Financial advisors use Oceanic Funnels OS to turn seminars, webinars and guides into booked introductory meetings, and to nurture prospects who need time. Annual review reminders, birthday messages and newsletters keep existing clients engaged and referring.
From your website, an ad or a webinar page.
The guide or seminar details, sent instantly.
Seminar and webinar reminders cut no-shows.
An invitation to book an introductory meeting.
Educational emails until they're ready.
Annual review reminders, birthdays and referral asks.
Missed call text back, instant replies, AI agents and reminders mean every call, form and DM gets answered, day or night. Unlimited contacts and users on every plan.
Financial advisors use Oceanic Funnels OS to turn seminars, webinars and guides into booked introductory meetings, and to nurture prospects who need time. Annual review reminders, birthday messages and newsletters keep existing clients engaged and referring.
Yes. Build registration pages with confirmation and reminder messages, and follow up with attendees automatically.
Yes. Store each client's review date and send reminders with a booking link before it.
On the Growth plan ($197 a month) our team sets up your system in the first week. On the Done-For-You plan ($297 a month plus a one-time $997 build fee) we build your sales funnel and the full automated backend for your business.
Oceanic Funnels OS starts at $67 a month with unlimited contacts and users. Usage like SMS, email and AI is pay-as-you-go, and WhatsApp is a +$19/month add-on.
One system for funnels, CRM, SMS, WhatsApp, AI agents, booking and payments. Or let our team build it for you.