Prospect intelligence for financial advisors

Know exactlywhat will closeeach prospect

Winslow analyzes every call and uncovers what truly drives each prospect: what they fear, what they want, and what it takes to win them. Then hands you the exact playbook to close them.

Start your free trial How it works

AI CoachChat with call data

Reviewed calls

Ask Winslow About Your Calls

Find the exact quote, next step, objection, or deal risk hiding in recent conversations.

Prepare me for my call with Carolyn R.

Thinking

Pick the right workflowConnect call sourcesSearch call dataMatch playbooks

Pre call scripting agentNext call script

Upcoming stageDecision callScorecardClose readinessGenerated fromTranscript

Opening frame

Last time you said you just need to know you will not run out. I want to start there.

Reframe the concern

Bring back the tax concern in her own words before you present the plan.

Lead with certainty

Frame the recommendation around guaranteed income first, not growth.

Does it feel good to lock this in before year end?

What to say next

Winslow AI Coach receives a question about Carolyn R. and composes a next call script with opening language, reframe guidance, and the close.

Trained on thousands of real advisor sales callsand built to work with the tools you already use

Teams

Built for modern advisory teams

Independent RIAs

Hybrid Advisors

Wealth Management Teams

Family Offices

Insurance & Annuity Advisors

Financial Planning Firms

IMOs & FMOs

Advisor Networks

How it works

Every call, read by a team of agents.

Winslow's agents read the transcript, profile the prospect, and turn it into a scorecard, a coaching report, and the exact next step.

Transcript sources

Agent Network

Head Orchestrator

Process Agent

Discovery Agent

Analysis Agent

Closer Agent

Objection Agent

Final analysis

Deal analysisCall scorecardCoaching reportNext step plan

Pricing

Simple pricing for focused teams

Start free for 7 days, then $99 a month. Cancel anytime.

Winslow Coach

$99 / month

Everything you need to know what closes each prospect.

A profile of every prospect: type, drivers, and fears
The exact way to close each person
Their pain points, in their words
Tailored scripts and objection handling
Every call scored, with the why
An AI coach trained on your calls

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Enterprise

Custom

For advisory firms that need integrations, reporting, and team rollout.

Transcript platform integrations
Custom agent workflows
Manager dashboards
Team onboarding support

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