AI Marketing Platform for Financial Professionals
Be the Expert Clients Find First.
You know your stuff. Your clients just can't see it yet. Veloent is the AI marketing platform that makes financial professionals visible - with compliant blogs, LinkedIn posts, newsletters, and video scripts generated in minutes.
From invisible to
Visible
Full week of content
Under 1 min
50+
Articles in 30 Days
< 1 min
A Full Week of Content
5
Formats From 1 Topic
SEC, FINRA, CIRO Built In
The #1 challenge
You Know What to Post. You Just Don't Have Time.
After a full day of client meetings, the last thing you want to do is stare at a blank screen trying to write a LinkedIn post. So you don't. Weeks go by. Your online presence goes quiet.
Before Veloent
With Veloent
10 hours
per week, before
10 minutes
per week, with Veloent
The numbers
The Math Speaks for Itself
You don't need an agency. You don't need a freelancer. You need a content engine built for your industry.
Content Agency
$2,000-$5,000
/month
DIY + ChatGPT
$800-$1,600
/month (your time)
Veloent
$47-$97
/month
Think about it
What Would You Do With 10 Extra Hours a Week?
That's the time most financial professionals spend on content creation. Imagine getting it all back.
Meet with more clients
Take Friday afternoons off
Grow your book of business
Be present for your family
"I used to spend my Sunday nights writing posts for the week. Now I batch everything in 30 minutes on Monday morning and focus on what I actually got into this business for: helping my clients."
Early Veloent User
Your brand, not a bot
It Sounds Like You, Not a Robot
Your clients trust your voice. They know how you explain things, the words you use, the tone you set. Generic AI output breaks that trust instantly. Veloent learns your voice and keeps it.
Generic AI Output
Veloent with Your Voice
Your practice, your rules
Built for How You Actually Work
Whether you're at a major institution limited to LinkedIn, or an independent advisor publishing everywhere, Veloent adapts to your practice. Your channels. Your compliance requirements. Your content types.
Wealth Advisors
Retirement planning, market commentary, estate strategy content with SEC and CIRO compliance
See how it worksMortgage Brokers
Rate updates, first-time buyer guides, refinance content with FSRA and state compliance
See how it worksInsurance Agents
Policy education, protection strategies, life event content with RIBO and state compliance
See how it worksFinancial Planners
Tax planning, budgeting guides, goal-based content with CFP and regulatory compliance
See how it worksInvestment Advisors
Market analysis, portfolio insights, investment education with FINRA and SEC compliance
See how it worksRIA Firms
Team content workflows, approval pipelines, multi-advisor publishing with full regulatory coverage
See how it worksContent that fits your world
See What Veloent Creates for Your Role
Every financial segment has different topics, regulations, and audiences. Veloent adapts to yours.
5 Tax-Efficient Withdrawal Strategies for Retirees
"When clients ask about drawing down their portfolio in retirement, I typically walk them through five approaches that may help minimize their tax burden..."
Rate Update: What This Week's Numbers Mean for Buyers
"This week brought some movement in fixed rates. Here's what I'm telling my clients: if you've been on the fence, the window for locking in may be shifting..."
Life Insurance Myths That Could Cost Your Family
"I hear these misconceptions every week. Let me walk you through what I see in practice and why the standard advice might not apply to your situation..."
Compliance as a speed feature
Compliance Shouldn't Kill Your Content Momentum
You're not afraid of compliance. You're frustrated by the bottleneck. By the time your content gets through review, the market moment has passed and your post is irrelevant.
Veloent scans every piece of content against SEC, FINRA, CIRO, and state regulations before you even send it to your compliance team. Fewer revision rounds. Faster approvals. Content that's actually timely.
Live Compliance Scan
Real-time regulatory analysis
One Topic. Five Formats. All Compliant.
What used to take 8 hours now takes under 1 minute. From invisible to visible in three steps.
Enter a Topic
Pick a topic relevant to your clients. Veloent uses your brand voice and industry context.
Choose Your Formats
Veloent generates blogs, LinkedIn posts, newsletters, video scripts, and social captions. Built-in compliance scanning checks for SEC, FINRA, and CIRO issues.
Review, Approve, Publish
Review your content, make edits, and publish. Post to LinkedIn, export PDFs, schedule via your calendar, or route through team approval.
