Qubo
Talk to Qubo

For wealth managers & fintechs

When prospects ask AI who to trust, be the answer. When a client’s needs change, be the first to know.

Qubo is an AI-native growth company for wealth managers and fintechs. We help your firm become the one AI recommends, and turn what’s in your CRM and meeting notes into growth your advisors approve.

Talk to Qubo Start with a Growth Diagnostic
  • 01 What AI says about you
  • 02 What your clients tell you
Fig. 00 Two signals, one firm. Emerald marks what’s worth acting on.

Illustrative example with fictional firms:

01 What AI says about you

An AI answer Illustrative

Which independent advisors work with founders after a sale?

Most often recommended:

  1. Firm A: tax planning around a sale
  2. Firm B: fee-only fiduciary
  3. Firm C: works with founder families
Sources
  • Business journal
  • Review site

Your firm isn’t on the list.

Advisor note Transcribed · authorized

“…their daughter starts college next fall. They’re also thinking about selling the rental in the spring…”

Two planning decisions. No follow-up logged.

02 What your clients tell you

Fig. 00 One prospect’s question, one client’s note. Illustrative · fictional firms

01Two routesChosen by diagnosis

Two ways to grow. The diagnosis decides which leads.

01 Win new clients

AI Visibility & Authority

Be discoverable, credible, cited and recommended across ChatGPT, Google’s AI experiences, Perplexity and search.

  • Your site
  • Original research
  • Press & PR
  • Reviews
  • Directories
  • Structured data
  • AI answer
  • Firm A
  • Firm B
  • Firm C
  • Your firm not named
Fig. 01 AI reads many sources, then names a few. Illustrative · fictional firms

Leads when

  • AI names rivals, not you
  • AI gets your facts wrong
  • Expertise is hard to find

We measure

  • Questions you’re named for
  • Accuracy of AI descriptions
  • Inquiries from AI discovery

Talk to Qubo about new clients

What we build and run 9 components, chosen by diagnosis
  1. GEO / AEO strategy
  2. AI answer visibility analysis
  3. Prompt and recommendation monitoring
  4. SEO and technical foundations
  5. Entity and citation analysis
  6. Content and original research
  7. Digital PR
  8. Structured data
  9. Experimentation and measurement

02 Grow the clients you have

AI Client Growth & Intelligence

Grow the relationships you have through reactivation, referrals, unmet needs and wallet-share expansion.

  • Authorized data CRM, meeting notes
  • Your book
  • Reactivation
  • Referral
  • Unmet need
  • Expansion
  • Human review
  • Approved follow-up
  • Measured
Fig. 02 Signals from authorized data pass a human gate before anything reaches a client. Illustrative

Leads when

  • Growth depends on memory
  • Notes hold unmet needs
  • Referrals are left to chance

We measure

  • Opportunities acted on
  • Reactivations, referrals, expansions
  • Time to action

Talk to Qubo about existing clients

What we build and run 9 components, chosen by diagnosis
  1. Client reactivation
  2. Referral design
  3. Unmet-needs discovery
  4. Wallet-share expansion
  5. CRM and note signals
  6. Human-reviewed next actions
  7. Approved follow-up
  8. CRM and transcription integration
  9. Results measurement

02The Growth DiagnosticWhat it decides

Start with a diagnosis. Leave with a blueprint.

Two fictional firms, two answers. The problem decides which route leads, and we say why.

Growth blueprint

Decision page Illustrative

A fictional savings app, about 60 people

Recommendation

Correct the record before reaching more people.

Lead route AI Visibility & Authority

Decisive signal
AI answers quote a fee the company retired.
First move
Fix the facts at the source: own pages and directories.
Who approves
Head of growth; compliance reviews every page.
How it’s judged
AI accuracy, priority questions, sign-ups from AI.
Show the evidence and the full plan

Also weighed

  • Rivals are named for prospects’ first question: “safest savings app for freelancers.”

    Tracked questions Supports

  • Customers add a second product unprompted.

    Product data Noted: client growth can wait a quarter

How sure we are

Likely, not certain.

Before acting, we check whether the error runs through every priority question or traces to one source.

What would change this

If second-product uptake stalls, client growth leads instead.

After the first move

  1. NextPublish one plain explainer on that first question.
  2. ThenTrack priority questions; focus PR there.
Deliberately not
  • A high-volume content program
  • Paid “best of” placements

A fictional independent RIA, nine advisors

Recommendation

Act on the planning decisions already in your notes.

Lead route AI Client Growth & Intelligence

Decisive signal
Two planning decisions sat in one advisor’s notes, with no follow-up.
First move
Agree a review path with compliance; connect authorized CRM and notes.
Who approves
The advisor approves each follow-up; compliance reviews it.
How it’s judged
Opportunities acted on, reviews booked, introductions made.
Show the evidence and the full plan

Also weighed

  • Many households’ last planning review was over a year ago.

    CRM Supports

  • AI names the firm for its city, not its specialty.

    AI answers Noted: visibility can follow

How sure we are

Likely, not certain.

Before acting, we check that other advisors’ notes hold the same kind of signal, not just this one.

What would change this

If notes across advisors hold too little to act on, client growth has nothing to run on: visibility leads instead, starting with the specialty AI misses.

