The Future of Banking CRM

Automate Client Outreach.
Skyrocket Your Sales.

Aubaso automates CRM processes by instantly sending AI-driven, highly personalized portfolio info and recommendations directly from your banker's real phone number to the client.

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User User User
★★★★★ Trusted by 500+ Bankers
Aubaso CRM Dashboard
Message Sent via SMS
"Hi Sarah, your portfolio is up 12%. Check out this new customized AI recommendation to reach your $100k savings goal faster." - Marcus, Your Banker

Why top-performing bankers choose Aubaso

Build lasting relationships at scale without the soul-crushing manual data entry and copying/pasting emails.

Banker's Mobile Delivery

Information is sent directly to the client's phone via SMS or WhatsApp from the designated banker's actual phone number, ensuring high open rates and personal touch.

AI Personalization

Our intelligent engine analyzes client portfolios and automatically suggests highly tailored products, adjustments, and savings goals that convert.

Increase Conversion

By hitting clients precisely when they need it most with context-aware recommendations from a trusted number, sales soar up to 34% in the first quarter.

How Aubaso Automates CRM

01

Sync Portfolio Data

Connect your existing bank mainframe securely. Aubaso pulls real-time data including balances, credit scores, and transaction history.

02

AI Generates Insights

The AI engine instantly identifying cross-selling opportunities (e.g. customized investment plans) for each specific customer.

03

Automated Personal Outreach

Aubaso drafts a human-sounding message and automatically texts it to the client from their assigned banker's phone number.

Seamless Integrations

Aubaso acts as the intelligent bridge between your core banking mainframe and your client's mobile device.

Core Banking Systems

(Fiserv, Jack Henry, Custom SQL)

Aubaso AI Engine

(Analysis & Decisioning)

Client Communication

(SMS / WhatsApp API)

Simple, transparent pricing

Scale your automated outreach and increase conversion margins with a plan tailored to your institution's size.

Boutique Firm

For small advisory teams

$699/mo
  • Up to 5 Banker Seats
  • 5,000 automated SMS/mo
  • Standard AI Models
  • Basic CRM Integration
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Most Popular

Regional Bank

For growing institutions

$1,499/mo
  • Up to 25 Banker Seats
  • 50,000 automated SMS/mo
  • Advanced Portfolio AI
  • Advanced Data Syncing
  • White-glove Onboarding
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Enterprise

For national banks and large firms

Custom
  • Unlimited Seats
  • Dedicated WhatsApp APIs
  • Custom AI Model Training
  • On-premise Deployment
  • 24/7 Priority Support
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Our Story

Built by bankers, for bankers.

Aubaso was born out of frustration. Our founders spent years in private wealth management, watching brilliant advisors waste 40% of their day manually auditing client portfolios and sending identical "personalized" check-in texts one by one.

We realized that while high-net-worth clients crave the 1-on-1 human touch of their designated baker, the data analysis and delivery mechanism could be entirely automated by AI. We built Aubaso to act as an exoskeleton for the modern banker—allowing them to manage hundreds of clients with the bespoke care of five.

$2.4B+

Assets Analyzed Daily

34%

Average Upsell Increase

18 hrs

Saved per Banker/Week

12+

Banking Integrations

Ready to transform your client relationships?

Join hundreds of forward-thinking financial institutions using Aubaso to increase sales and automate the grunt work.

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