OneMob for financial services

Advisors and bankers who win on trust.

A short personal video beats a fourth email. OneMob puts it in a page with the proposal and the disclosures, tracks who read what, and logs it to the CRM for the record.

Rolling this out to a team? Book 15 min with a human →

My clients hear from me twice a year. My competitors call weekly.

Check-ins and reviews on video, without a studio.

Record once, or type what you want to say and let your avatar deliver it. Send it to fifty clients with their names on it. Each one sees a video meant for them.

Custom avatar + prompt-to-video · Pro
Compliance wants to know exactly what the client saw.

Proposal pages with the disclosures, every read logged.

The proposal, the fee schedule, the disclosures, restricted to the client's email. The log shows what was opened and for how long, synced to the CRM.

Restrict by email · Pro Salesforce, Dynamics, HubSpot · Pro
Half the inbound questions are things we can't answer in chat.

An agent that answers from approved content and hands off the rest.

It answers only from the documents you give it, books time with the right advisor, and escalates anything outside that to a person. Every conversation is kept.

Agents · Pro add-on, in Pro Max
In their words

Financial teams on OneMob.

Teams like yours on OneMob Fidelity Investments FIS Global Commonwealth Financial Services

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Free forever · No credit card · Your first tracked video in 60 seconds

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