Market Engagement
Overview
Showing up in the places where your prospects are already asking questions is one of the highest-leverage things an advisor can do, and one of the hardest to actually sustain. Reddit threads, public Facebook groups, niche forums — these are where real questions surface in real time, and most advisors either don't have the bandwidth to monitor them or worry about the compliance exposure of replying.
The Market Engagement AI Agent monitors the communities where your niche lives and surfaces high-intent questions as they appear. When it finds one, it drafts a concise, value-dense reply that directly answers the question and links to a compliance-approved resource from your own content library — an evergreen page, a long-form guide, a relevant primer. The standard disclosure is appended automatically.
Nothing posts without human review. Every drafted reply lands in a centralized database with the original question, the source URL, and the recommended content link. You review, edit if needed, and post the comment under your own account so the credibility stays with you, not with an automation. Over time, the questions that come through also become a feed of content ideas — if the same question keeps showing up, that's a brief waiting to be written.
This is how you show up consistently in the places where prospects are already looking for help, without spending hours a day in Reddit threads and without the compliance team flagging anything.
Example Build
In a public Facebook group for US expats moving abroad, a member asks about PFIC pitfalls in local funds. The agent captures the post in the content database and drafts a brief, neutral reply explaining that PFICs can cause punitive taxation and additional Form 8621 reporting, links to the firm's "PFIC Basics for US Expats" primer, and inserts the standard disclosure.
The drafted reply waits in the database for human review. The advisor or marketing lead opens the record, confirms the language is right, and posts the comment under the advisor's own account in the group. The original question, the resource linked, and the published reply are all archived for compliance.
System Audit
We map the communities where your niche actually asks questions — Reddit, Facebook groups, public forums — and identify the high-signal threads worth monitoring. From there, we define the compliance-approved resources the agent can link to, the disclosure language it must include, and the topics it should never engage on.
Service Integrations
We connect the agent to the monitored sources, build the question-detection and reply-drafting logic, and route every draft to a centralized review database. Approved replies link back to your owned content, the standard disclosure is appended automatically, and everything is archived for compliance.
Training & Handoff
You'll know how to review and edit drafts, post replies under the right account, and update the resource library and disclosure language as your content and compliance requirements evolve. The agent surfaces questions and drafts responses — you stay in control of what actually gets published.
Post-launch results
The amount of time that was perviously spent manually completing tasks for each new lead to prospect to client conversion.
The number of tasks that are now done automatically through integrations and automations.
