Turn your expertise
into client trust.
InsightSender generates professional white papers, blog posts, market updates, client emails, and social posts tailored to your voice. Automate your outreach without losing your personal touch.
Growth
+24.5% / mo
Seamlessly integrates with your tech stack
Automate your authority.
Stay top-of-mind with clients and prospects without spending hours writing. We handle the content so you can focus on advising.
Expert Content & AI Images
Clients chose you for your perspective. Our platform replicates your professional tone for market notes and tax strategies.
Includes AI-generated photos tailored to your content directly in the platform.
Never Miss a Touchpoint
Generate a Calendar of Industry-Relevant Events so you can reach out when it matters most.
AI-powered SEO planning helps you build on existing content, target the right keyphrases, and suggest internal links automatically.
Year-End Tax Prep
Email CampaignQ1 Market Outlook
Social SeriesRetirement Planning
Blog PostSocial Growth
Publish compliant updates to all your social media channels, including LinkedIn, Facebook, X, and Instagram.
Compliance Ready
Approval Workflows and Compliance Dashboard Designed for your Compliance Officer.
Strengthen client
relationships.
Don't just send emails—build trust. See which topics drive website visits and how your emails perform with open and click rates, so you can prioritize what resonates.
- Track website traffic tied to your content
- Monitor email open and click rates
- Understand which topics drive engagement
Simple, transparent pricing
Personalized to your firm voice and optional advisor author voice. Every plan includes AI drafting, AI editing, and AI image generation.
Email Starter
2 emails
$300 one-time onboarding setup
Get Started- Personalized drafting mirrors company + advisor voice
- Edit with AI (full draft or selected text)
- AI featured image generation (photorealistic)
- Optional web-sourced mode with inline links
- Compliance review workflow
Email Pro
4 emails
$300 one-time onboarding setup
Get Started- Personalized drafting mirrors company + advisor voice
- Edit with AI (full draft or selected text)
- AI featured image generation (photorealistic)
- Optional web-sourced mode with inline links
- Compliance review workflow
Content Starter
2 articles + 2 emails + social
$300 one-time onboarding setup
Get Started- Personalized drafting mirrors company + advisor voice
- Edit with AI (full draft or selected text)
- AI featured image generation (photorealistic)
- Optional web-sourced mode with inline links
- Social posts (all channels)
- Compliance review workflow + WordPress publishing
Content Pro
4 articles + 4 emails + social
$300 one-time onboarding setup
Get Started- Personalized drafting mirrors company + advisor voice
- Edit with AI (full draft or selected text)
- AI featured image generation (photorealistic)
- Optional web-sourced mode with inline links
- Social posts (all channels)
- Compliance review workflow + WordPress publishing
Monthly Bonus Included
In addition to your personalized limit, every plan receives +1 generic email. Content plans also receive +1 generic article.
*For our Marketing Suite products, 2,000 contacts are included with Starter Plans and 3,000 with Pro Plans. Uploaded email addresses may be subject to verification to protect your domain reputation.
Ready to scale your client outreach?
Join thousands of financial professionals who are saving time and building trust with InsightSender.