Every Tool Your Marketing Needs
Content creation, client engagement, compliance, and lead generation - all purpose-built for financial professionals.
AI Content Ideas
Never run out of topics. Get personalized content suggestions based on your industry, audience, and trending topics.
72 Industry Templates
Pre-built content templates for your specific industry. Wealth management, mortgage, insurance, and more - instantly start creating.
Content Repurposing
Turn one piece of content into all 5 formats at once. Blog, LinkedIn, newsletter, video script, and social media - all in your voice.
Fact-Check Alerts
AI flags statistics, claims, and data points that need verification. Ensure accuracy before you publish.
Lead Magnet Generator
Create branded PDF guides - retirement checklists, first-time homebuyer guides, tax planning resources - to attract new clients.
Client Communications
Quarterly updates, meeting follow-ups, meeting prep briefs, and milestone messages. Keep clients engaged with personalized, compliant communications.
Team Collaboration
Comments, @mentions, and approval workflows. Route content through compliance review before publishing.
Compliance Audit Trail
Complete audit trail of every compliance scan and fix. CSV export, date filtering, and detailed logs ready for regulatory examinations.
Industry-Specific Compliance for Every Financial Segment
Whether you're a wealth advisor, mortgage broker, insurance agent, or RIA firm, our AI-powered scanner understands your industry's specific regulations and catches violations before you publish.
Compliance Scan
Real-time regulatory analysis
Industry-Specific Compliance Across 6 Financial Segments
Regulatory Coverage
Flags violations before you publish, not after
AI Designed to Minimize Made-Up Content
Generic AI tools often hallucinate statistics and invent sources. Veloent uses 5-layer hallucination prevention to help catch unverifiable claims before you publish.
Input Filter
Blocks risky prompts
AI Constraints
Never invent data
Real-Time Monitor
Stops generation
Fact Scanner
Verifies claims
Export Check
Final review
Generic AI Tools
Veloent
Real Example: Caught Before Publishing
A user tried generating content about retirement planning. Generic AI wrote: "Studies show 89% of retirees wish they'd saved more."
VELOENT FLAGGED: Unsourced Statistic
"89%" detected without citation. Add source or rephrase as "Many retirees report..."
Result: User uploaded source material. Veloent generated accurate, compliant content with proper citations.
Client Tools That Set You Apart
Strengthen client relationships with compliant, personalized communications and turn any content into every format.
Client Communications
Strengthen client relationships with personalized, compliant communications for every occasion.
Quarterly Updates
Personalized market and portfolio update letters with compliance disclaimers
Meeting Follow-ups
Auto-generate compliant follow-up emails with discussion points and action items
Meeting Prep Briefs
Personalized communication playbooks and tailored meeting strategies so you walk in fully prepared
Milestone Messages
Birthday, anniversary, retirement, and life event communications
Content Repurposing
Already have content? Convert any piece into all 5 formats instantly while maintaining topic consistency.
One source becomes five outputs:
Compliance scanning applied to all outputs automatically
Meeting Prep Briefs
Walk into every prospect meeting fully prepared. Enter a name and get a complete meeting strategy with the right talking points, questions, and approach to build rapport from the first handshake.
- AI-generated prospect research and communication strategy
- Custom talking points and phrases tailored to each prospect
- Smart discovery questions and objection responses ready to go
- Complete meeting agenda designed to build trust and close
What You Get
Prospect Profile
Key insights about who you are meeting with
Communication Strategy
How to connect and build rapport effectively
Talking Points
What to say and what to avoid for each prospect
Discovery Questions
The right questions to uncover needs and goals
Objection Playbook
Prepared responses for likely concerns
Meeting Game Plan
Structured agenda to guide your conversation
Personalized Content Ideas
Never stare at a blank page again. Get AI-powered content ideas tailored specifically to your firm, industry, and target audience.
- Ideas based on your brand profile and voice
- Tailored to your industry specialization
- One-click generation from any idea
- Fresh ideas every month based on your tier
Your Personalized Ideas
5 Tax-Efficient Withdrawal Strategies for Retirees
Blog Post, LinkedIn, Video Script
How to Talk to Your Parents About Estate Planning
Newsletter, Social Media
Understanding Market Volatility: A Guide for First-Time Investors
Blog Post, Video Script
AI Marketing Agent
Your complete marketing department powered by AI. Plan, create, approve, publish, and analyze - all from one platform.
