Tailored plans for financial experts

WelcomeSpaces is an innovative platform that uses artificial intelligence (AI) to directly connect financial professionals with clients in Quebec. Our mission is to simplify access to financial expertise, providing you a comprehensive, fixed-fee online presence where you can enhance your visibility and foster authentic client connections without the need for advanced social media skills. It's the digital marketing solution designed specifically for the financial industry.

WelcomeSpaces utilizes advanced artificial intelligence to connect financial professionals with clients in need of their services. Serafin captures the financial requirements of our members and uses this data to match them with the right expert – that’s where you come in.

We don’t just rely on match-making algorithms; our extensive 360 marketing campaigns and in-depth research on the Quebec market help drive organic traffic to the platform.

We target individuals actively searching for financial services, which increases the chances of creating meaningful engagements between you and potential clients. This approach ensures that you receive leads that are not only well-suited to your expertise but are also genuinely interested in the services you offer.

We offer a clear, upfront annual subscription model with a fixed fee. There are no hidden charges or commission-based structures to worry about. Our pricing is designed to respect your financial planning and predictability.

Absolutely, data security is a cornerstone of our platform. We offer secure and private client Spaces for effective conversations and document exchanges, ensuring all your interactions and sensitive information are protected with the highest standards of privacy and compliance.

For more information on our privacy policy, visit our page.

Our platform positions your professional profile in an easy-to-search directory accessible to our AI and members. Features like instant messaging, appointment scheduling, and the ability to contribute to our financial knowledge base through blog writing will showcase your expertise and proactivity to potential clients.

While our AI is designed to efficiently match you with clients, engagement depends on numerous factors. We recommend optimizing your profile, actively participating in our knowledge sharing, and utilizing all the digital tools provided. Our team is also on hand to support you in maximizing your reach.