Athena writes the ads
Athena writes the ads for the advisor. Copy and creative come from the firm’s voice and the claims you already allow.
Ad tech
Athena writes the ads, you review them, and they go live.
A compliance bot reads every asset first. Approved ads publish to Facebook, Instagram, TikTok, Google, LinkedIn, and YouTube. Spend follows people who look like the clients who already fund, and the whole path sits in Mission Control next to the book.
Book a demoHow a campaign runs
We create the ads, a bot checks them, and you decide what ships.
Athena drafts ads in the firm’s voice from approved claims. A compliance bot built for advice marketing reads every asset before a person sees it. You review what passed, revise what did not, and push the approved set to all six platforms at once. Clicks land in the firm-branded wellness app, not in a form.
A compliance bot reads every asset
A custom compliance bot reads every asset. It flags prohibited claims, missing disclosures, and risky phrasing before a person has to.
You review what can publish
You see what passed and what did not. Approve, revise, or hold. Nothing publishes until you say so.
You publish the approved set
The approved set goes to Facebook, Instagram, TikTok, Google, LinkedIn, and YouTube together. Prospects open the firm-branded wellness app, not a form.
Who we bid on
The bidder spends on people who look like clients that already funded.
This is not a demographic average. The bidder uses signals from clients who already funded: who opened the app, who talked to Athena AI, who linked accounts, and who funded. We spend more where those patterns show up.
The bidder uses signals from the book
App opens, Athena AI conversations, linked accounts, and funded clients tell the bidder who is worth more spend.
A custom bidder spends on those signals
Bids follow those signals on Facebook, Instagram, TikTok, Google, LinkedIn, and YouTube. Spend is not a rented age-and-zip audience.
Retarget the ones who did not fund
People who clicked and did not fund get brought back into the same wellness app. The next ad is not a cold start.
The click has a next step
The landing place is the firm-branded app. They can get guidance, then open and fund, on the same record you already supervise.
In Mission Control
You track the whole path next to the book.
Reach, spend, compliance, retargeting, and funded clients sit in Mission Control. You are not running a second media desk. Investing exceptions and ads share one morning.
- See what we created, what the bot flagged, and what you approved
- See spend and reach on all six platforms
- See who came back through retargeting
- See who funded, on the same household record
Mission Control
Create, comply, publish, and measure in one place
The ads, the compliance trail, the bidder, and the funded clients sit next to the rest of the book.
Questions firms ask before they let ads run this way.
Do we still write the ads?
Athena writes them in the firm’s voice from approved claims. You review every asset before it can publish. You can revise or hold anything the bot or you do not like.
What does the compliance bot check?
It is a custom bot for advice marketing. It reads each asset for prohibited claims, missing disclosures, and risky phrasing, then leaves a trail in Mission Control.
Where do the ads run?
Facebook, Instagram, TikTok, Google, LinkedIn, and YouTube. One approved set publishes to all six.
What makes the bidder different?
It uses signals from clients who already funded, not a rented demographic. People who clicked and did not fund get retargeted back into the same app.
Where do prospects land?
In the firm-branded wellness app. They can get guidance, then open and fund. That path is tracked in Mission Control next to the book.
Is ad tech available today?
Talk to us about rollout timing for your book. The rest of the platform already runs the client app and Mission Control those ads land in.