Scalable Client AcquisitionInfrastructure for your Firm.
Eliminate manual prospecting, screen out unqualified pipeline, and automate follow-ups so your firm can focus on closing AUM, GCI, and commercial deal flow.
As featured and trusted by industry leaders
Metrics That Matter
Deploying our AI infrastructure drives immediate, measurable improvements across all key performance indicators for financial services firms.
64%
Cost Efficiency
Average reduction in Customer Acquisition Cost (CAC) through algorithmic targeting.
10x
Time Efficiency
Faster lead qualification and routing using autonomous AI agents.
40%
Deal Velocity
Shorter sales cycles due to hyper-personalized, automated follow-ups.
2.5x
Conversion Lift
Increase in lead-to-appointment booked rate compared to traditional SDRs.
Core Modules
We deploy three distinct acquisition modules for financial services firms. Our flagship Database Reactivation module operates purely on performance, while our Outbound and Advertising modules are deployed as paid enterprise infrastructure.
AI Database Reactivation
Performance BasisB2B Outbound
Paid InfrastructurePublic Advertising
Paid InfrastructureOur Services
At HTFS, we build AI tools that work like high performing team members, automating admin, generating leads, analysing data, and unlocking growth across every department. From workflow automation to custom built AI agents, we design tailored solutions that help businesses save time, cut costs, and scale faster.
Every build is collaborative, fully custom, and designed to empower your team, not replace it.
Sales Agents
Close cold leads, follow up, answer objections
HR Agents
Scan CVs, auto create Job Descriptions, shortlist candidates
Chat & Voice Bots
Automate enquiries, bookings, and data capture
Custom AI
If it saves time or boosts performance, we'll build it
Finance Agents
Streamline reporting, detect waste, auto generate forecasts
Engineered For Your Existing Stack
Why AI,Why Now?
AI is no longer optional, it’s the fastest way to cut costs, boost revenue, and stay competitive. Businesses embracing AI are pulling ahead, fast.
78%
Adoption Rate
Organizations have implemented AI in at least one function, up from 55% last year.
Source: McKinsey
70%
Cost Reduction
Companies using AI chatbots see major savings while improving response times.
Source: IBM
+66%
Productivity
Generative AI tools increase business users' throughput by an average of 66%.
Source: Vena Solutions
10x
Faster Innovation
From product design to delivery, AI shrinks time to market and speeds up R&D cycles.
Source: Financial Times
DBR Module Projection
Calculate the untapped revenue hidden within your existing systems. Our Database Reactivation (DBR) AI module is deployed purely on performance.
Your Database Metrics
Untapped Projected Revenue
$90,000
from your existing database
Infrastructure Cost
$0
Reactivated Leads
150
Client Results & Case Studies
We deliver measurable, high-impact results across the financial sector and beyond using our proprietary AI infrastructure.
Enterprise Wealth Management
$24M New AUM Captured in 90 Days
Global Insurance Brokerage
45% Reduction in CAC & 120 Commercial Policies Quoted
CPA Consulting Firm
600+ Qualified Prospects & 260 Calls Booked
Greco Mortgage
224 Funded Loans in Q2
Enterprise Wealth Management
$24M New AUM Captured in 90 Days
Global Insurance Brokerage
45% Reduction in CAC & 120 Commercial Policies Quoted
CPA Consulting Firm
600+ Qualified Prospects & 260 Calls Booked
Greco Mortgage
224 Funded Loans in Q2
Enterprise Wealth Management
$24M New AUM Captured in 90 Days
Global Insurance Brokerage
45% Reduction in CAC & 120 Commercial Policies Quoted
CPA Consulting Firm
600+ Qualified Prospects & 260 Calls Booked
Greco Mortgage
224 Funded Loans in Q2
Credit Champs
Booking 5-8 calls/day like clockwork
Vanguard Water Creation
1,200 DQ'd leads + 220 high-ticket sales
Elite Car Service
Tripled revenue in 90 days
Business Coach Farrah
Made $92,000 using HTFS Framework
Credit Champs
Booking 5-8 calls/day like clockwork
Vanguard Water Creation
1,200 DQ'd leads + 220 high-ticket sales
Elite Car Service
Tripled revenue in 90 days
Business Coach Farrah
Made $92,000 using HTFS Framework
Credit Champs
Booking 5-8 calls/day like clockwork
Vanguard Water Creation
1,200 DQ'd leads + 220 high-ticket sales
Elite Car Service
Tripled revenue in 90 days
Business Coach Farrah
Made $92,000 using HTFS Framework
Partner Endorsements
"HTFS completely overhauled our infrastructure. We transitioned from a fragmented sales floor to a centralized AI ecosystem that books 15 qualified enterprise meetings weekly. Their technology is unparalleled."
James T.
Managing Partner, Titan Insurance Group
"Before partnering with HTFS, our cost per acquired mortgage lead was volatile. They deployed their algorithmic advertising module and stabilized our CPA at $34 while tripling volume across our target zip codes."
Sarah L.
CMO, Horizon Mortgage Operations
Executive Leadership
Our board consists of former enterprise brokers, data scientists, and algorithmic media buyers dedicated to scaling financial firms.
Initiate Deployment
Schedule a technical consultation to discuss integrating our elite AI acquisition infrastructure.
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Frequently Asked Questions
Everything you need to know about deploying HTFS infrastructure.
Modernize Your
Deal Flow Infrastructure.
Schedule a technical architecture call to discuss deploying our AI infrastructure within your brokerage.
*Requires minimum $50k/mo current revenue