Plan
Schedule content
Create
AI generates
Review
Compliance check
Publish
Auto-post
Analyze
Track results
Content Calendar
Plan your content strategy weeks in advance. Drag and drop to reschedule, never miss a posting day.
Approval Workflows
Route content through compliance review before publishing. Track status from draft to approved.
Automated Publishing
Connect your LinkedIn account and publish directly from Veloent. Schedule posts for optimal times.
Analytics Dashboard
Track content performance, engagement metrics, and ROI. See what content resonates with your audience.
SEO Optimization
Built-in SEO scoring and recommendations. Optimize your content for search before you publish.
Event-Triggered Content
Auto-generate content for market events, earnings seasons, and regulatory changes.
Simple, Transparent Pricing
Start with a 7-day free trial on Starter, or get instant access to Professional and Team
Starting at $47/month. Save 25% with annual billing.
Built for Every Financial Professional
Veloent serves the unique marketing needs of every role in financial services, from solo advisors to enterprise RIA firms.
Wealth Advisors
Portfolio commentary, client updates, and thought leadership
Learn moreMortgage Brokers
Rate updates, home buying guides, and FSRA-compliant content
Learn moreInsurance Agents
Policy explanations, coverage comparisons, and client education
Learn moreFinancial Planners
Retirement planning, estate strategies, and tax-efficient content
Learn moreInvestment Advisors
Market analysis, SEC-compliant commentary, and portfolio updates
Learn moreRIA Firms
Team workflows, approval systems, and firm-wide brand consistency
Learn moreSee How Veloent Compares
Frequently Asked Questions
Everything you need to know about Veloent
No. Veloent flags potential violations, but your compliance team has final approval authority. It reduces review time by catching issues before submission.
Upload 3-5 samples of your writing. Veloent analyzes your tone, vocabulary, and style to match your unique voice in all generated content.
Veloent applies five verification layers to every piece of content: input filtering to remove unsupported claims, AI constraints in prompts, an AI verification pass, automated fact scanning against live sources, and an enforcement gate that auto-corrects content before saving. This prevents fabricated statistics, fake citations, and invented regulatory references.
Veloent generates five content formats: blog posts, LinkedIn posts, email newsletters, video scripts, and social media captions. All formats include compliance scanning and brand voice matching on every plan. Professional and Team plans also include content repurposing to convert between formats.
Yes. Generate personalized emails, newsletters, and follow-ups that sound like you wrote them. Perfect for regular client communication, quarterly updates, meeting follow-ups, meeting prep briefs, and milestone messages.
Connect your LinkedIn account to Veloent and publish content directly from the platform. You can generate LinkedIn posts, schedule them through the content calendar, and track engagement, all without leaving Veloent.
Content repurposing lets you take an existing piece of content and convert it into a different format. For example, turn a blog post into a LinkedIn post, a newsletter, or a video script. The repurposed content maintains the same key messages while adapting the tone and structure for each format, and compliance scanning is applied automatically. Available on Professional and Team plans.
Every user gets a unique referral link. When someone signs up through your link and subscribes to a paid plan, both you and the new user receive bonus content generation credits. You can find your referral link in your dashboard settings.
Edit directly in Veloent or use the regenerate feature with different parameters. You have full control over every piece of content before publishing.
Yes. Your content is never shared or used for AI training. All data is encrypted with 256-bit SSL encryption and stored securely. Veloent is Canadian-owned and takes data privacy seriously.
Veloent offers three plans: Starter at $47 per month (20 pieces, 1 brand voice, 7-day free trial included), Professional at $97 per month (60 pieces, 2 brand voices, content repurposing), and Team at $197 per month (unlimited pieces, unlimited brand voices, AI marketing agent, team collaboration). Annual billing saves approximately 2 months. No long-term contracts required.
Yes. No long-term contracts or cancellation fees. Cancel with one click and retain access until the end of your billing period.
Built for Professionals Who Can't Afford Downtime
Your clients depend on you. Your marketing platform should be just as reliable. Veloent runs on enterprise-grade infrastructure with continuous monitoring.
24/7 Error Monitoring
Issues detected and resolved before they impact your workflow
99.9% Uptime Target
Enterprise reliability so your content pipeline never stops
Data-Driven Improvements
Usage insights help us continuously improve your experience
Bank-Grade Encryption
Your content and client data protected with industry-standard security