RightMessage
Lead generation for financial planning firms

Stop sending every financial-planning prospect to the same generic consultation page.

RightMessage uses the campaign that brought someone in, pages they viewed, answers they shared, and supported known-contact data to change the planning copy, proof, form, resource, or consultation CTA they see—while your CRM, adviser, scheduler, and compliance process keep owning what happens next.

Book a demoStart a 14-day trial

Best suited to established financial planning firms with meaningful website traffic, distinct planning interests, and more than one useful consultation or educational path.

Success story
“You can survey your website visitors, get information about them, launch that survey quickly, and then sync that data back to your specific CRM. It's the only off-the-shelf company I've come across that solves the segmentation problem. The main feature we've used is the lead capture tool, and then using the information we collect to change the copy on the website so that the right user sees the right copy on the website.”
EEd M.Economist, G2 reviewer
3 financial planning growth plays

Keep the planning context, ask what's useful, and show a relevant next step.

Each play starts with context a prospect can recognize, changes something concrete on your website, and hands the visitor into the consultation or education process your firm configured.

Play 1 · Campaign to page

Keep the promise from the campaign on the page.

Use UTM, referral, or page context to carry a retirement-planning, business-owner, or investment-planning interest into the headline, supporting copy, relevant proof, CTA, form prompt, and planning-context field. That's website personalization without maintaining a separate page for every campaign.

See how campaign-matched pages work
Northstar Planning

Prepare for a more usefulinvestment-planning conversation

Review the firm’s investment-planning process, relevant proof, and educational resources before choosing a next step.

Investment-planning process and resources

Tell us what you want to explore

Email addressInvestment-planning contextExplore investment planning
Play 2 · Ask and route

Ask enough to route the next step—not to impersonate an adviser.

Use marketer-defined questions about the prospect's primary goal, timeframe, current relationship, and preferred next step, then route them to your existing consultation form, scheduler, or relevant educational guide. Your firm still handles advice, fit, conflicts, identity, compliance review, and client acceptance.

Explore branching questions and configured routes
Flows/Financial planning enquiry
Publish 0 changes
TriggerFinancial planning enquiry
80%
Open flow map
Play 3 · Continue the relationship

Stop showing known prospects the first-visit pitch.

Combine returning-interest signals, prior answers, and supported lifecycle fields from your CRM so a visitor sees relevant planning content, a continued enquiry or pre-meeting resource, or an existing-client next-stage CTA. Define the configured audience once, then use supported integrations to bring eligible data in or sync configured context out.

See how reusable audiences work
Personalizing:northstarplanning.com
AcmeGet started

Make a clearer plan for your retirement income.

Show retirement-planning guidance, proof, and the next resource or conversation that fits the page they viewed.

Explore retirement planning
Retirement-planning guidance
Start smaller than a redesign

Ready to turn more financial planning traffic into useful next steps?

We’ll help you map one audience, one useful on-site change, and the consultation or resource goal to measure before you expand.

Start a 14-day trialBook a demo
Success story
“RightMessage gave me x-ray vision into my email list. It allowed me to learn exactly who is on my email list, what they need help with, and what's important to them. These insights have already helped me increase profitability. And the personalization feature has helped me increase sales, as well.”
CChris O.Owner, G2 reviewer
A configured audience, not a financial record

Use planning context on-site, then hand it back to the systems that own the relationship.

This illustrative audience combines retirement-planning page visits, campaign context, a declared planning goal, and supported consultation status. RightMessage can change the website, popup, form, and next step, then sync configured context to your ESP or CRM for the firm's existing follow-up.

Audience definition

UTM campaign

utm_campaign includes 'retirement_planning'

Reusable audience

Illustrative configured audience: Retirement-planning prospect

Website personalization

Show configured retirement-planning content

Illustrative on-site experience

Explore retirement-planning guidance and the next useful step.

Explore retirement planning

This is an illustrative, marketer-configured path. Identification methods and available fields vary by supported platform and configuration. RightMessage changes the on-site experience and syncs configured context; it does not give investment, tax, or retirement advice, make recommendations, determine suitability, perform KYC/AML or compliance review, approve clients, or replace CRM, scheduling, planning, or recordkeeping software. Those systems and the firm remain the source of truth for the records, decisions, and processes they own.

Data integrations + site compatibility

Enhance, don’t replace, your current stack.

RightMessage connects directly to your ESP or CRM data, then runs on the CMS, website builder, framework, and landing pages you already use. There are no pages to rebuild, DNS records to update, or systems to replace.

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Ready to personalize?

Ready to make your financial planning website more useful to every prospect?

Grab a demo with one of our product experts to map one planning audience, a more relevant website experience, and the consultation or resource goal you want to measure.

Book a demoStart a 14-day trial
Common questions

What financial planning firms usually want to know first.

RightMessage personalizes the website journey and syncs configured context. It does not replace the firm's adviser, compliance, CRM, scheduling, planning, or recordkeeping processes.

Does RightMessage replace the financial planning website, CRM, or adviser?+

No. RightMessage works with the website you already run, changes selected on-site content for configured audiences, and can sync supported context. Your CRM, adviser, scheduler, planning software, compliance process, and recordkeeping systems keep owning the records, decisions, and work they were built to handle.

How can it know what a prospective client is planning for?+

You can configure audiences using the campaign or referral that brought someone in, pages they viewed, answers they gave in a RightMessage flow, and supported data associated with a known contact. You choose the rules, the fallback experience, and which planning copy, proof, form, resource, or call to action each audience sees.

Can it ask lead-qualification questions before a consultation?+

Yes. You can ask a short set of marketer-defined questions about a prospect’s primary goal, timeframe, current relationship, and preferred next step, then route them toward an existing consultation form, scheduler, or educational guide. The firm still handles advice, fit, conflicts, identity, compliance, and client acceptance.

Does RightMessage make financial recommendations or suitability decisions?+

No. RightMessage does not give financial, investment, tax, retirement, insurance, or portfolio advice; make recommendations; determine suitability; perform KYC/AML or compliance review; or approve clients. It personalizes the on-site experience and follows marketer-configured routes.

Can different visitors see different forms, popups, proof, or resources?+

Yes. A configured audience can see different planning copy, verified proof, forms, popups, educational resources, and consultation calls to action based on campaign context, pages viewed, prior answers, and supported known-contact data. Every visitor still has a defined fallback experience.

Can known prospects and existing clients see different next steps?+

Yes, when supported lifecycle or client-status data is available. A known prospect can continue an enquiry or see a useful pre-meeting resource without repeating questions, while an existing client can see a next-review or plan-stage action instead of the generic first-visit pitch. The firm’s existing adviser and client processes stay in place.

Does it work with the firm’s existing website and supported ESP/CRM?+

Yes. RightMessage runs on the firm’s existing website and can use or sync fields, tags, lists, and other context exposed by supported ESP/CRM connections. Available identification methods and fields depend on the platform and configuration; the firm’s CRM and other record systems remain the source of truth.

How are personalized consultation/resource paths measured?+

Configure the on-site click, pageview, form submission, or custom event that represents the consultation or resource goal, then compare the personalized experience with the regular page. Use RightMessage to evaluate the configured website path and the firm’s CRM or analytics systems for downstream reporting they own.