Bring The Power of an AI Assistant to Your Practice
Catering to Financial & Insurance Advisors to generate more leads, book more meetings, and automate client support!
Everything You Need to Scale
Our AI-Assistant provides every solution advisors need to grow their practice more effectively.
Lead Generation
Using effective lead magnets to capture, qualify, and sync leads directly into your CRM with intelligent AI screening.
- > Smart Lead Qualification
- > CRM Integration
- > Automated Follow-ups
AI Assistant
Your 24/7 intelligent Assistant that answers client questions in your brands tone of voice! We train the Assistant to ensure it will always be compliant according to regulatory standards.
- > 24/7 Availability
- > Natural Conversations Tailored to Your Brands Tone of Voice
- > Stays 100% Compliant at All Times
Seamlessly Book Meetings
Clients can book meetings automatically with Calendly integration that land right into your calendar. Automatically send reminders, and manage your appointment pipeline.
- > Automated Booking
- > Smart Reminders
- > Pipeline Management
How It Works
Our streamlined three-step process turns website visitors into qualified meetings on autopilot.
Engage Leads Through Your AI Assistant
Your website visitors interact with our intelligent AI Assistant that qualifies leads and captures their information naturally.
Sync Leads Into CRM Automatically
Qualified leads are automatically imported into your existing CRM system with conversation history, so that you can follow up and book the meeting.
Book More Meetings
AI-qualified prospects and clients can seamlessly book a meeting through an integrated scheduling system that forwards directly into your calendar.
About Flovio Solutions
I'm Mazen Zein. Founder of Flovio Solutions and Digital Marketing Expert. As a previous Financial Advisor, I have more than a decade experience at firms including Fisher Investments, CIBC and Edward Jones. I've worked directly with high-net-worth clients and led the day-to-day portfolio and planning work that other advisors live and breathe.
That experience showed me something simple and urgent: advisors spend far too many hours on repetitive admin, prospecting, and manual workflows — time that should be spent deepening client relationships and growing their book. So I built Flovio Solutions to do what advisors shouldn't have to: automate the tedious stuff.
Our tools streamline lead follow-up, scheduling, and client workflows so advisers reclaim productivity, scale their practices, and deliver better client outcomes. My team allows you to focus on what matter most — advising, building trust, and growing revenue.
With Over 10 Years as an Advisor, Mazen combines deep financial industry knowledge with a passion for cutting-edge AI expertise
Our Core Values
Mission-Driven
Empowering financial advisors with cutting-edge AI technology to better serve their clients.
Client-Focused
Every solution we build is designed around the real needs of financial advisory practices.
Excellence
We maintain the highest standards in AI development and regulatory compliance.
Innovation
Constantly evolving our platform to stay ahead of industry trends and client expectations.
Trusted by Independent Advisors
Join hundreds of financial and Insurance advisors who are already growing their practice with Flovio Solutions.
"Flovio Solutions transformed our lead generation process. We're now converting 60% more prospects into clients with less manual work than ever before."
"The AI Assistant handles 80% of client inquiries automatically. I can focus on high-value conversations while still providing 24/7 support to my clients."
"The seamless Calendly integration has streamlined our booking process. Qualified leads book meetings directly, saving us hours of back-and-forth scheduling."
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Choose Your Growth Plan
Start with our free trial and scale as your practice grows. All plans include core AI features and CRM integration.
Growth
We will build an AI Assistant integrated right onto your website and tailor it to your brand and brand's voice
- > AI Assistant integrated on your website
- > Tailored to your brand and your brand's voice
- > Lead generation and qualification
- > Automated meeting bookings into your calendar
- > 30-day money back guarantee
Ultimate Growth
Tag-team your AI Assistant with Search Engine Marketing (SEM). Maximize your views and visitors with 2x more lead capture and 2x more meetings
- > All features included from AI Assistant package
- > Google & Facebook Ads Management
- > Custom Campaign Setup
- > Targeted Audience Research
- > Ad Copywriting & Creative Design
- > Budget Management & Reporting
- > Compliance & Industry Best Practices
- > Free 24/7 Support
- > 30-day money back guarantee
Enterprise Growth
Turn your website into a giant lead magnet to attract 5x more visitors who are actively seeking your services
- > Custom website design tailored to brand
- > Designed to optimally integrate with AI Assistant
- > Designed to Maximize ROI on Paid Ads
- > Stand Out from Competitors
- > Compliance & Industry Best Practices
- > Free 24/7 Support
- > 30-day money back guarantee
Have Your AI Assistant Setup in 2 Business Days!
Join the 100+ advisors who are already using Flovio Solutions to automate their client engagement and 3x their lead conversion rates.