus our done-for-you Advisor Appointment Engine.
Ad spend is paid directly to the ad platform and is not included.
Book a demo7-day free trial on Advisor and Agency Builder. No lock-in. Cancel anytime.
Not sure which plan fits? Book a free demo and we’ll tell you honestly.
Book a free demoThe platform
World Finance is an all-in-one, AI-powered platform built for insurance agents and financial advisors. It brings your website, CRM, follow-up, booking, marketing, team training and AI assistants into one login. It's Canadian-owned and works for advisors in Canada and the US.
No. World Finance is an independent technology and marketing company. It isn't an insurance company, agency, broker-dealer or financial institution, and it works alongside whichever companies you're contracted with.
Life insurance agents, financial advisors and planners, new and part-time agents, and team leaders building an agency - solo or with a large team.
Generic tools give you one piece. World Finance gives you the whole system, set up for how advisors work, with flat pricing and real human support.
Enterprise-grade infrastructure, advisor-ready templates, real human support and free daily training, with no transaction fees from us.
Setup & support
Yes: 24/7 live chat, a free onboarding call, free daily live training, a help centre, video tutorials, a community, tech help by the hour and done-for-you services.
No. You get a real person for onboarding, daily training and an advisor starter kit. Most setup is done by simply talking to your AI assistants.
You can be using the basics within hours. Bigger builds take longer. Many solo advisors are up and running during their free trial.
Yes. Your onboarding call is free, and we offer done-for-you migration for a fixed price.
Usually, yes: CRM, website, email, texting, scheduling, social, courses and more. Keep any tools your agency, carriers or compliance department require, such as quoting or e-application systems. World Finance works around them.
Features
Yes. Unlimited websites and domains, with hosting included when your site is built on World Finance.
Yes. Unlimited courses, memberships and students, with certificates and a free mobile app for learners.
Yes. Track households, policies, cases and conversations, with unlimited pipelines, tasks and boards.
Yes. Build and automate emails and newsletters. Sending costs are pay-as-you-go.
Yes. There's a mobile app to run your practice and a separate app for your team's training.
Yes: native integrations, webhooks, Zapier, Make and Pabbly, a WordPress plugin, AI connections (MCP) and API keys.
AI, compliance & data
AI Assistants are ready-made helpers that set up and run tasks for you. AI Agents answer and follow up with leads by chat, text and voice. The AI page builder creates pages and funnels from a simple description. Ask AI answers questions about your own account. You can also connect your own ChatGPT or Claude.
No. Your AI assistants answer general questions, collect details and book appointments. Advice, quotes and recommendations always come from you, the licensed professional. You control what they can and can't say.
It gives you the tools: consent checkboxes on forms, automatic STOP opt-outs for texts, unsubscribe links on emails, draft-and-approve for posts, and a record of every conversation. You're still responsible for following your regulator's, carriers' and compliance department's rules, including any content approval they require.
Yes. Business texting to US numbers requires a short carrier registration (A2P 10DLC), and we walk you through it.
Yes. Build pages, emails and posts in any language, chat with clients on WhatsApp, and let your AI assistant reply in the language your client writes in.
You do. Your contacts and records stay in your account, and you can export them any time.
Pricing
No. Payments go straight to your own Stripe or PayPal account; standard processor fees apply. Payments are for your own fees, workshops and events. Insurance premiums are paid to the insurer, never through World Finance.
Four plans, in CAD per month: Launch $75, Advisor $150, Agency Builder $230 and Appointment Engine $497, plus pay-as-you-go usage.
No. Your plan price stays fixed. Only usage (texts, emails, calls and AI) changes with how much you use.
Yes, 7 days on Advisor and Agency Builder. The Appointment Engine starts with a demo.
Yes. No lock-in contracts. You can export your data any time, and we can transfer your account set-up for a fee.
7-day free trial | No lock-in | Cancel anytime
In [30] minutes, we’ll show you how World Finance would work for your practice, and tell you honestly if it’s a fit.