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We specialize in creating customized avatar videos for financial advisors. Using cutting-edge AI, we handle every step from avatar creation to social media posting so you do not have to.
Our avatar video service is a game-changer if you're looking for a scalable way to communicate your value. You can produce an ongoing stream of professional videos without being on camera, coordinating with a film crew, or worrying about editing.
1. We create your avatar
We start by using AI to build a digital version of you, photo- or video-generated. You can choose a standard avatar or one that closely mirrors your appearance, voice, and delivery style.
We guide you through the process, helping you record the required video and audio to produce a hyper-realistic avatar. The result is a video presence that’s always camera-ready and on brand.
2. We generate scripts from your content
You don’t need to write anything. Just share your blog posts, articles, or talking points—we turn them into polished video scripts, tailored to your voice and audience.
3. We create and edit your videos
Using your avatar and the scripts we generate, we produce professional-quality videos. We edit each one to match your branding and preferred tone. Want something educational, persuasive, or light and conversational? We’ll make it work.
4. We post the videos for you
With our social media marketing service, we go one step further. Once your videos are ready, we post them on social media so your audience sees consistent, valuable content without you lifting a finger
You don’t have to appear on camera.You can generate a high volume of videos quickly and affordably.Your video presence becomes scalable and repeatable.You stay top-of-mind with prospects and clients.You gain time to focus on what matters most to you: your clients.Our clients tell us that this service transforms their communication. They love the flexibility, polish, and freedom from traditional video shoots.
Curious what an AI-generated avatar looks like?
Whether you want a full video presence without ever being on camera or need a scalable way to stay top-of-mind, avatar videos offer an innovative and modern solution.
Take a look.
Conversational AI replaces static forms, long email chains, and generic chat widgets with intelligent conversations that move work forward. These AI assistants handle onboarding, client intake, FAQs, and guided interactions across your website, client portal, or internal systems. They ask the right questions, adapt based on responses, and capture structured data in real time.
Each assistant connects directly to your CRM and business tools. Records update automatically. Tasks are triggered without human intervention. Follow-ups happen on time instead of falling through the cracks.
The AI is trained on your materials, workflows, and voice. It reflects how you think, how you speak, and how you serve clients. The result is consistency without rigidity and scale without losing judgment.
For financial advisory and accounting firms, this is especially useful for prospect screening, new client onboarding, and complex intake processes where accuracy, consistency, and auditability matter.
Use cases include prospect qualification, client onboarding, internal knowledge support, and intake workflows that would otherwise require significant staff time.
Real-time AI avatars act as live, on-demand presenters that never need to be scheduled, recorded, or coached. They respond instantly. They speak naturally. They make eye contact. They adapt to the viewer's questions in real time.
These avatars run directly in a web browser and can be embedded on your site, landing pages, or internal tools. Visitors interact with them the way they would with a knowledgeable person, without waiting for a call or watching a prerecorded video.
They are trained on your expertise and deliver information accurately, consistently, and professionally. They do not read scripts. They engage.
For advisory and accounting firms, avatars work particularly well for explaining services, walking prospects through next steps, and answering common questions before a first meeting, reducing repetitive calls while maintaining a professional presence.
This approach is effective for education, onboarding walkthroughs, and high-consideration decisions where clarity and trust matter more than speed.
Agentic systems are AI workflows that act independently instead of waiting for instructions. These systems handle scheduling, email routing, document processing, data extraction, and multi-step workflows across your tools. Once set up, they operate continuously in the background.
They move work from one stage to the next without human coordination. Files get named correctly. Data gets validated. Tasks get completed in sequence.
We also build custom automations across platforms like Sheets, Drive, CRMs, and internal systems to eliminate repetitive work and reduce operational risk.
For financial advisors and accounting firms, this often means fewer handoffs, fewer errors, and smoother client experiences in processes that demand precision and follow-through.
This is not about replacing people. It's about removing friction, errors, and delays from processes that should never have been manual in the first place.
When off-the-shelf software does not fit, custom development becomes a strategic advantage. We build web applications, dashboards, APIs, and backend systems designed around how your business actually operates. Not generic assumptions.
This includes internal tools, client-facing platforms, and data systems that integrate cleanly with what you already use.
We also develop and train custom AI and machine learning models for prediction, classification, and content generation when general-purpose models are not enough.
This work is especially relevant for professional firms whose workflows, data requirements, and security expectations do not align with generic software.
The focus is durability. Clean architecture. Security. Systems that scale without constant rebuilding.
AI only creates value when it is applied intentionally. Consulting and strategy engagements focus on identifying where AI fits, what delivers real ROI, and how to implement systems that are secure, scalable, and aligned with your business goals.
This includes use-case prioritization, vendor evaluation, risk assessment, and roadmap development.
Many advisory and accounting firms come to this work after hearing conflicting claims about AI. The objective here is clarity, separating signal from noise, and building a roadmap grounded in how your firm actually operates.
If you are evaluating AI, questioning vendor claims, or deciding where to invest first, this engagement provides a grounded starting point.
We use SEO and other marketing strategies to create a steady flow of leads for financial advisors and estate planning attorneys
dansolin@ebadvisormarketing.com