Capture every inquiry, even after the office closes
DomeChat™ qualifies planning questions, collects the details your team needs, and books consultations 24/7 so high-intent prospects do not sit in a contact form overnight.
Most new clients reach out when your office can't answer
Someone inherits on a Saturday. A pre-retiree decides on a Tuesday night. People look for a wealth advisor the moment a decision window opens, not between nine and five. They land on your website, and if no one answers, they keep looking.
And once they reach out to a few firms, the firm that responds first is more likely to win the client. It isn't the firm with the most experience that wins, but the one that answered.
DomeChat™ makes your firm the one that answers. It greets every visitor in seconds, any hour of any day, so the next client who finds you at midnight talks to you first.
Here's how DomeChat™ answers for you. Learn More
of affluent prospects expect a response within 24–48 hours.3
If your site can't answer quickly, those inquiries often go to the next firm on the list.
of buyers choose the firm that responds first.9
Answering in seconds, even at 2 AM, puts you ahead before a competitor calls back.
Here's how DomeChat™ answers for you. Learn More
A warm greeting for every visitor, even at 2 AM
When someone lands on your website, DomeChat™ helps them get answers right away.
It can explain your services, answer common questions, and guide visitors toward the right next step, even after business hours.
The experience feels natural because DomeChat™ is built around your firm, your services, and the way your team communicates. Visitors get helpful answers and a clear next step instead of a stiff form or a generic “we'll get back to you.”
It also stays available after hours. Nights, weekends, and holidays, your website can keep answering questions, collecting inquiries, and helping potential clients move forward.
Greets every visitor within seconds, any hour of any day.
Answers common questions about your firm in plain language.
Speaks in your firm's voice, warm and professional, never robotic.
It asks the right questions for the engagements you take
A 401(k) rollover and a portfolio-construction question call for very different conversations. DomeChat™ knows the difference because it is built around your firm's services, so it asks the right questions in the right order for each kind of engagement.
It gathers the details you'd want before a first call: goals, timeline, household context, and how to reach them, the same way a strong client-service coordinator would.
Then it guides each visitor toward the right next step, whether that means booking a consultation, requesting a call back, or sending an inquiry to your team.
Questions tuned to your services: retirement, investments, estate & trust, and more.
The details you'd want before a first call, gathered with care.
A clear next step for the visitor: book a time or request a call back.
Every conversation reaches you right away
Every DomeChat™ conversation becomes an organized inquiry your team can actually use.
You see the visitor's name, contact details, what they asked about, and what they may need help with. When someone shares their information, your team gets notified by text or email so follow-up can happen quickly.
Each inquiry is stored in one place, instead of being scattered across voicemails, email threads, forms, and notes from the front desk.
Name, phone, email, and the story, saved from every conversation.
A text and an email to your firm the moment a lead comes in.
Every lead in one organized place, so nothing slips away.
Advisors who respond same-day book 80% of intro appointments vs. 25% after 24 hours.21 Your firm can answer in seconds, even at 2 AM.
DomeChat™ comes built into every WealthDome™ website. We set it up, train it on your firm, and keep it sharp, so every visitor gets an answer and every lead reaches you.
What's built-in.
DomeChat™ isn't an add-on you have to configure. It comes with your WealthDome™ website, trained on your firm and working from day one, all part of your monthly plan.
Always on
DomeChat™ answers every visitor, day and night, including weekends and holidays.
Sounds like your firm
Warm, professional conversations in your firm's voice, never robotic.
Trained on your services
It knows the kinds of engagements you take (retirement, tax, estate, investments) and asks the right questions for each.
Instant notifications
The moment someone shares their details, your firm gets a text and an email.
Every chat becomes a lead
Name, contact info, goals, and timeline, organized and ready for a substantive first call.
No setup for you
We build it, train it, and tune it. It comes ready with your WealthDome™ site.