Qualify agents screen financial product leads for compliance in real-time, routing high-net-worth prospects to advisors with zero regulatory risk.

Apogee's advisors were drowning in inbound leads — wealth management prospects expected same-day responses, but the team's manual intake process averaged 36 hours just to qualify a prospect. Worse, every conversation had to be logged for SEC and FINRA compliance, which meant reps spent more time documenting calls than having them. High-intent leads were ghosting before an advisor could call back.

Konvrt deployed Qualify and Closer side-by-side, with a custom compliance wrapper that auto-logs every interaction to Apogee's surveillance platform. Qualify runs a dynamic suitability questionnaire, scores prospects against Apogee's ICP, and routes qualified leads straight to the right advisor's calendar. Closer handles objection-heavy follow-ups with pre-approved disclosure language.

Rollout took 11 days. The first week was spent with Apogee's compliance team red-lining agent scripts and training Qualify on their suitability matrix. By day 10, Konvrt was live on their main advisor landing page and the client portal. Existing advisor workflows in Redtail CRM were untouched — agents push structured notes in, humans approve outbound.