Our Products

Enterprise software for financial professionals.

Flagship software for financial services professionals in the USA, UK, Canada, and Australia — from AI prospect intelligence to Clientrow CRM built for advisory workflows.

Explore Clienset Explore Clientrow

Built for financial services

2Flagship products

AIProspect intel

CRMPipeline & ROI

100%Compliance ready

Exclusive focus

Only for financial services professionals

USA · United Kingdom · Canada · Australia — not a generic B2B agency.

USAUnited States
UKUnited Kingdom
CACanada
AUAustralia

Clienset AI

Clientrow CRM Life-event intel AI playbooks Advisory CRM Compliance-ready ROI modelling

Products in motion

Clienset to Clientrow — one stack.

A product-only reel that moves from AI prospect intelligence into advisory CRM surfaces.

Product interfaces

Two products. Two distinct surfaces.

Unique UI-led multimedia for Clienset and Clientrow — so each product has its own visual identity.

Clienset AI prospect intelligence interface

Clienset — AI acquisition

Life-event intel, scored prospects, and AI outreach playbooks for financial professionals.

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Clientrow — premium CRM

Pipeline, meetings, and ROI modelling built for regulated advisory workflows.

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Flagship suite

Two products. One acquisition engine.

Clienset finds high-intent prospects at life-event inflection points. Clientrow runs your pipeline, meetings, ROI modelling, and reporting — so every conversation converts with credibility.

AI Acquisition Invite-Only

Scaleyes Clienset

Turn life events into high-intent prospects.

Clienset monitors promotions, layoffs, acquisitions, and liquidity events — then delivers scored prospects and AI-crafted outreach playbooks built for compliance-conscious advisors. Stop cold-calling. Start connecting when prospects are most receptive.

4Trigger types

24/7Intelligence feed

AIPlaybook engine

MultiTenant SaaS

Core capabilities

Trigger-based intelligence from trusted public sources
Four-stage AI outreach playbooks — connection, booking, follow-up, retention
Compliance-first design — no product recommendations or performance promises
Smart prospect search with CSV, XLSX & PDF export
Analytics dashboard with audit logs and role-based access

Independent RIAs Wealth Managers Financial Planners Enterprise Teams

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Premium CRM Self-Service

Scaleyes Clientrow

Win more clients with a CRM built for advisers.

Clientrow is self-service CRM software for advisers and insurance providers. Run your own pipeline with a 360° client view — pipeline, meetings, ROI modelling, and branded reports in one secure cloud platform. Your data stays in your account.

360°Unified view

24/7Cloud PWA

PDFBranded exports

RBACRole control

Core capabilities

Acquisition-focused modules — setup, pipeline, meetings, ROI & reporting
Built-in ROI modelling and professional PDF exports for client meetings
Weekly and monthly report structures for KPIs and action plans
Enterprise authentication, JWT session hardening & invitation flows
Admin-only user management with live account enforcement

Financial Advisers Insurance Providers Advisory Practices Compliance Teams

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How Clienset works

From signal to conversation.

Clienset ingests news, press releases, and corporate filings every four hours — deduplicates, scores for wealth and intent, then surfaces actionable prospects in your dashboard.

Step 01Ingest & detect triggers

Step 02Score & rank prospects

Step 03Generate AI playbooks

Step 04Save, export & act

See the surfaces

What you operate after purchase.

Buyers close faster when they can picture the daily tools — not just feature lists.

Flagship focus

Clientrow is the close surface - pipeline, meetings, ROI modelling, and branded PDFs.

One stack

How the products work together.

Clienset to Clientrow product handoff diagram — **Handoff map** Find & qualify in Clienset → run & close in Clientrow. One acquisition story for the buyer.

Integrated ecosystem

Designed to work together.

Pair Clienset's AI prospect intelligence with Clientrow's pipeline and reporting — so financial professionals treat client acquisition as a system, not a spreadsheet. Enterprise-grade architecture with multi-tenant isolation, audit logging, and role-based access throughout.

Compliance-aware by design

Built for regulated workflows — no generic CRM compromises or risky outreach patterns.

Self-service & secure

You run your own tools. Your data stays in your account with enterprise authentication.

Presentation-ready outputs

From prospect playbooks to branded PDF reports — every touchpoint reflects your credibility.

Flagship product · Clientrow

Clientrow is where deals get closed.

The main product for advisers and insurance providers - pipeline, meetings, ROI modelling, and branded PDFs in one secure cloud surface.

Clientrow workflow Pipeline to meetings to ROI model to branded close materials.

Clientrow enterprise trust controls — **Trust layer** RBAC, JWT sessions, audit logs, and tenant isolation - built for regulated practices.

0°Unified client view

0/7Cloud PWA availability

PDFBranded exports for meetings

RBACRole-based account control

Flagship close moment

The Clientrow meeting that wins the deal.

Unique to Clientrow - prepare, advise with live ROI, present a branded PDF, then move the stage to closed.

Clientrow close room Prep, advise, present, win - the product moment that converts conversations.

See Clientrow in your practice. Visit the product or request a guided demo.

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Wired acquisition path

How prospects move into Clientrow.

Outreach, capture, booking, follow-up, conversion — Clientrow is the operating spine that keeps every lead owned.

Prospect path from outreach into Clientrow and conversion — **Product path** Services and playbooks plug into Clientrow — not the other way around.

Clientrow workflow

Manage. Follow up. Account. Report.

The four operating jobs Clientrow runs for FS practices that need accountability, not another abandoned CRM.

Clientrow operations for lead management follow-up accountability and reporting — **Operations demo** Lead management, follow-up SLAs, ownership, and KPI reporting.

Clientrow is the flagship. See the product live or book a strategy call to map install fit.

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Clientrow walkthrough

A day in the advisory workflow. Inside Clientrow.

Reply to owner to booking to close room — the scenes FS practices recognise as real work, not demo theatre.

Clientrow advisory workflow walkthrough scenes — **Workflow scenes** Capture, book, prep, close, scoreboard — one spine.

See Clientrow as your practice spine. Visit the product or book a fit call.

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Ownership

Your CRM structure stays yours. Even if you pause.

Ready to install the spine? Book a strategy call and map Clientrow into your week-one path.

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Who this is for

Financial services professionals. Four markets only.

Scaleyes works exclusively with FS professionals in the USA, United Kingdom, Canada, and Australia — so messaging, compliance awareness, and operating rhythm stay market-fit.

Scaleyes markets: USA, UK, Canada, and Australia for financial services professionals — **Market focus** Clear ICP. Clear geography. Built to earn trust before the close.

If you serve clients in these markets, book a discovery call and we will map your fastest path to predictable appointments.

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Get started

Ready to run Clientrow in your practice?

Explore the flagship CRM or speak with Scaleyes about demo access and onboarding for advisers and insurance providers.

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Need a walkthrough?

Book a call Schedule discovery call

Email official@scaleyes.com