After the first move

  1. NextPilot reviewed follow-ups with two advisors, starting with pre-sale reviews.
  2. ThenAdd referral asks once follow-ups work, each approved by the advisor.
Deliberately not
  • Any automated client email
  • A product pitch

Get a blueprint for your firm.

Request a Growth Diagnostic Or start with a conversation

03How we work

A growth company that diagnoses, builds and runs.

Whichever route leads, it becomes an ongoing system we run with your team and answer for. We sell judgment, systems and outcomes, not hours.

  • 01
  • 02
  • 03
  • 04
  • 05
  • Ongoing
Fig. 03 One loop: each step hands its evidence to the next, then around again.
StepYou receiveIn the example: the fintech from 02In the example: the RIA from 02 Illustrative
DiagnoseFindings in plain language.In the example: Priority questions tested across AI assistants; each wrong answer traced to its source.Notes and CRM read with permission; planning signals flagged per advisor.
ProposeThe blueprint, including what to leave alone.In the example: Plan signed off by the head of growth before any work starts.Pilot scope and compliance review path agreed in writing before any work.
BuildWorking systems inside your tools.In the example: Facts corrected on owned pages and directories; the explainer drafted for compliance.Signals connected; each suggested follow-up goes to the advisor, then compliance.
OperateA managed system we run, review with you and answer for.In the example: A monthly review: which answers changed, what compliance approved, what comes next.Each week, advisors approve or decline every suggested follow-up.
ImproveThe next decisions, with the evidence.In the example: Where AI still quotes the old fee, PR targets the sources it cites.Declined suggestions tune what surfaces next; referral asks come once follow-ups work.

In the example, the fintech from 02: 01 questions tested 02 plan signed off 03 facts fixed at the source 04 monthly review 05 PR aimed at AI’s sourcesIn the example, the RIA from 02: 01 notes read with permission 02 pilot agreed 03 follow-ups routed for approval 04 weekly approvals 05 declines tune the next suggestions Illustrative

04Safeguards

Human judgment, by design.

Your people, your clients’ consent and your compliance process stay in the loop.

  1. Authorized data CRM records and meeting notes
  2. A signal surfaces Qubo recommends a next action
  3. Human review Your advisor decides
  4. Compliance review The approved follow-up is checked
  5. The client Reached with consent
Fig. 04 Nothing reaches a client without a person deciding it should.

  • Authorized data only

    Only data you’re permitted to use and have authorized.

  • People decide

    Qubo recommends; your advisors decide what reaches clients.

  • Consent & privacy

    Follow-up respects client consent and your privacy duties.

  • Compliance in the workflow

    Content and outreach go through compliance, not around it.

  • Your existing tools

    We work inside your CRM and transcription tools.

  • No guaranteed results

    No one controls AI platforms. We measure what we can influence.

05Who you’ll meet

Judge us on the first conversation.

Before anything is agreed, you meet the people who would lead your work.

Bring the question you most want answered.

Talk to Qubo
[Full name] [Role at Qubo] [One line of relevant, verifiable background]

[Founder’s note, 60–90 words, in your own voice: why Qubo exists and what you would tell a firm before it hires anyone.]

[One sentence you would stand behind.]

  • [Full name]

    [Role at Qubo]

    [One line of relevant, verifiable background]

06Questions

Straight answers.

Something else on your mind? Ask it in the first conversation.

Talk to Qubo
How is a conversation different from a diagnostic?

A conversation commits you to nothing. A diagnostic is scoped and agreed before it starts, and ends in a written blueprint.

What data do you use, and does anything reach clients automatically?

Only data you authorize, such as CRM records and meeting notes, inside the tools you already use. Nothing reaches a client without advisor approval.

Is Qubo an AEO / GEO agency?

No. AI visibility is one of two routes; the other grows the clients you have. Both run as managed systems, chosen by diagnosis.

Is this only for wealth managers?

No. Independent RIAs and wealth-management firms with several advisors, and fintechs of roughly 20 to 200 people.

Why are there no client logos or results on this page?

Qubo is early, and we won’t invent them. Every example here is labelled illustrative. Judge us on the first conversation.

Do you guarantee results?

No. No one controls AI platforms. We measure what we can influence and report it plainly.

07Talk to Qubo

Start with a conversation, or with a diagnosis.

Tell us what you want to grow.

What happens next

  1. A person reads your note and replies.
  2. You meet the people who’d lead your work.
  3. Nothing starts until you agree the scope.

Prefer email? [address · for Gino to confirm]

How would you like to start? Compare

A candid talk about your growth, with no commitment beyond this conversation.

A scoped review of your market, your AI presence and data. It ends in a blueprint.

Which clients to grow? Optional

Used only to reply to you.

Design mockup: this form does not send data.

Compare the two ways to start

A first conversation

What it is
A candid talk about your growth.
Who takes part
Your leaders, and the Qubo people who’d lead the work.
You bring
Questions and context.
You leave with
An honest outside view.
Commitment
None beyond the conversation.

A Growth Diagnostic

What it is
A scoped review of your market, AI presence and data.
Who takes part
Your leaders and people close to clients, with the same Qubo team.
You bring
Some time, and data you authorize.
You leave with
A blueprint: what to do, in what order, what not to do.
Commitment
Scoped and agreed before it starts.