Add your profile to our directory of professional and grow your clientele. List all your services, personalize it with your logo and colours, include your email address, phone number and external links.
In one click, engaged and qualified prospects can send you a direct message or book you a meeting. Receive a notification by SMS and get in touch quickly to seal the deal.
Let’s face it, the new generation doesn’t want to take the phone.
Do business 100% remotely, with a private Space. Everything you and your clients need: live chat, video call, document exchanges, online signature and more.
Keep your relationship centralized and complete history of your exchanges. Perfect for those impromptu audits!
After reading that 72% of Millennials and Gen Zs declared needing financial advice, but had no idea how to found help, we decided to help them.
We created a platform connecting the new generations to the professionals they need and giving them all the tools required to collaborate remotely.
A public directory allows them to browse by profession or by services. From there, they can easily send a message and start chatting with a professional. Once both agree to further discuss, the professional can create and invite the new client to a private Space.
Clients can have more than one private Space - one with each of the professionals they've contracted. Making Welcome Spaces a centralized place for all their professional resources.
A private Space is a place where clients and professionals can collaborate. It offers everyone in the Space the tools they need to make remote collaboration as seamless as can be.
Together, they can exchange notes, and documents, chat live or even jump on video calls. All activities appear permanently in the Space's feed, which over time becomes a diary of the relationship.
Spaces help clients and their professionals to stay organized, keep things simple and save time!
Data security in our technology, operations and overall business practices are paramount. Welcome Spaces offers and applies enterprise-grade security at every layer, adhering to multiple compliance certifications, including SOC2 Type II.
Welcome Spaces’ data is safeguarded by a security infrastructure, including encryption via industry-standard SSL/TLS protecting your data from unauthorized access and potential corruption. All of Welcome Spaces' data is hosted on Canadian servers.
Absolutely! Welcome Spaces can be used independently from our directory. You can start a private Space with any of your clients, inviting them to join in just a few clicks.
Offer them simplicity and organization with Welcome Spaces - clients are always and forever free.
Our AI diagnostic tool is designed to ask members a series of simple questions in order to assess their financial needs.
Based on their responses, the tool develops a customized financial action plan and suggests competent professionals, like yourself, who can help them achieve their financial goals.
It's fast, user-friendly, and personalized to provide them with the best experience.