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Hear how other high-performers are getting results with Bitsy
From 3+ hours acquiring clients down to minutes
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Easy to implement concepts that will grow your book faster
extra $50,000 in 12 months or less
double your closing ratio with 4 words
immediately add $10,000+ in revenue
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It’s easy to become a world-class advisor with Bitsy
Before Bitsy: Slow manual process, 3+ hour new client enrollment
After Bitsy: 5 minutes to fully enroll new clients, with upgraded SEC level compliance.
Quote: “Before Bitsy, we opened new accounts manually, which could take anywhere from one to three hours. Now we are able to acquire new clients in a matter of minutes! It just works. Highly recommend.”
Before Bitsy: Slow manual process, 7+ hour sales cycle, 2 hour enrollment
After Bitsy: 90 minute sales cycle, 5 minutes to fully enroll new clients, with upgraded SEC level compliance.
Quote: “We built Bitsy just for our firm initially, but then we quickly tripled our book in a few months just by using this process and had to share with our peers.”
Testimonial: I’m familiar with many technologies available to advisors and I think Bitsy is by far the best for practice efficiency. This system makes it easy to engage clients in minutes and without errors. I highly recommend Bitsy to all my advisor clients!
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