No Leads. No Customers. No Sales. Fix All 3 Within Seconds With Our Lead Generation App

For any sales funnel, lead generation is crucial to business growth. At Fisco, we've created a seamless two-app ecosystem that makes capturing and converting leads effortless for financial advisors.

Two Apps, One Powerful System

Our lead generation and capture process utilizes two specialized applications working in perfect harmony:

1. Fisco Customer App - For lead capture and financial planning
2. Fisco Pro Sales Funnel App - For lead management and advisor workflows

Advisors can generate qualified leads effortlessly by simply sharing a referral link through social media or other channels. Once captured, leads automatically appear in the Fisco Pro Sales Funnel App, with advisors receiving instant notifications through push alerts and chat messages.

The Lead Generation Journey: Step by Step

1. Share Your Referral Link

Advisors distribute their unique referral link across social media platforms, email campaigns, or direct messaging.

Image shows Advisor referral link shared on whatsapp.

2. Seamless Customer Onboarding

When customers click the referral link, they're directed to download the free Fisco Customer App compatible with their native platform—Android or iOS.

To download Fisco Customer app, Android and iOS

3. Customer Registration and Financial Planning Questionnaire

New users register by providing essential information required for comprehensive financial planning. During onboarding, customers complete a detailed Financial Planning Questionnaire that establishes the foundation for their personalized financial strategy.

5. Qualified Leads Delivered

Advisors receive only pre-qualified leads who have completed the initial financial planning process, ensuring every lead is ready for meaningful engagement.

Powerful Automated Financial Insights

The Fisco Customer App collects and analyzes critical financial data including:

• Income & Expenses - Complete cash flow picture
• Assets - Current financial position
• Age & Retirement Age - Timeline planning
• Number of Children - Education and marriage funding requirements

Based on this real data, the app automatically performs:

• Budget Reality Check - Ensuring financial sustainability
• Education & Marriage Funding Analysis - Future goal planning
• Retirement Funding Projections - Long-term security assessment

These automatic calculations provide financial advisors with deep, actionable insights to make informed recommendations aligned with each customer's insurance and investment needs.

Professional-Grade Financial Planning Reports

Advisors receive detailed, professionally formatted Financial Planning Reports that highlight the most critical insights:

• Actual annual income versus expenses
• Fund requirements for all forecasted financial goals
• Gap analysis and opportunity identification

This comprehensive view eliminates the advisor's burden of manual calculations, enabling them to deliver timely recommendations and efficiently manage multiple customers simultaneously—sometimes within seconds.

The Fisco Method: A Paradigm Shift

The Fisco Method represents a complete transformation from conventional financial advising. Instead of relying on generic assumptions and rough estimates, our platform enables:

• Data-Driven Planning - Based on real customer information
• Accurate Calculations - Precise projections you can trust
• Healthy Financial Outcomes - Meaningful, achievable goals
• Transparent Methodology - Clear insights for both advisors and customers

[SHOW BUDGETING RESULT AND RETIREMENT RESULT]

This shift from assumption-based advising to data-driven financial planning creates healthier advisor-client relationships built on accuracy, transparency, and mutual trust.

Get Started Today

Transform your lead generation process and elevate your financial advisory practice with Fisco's intelligent two-app ecosystem. Start capturing qualified leads and delivering professional financial planning services that truly make a difference.

Ready to revolutionize your sales funnel? Share your Fisco referral link today.

App links for Android download here and for iOS download here