Social AI
Every social account in one place
Generate posts with AI, schedule across platforms, and track engagement — all without switching apps.
Explore Social AIBuilt for Advisors
AI-powered growth for modern Financial Services
Get more reviews, connect effortlessly with clients, and grow your financial services firm with the leading AI-driven tool built exclusively for the work you do.
+927%
Search visibility
Real results
Improve Google rankings, generate more reviews, and drive qualified traffic.
0%
Average increase in reviews
0%
Boost in search visibility
0%
Rise in website traffic
Listings AI
Rank higher on Google and everywhere clients search.
Manage business listings across Google, Apple Maps, Facebook, Yelp, and 100+ directories. Keep info accurate, improve local SEO, and get discovered by more clients.
Learn more about Listings AIOne platform
Everything financial services need to own local search.
Inbox AI
One inbox for every message
Texts, social DMs, email, and chat — answered from a single dashboard with AI-drafted replies.
Explore Inbox AI
Chatbot AI
Convert visitors with an AI agent
24/7 chatbot that answers questions, captures leads, and books appointments while you sleep.
Explore Chatbot AIIntegrations
Works with the financial services tools you already use.
Plug SocialNex into the financial software you already use to automate review requests, client outreach, and revenue-focused workflows.
QuickBooksEncompass CRMZoho CRMCloverSquareSalesforce Financial Cloud+ 3,000 more
Send invoices and collect payments from anywhere.
Let clients pay instantly with Apple Pay, Google Pay, cards, or secure links sent by text or email.
See PaymentsWorks with the rest of your stack.
CRMs, scheduling, payments, and marketing tools — SocialNex slots in without rebuilding what's already working.
Yes. Upgrade or downgrade from your account settings at any time. Upgrades take effect immediately with prorated billing. Downgrades take effect at the end of your current cycle.
Automated content generation, sentiment analysis, predictive trend forecasting, and optimal posting time recommendations. Higher tiers include deeper audience segmentation and custom AI training models.
Social impact is core to what we do. Registered non-profits get 40% off every plan. Contact support with your documentation to apply.
Security is our top priority. AES-256 encryption at rest, TLS in transit, GDPR compliant, and SOC2 certified.
Ready to grow?
Win more clients. Stress less.
Join 9,000+ financial services using SocialNex to win more reviews, climb local rankings, and put their marketing on autopilot.