Marketing and Sales
Platform on
AI Auto-Pilot
ALPHA LAUNCH (UTC-4):
Join the Waitlist to Secure Your Founder-Level* Account at XL Financial Business banking and receive discounted subscriptions to xl BIZ Hub.
Next-gen customer engagement:
AI-powered conversion platform.
Revolutionizing customer engagement and conversion with our AI-driven platform seamlessly handling automated outreach, communication, and conversion processes.
Onboard and let your AI assistant take over...
Autonomous retrieval of potential customer contact information.
Generation of personalized marketing content for outreach to new prospects and existing clientele.
Seamless and automated population of a built-in CRM.
Ongoing communication managed by an AI-powered assistant through email and text.
Effortlessly guides the process from initial contact to lead conversion without manual intervention
Targeted outreach:
Exploring B2B and B2C leads with enriched contact information search.
Efficiently target your outreach efforts with our advanced contact search tool, designed to uncover potential leads in both B2B and B2C sectors. Our platform's enriched contact discovery capabilities empower you to explore and connect with valuable prospects, maximizing your outreach success.
All-in-one hub:
Streamlining communications.
A centralized hub integrating email, text, social media, content creation, and scheduling for streamlined digital interaction and content management.
Communications hub
Experience seamless communication across email, text, and social media within our integrated platform, seamlessly incorporated into the CRM.
Content creation
Our platform features an AI-driven content creation module for generating marketing messages, posts, introductions, and follow-ups with text and images.
Scheduling
Streamline your marketing efforts with our CRM's integrated scheduling module, allowing for efficient campaign planning and execution across all integrated platforms.
Advanced, integrated CRM: Streamlining business operations.
Enhance productivity with our integrated CRM module, centralizing communication for email, text, and social media interactions.
Contact management:
Store and organize customer information, including contact details, interactions, and preferences.
Lead management:
Track and manage leads throughout the sales pipeline, from initial contact to conversion generated by the AI or your team.
Sales automation:
Automate repetitive tasks such as lead scoring, follow-ups, and sales processes to streamline workflows.
Pipeline management:
Visualize and track the progress of deals and sales opportunities through customizable pipelines.
Task and activity management:
Schedule and assign tasks, appointments, and follow-ups to team members for efficient collaboration.
Reporting and analytics:
Generate reports and analyze data to gain insights into sales performance, customer behavior, and trends.
Integrations:
Seamlessly integrate with other business tools and software, such as email platforms and marketing automation systems.
Customer communication:
Facilitate communication with customers through email, phone calls, and other channels directly from the CRM platform.
Workflow customization:
Customize the CRM to match your specific business processes and requirements for optimal efficiency.
End-to-end sales solutions:
Quotations, invoicing, and payment processing with our built-in A/R module.
Our CRM integrates accounts receivable management, invoicing, and payment processing functionalities, providing a comprehensive solution for efficient business operations.
Tailored Pricing Packages:
Designed to Cater to Your Specific Demands
Receive up to 20% off when selecting a plan with an XL Financial Business banking or credit product.
Plus
$499/mth
A/R Plus
- Estimates, quotations and invoicing
- Customer payment processing
- Auto reconciliation
- Integrations (Quickbooks, Sage, Xero)
CRM Plus
- Contact management
- Lead management
- Sales automation
Marketing Hub
- Customer outreach database – 300/mth month
- Automated database change notification
- Marketing campaign content creator
Communications Hub
- Customer review / feedback manager
- Integrated text, email and social media communications portal
Users
- 1 user
Pro
$899/mth
A/R Pro
- Estimates, quotations and invoicing
- Customer payment processing
- Auto reconciliation
- Integrations (Quickbooks, Sage, Xero, Netsuite)
CRM Pro
- Contact management
- Lead management
- Sales automation
- Task and activity manager
- Reporting and analytics
- Integrations
Marketing Hub
- Customer outreach database – 1,000/mth
- Automated database change notification
- Marketing campaign content creator
- Campaign scheduler
Communications Hub
- Customer review / feedback manager
- Integrated text, email and social media communications portal
AI Auto-Pilot
- Integrated AI assistant
- Automated customer pool contact retrieval
- Marketing content automation
- Automated campaign scheduler
- Communication response automation
Users
- 1 Admin
- 5 Users
Premier
$1,499/mth
A/R Premier
- Estimates, quotations and invoicing
- Customer payment processing
- Auto reconciliation
- Integrations (Quickbooks, Sage, Xero, Netsuite)
CRM Premier
- Contact management
- Lead management
- Sales automation
- Pipeline management
- Task and activity manager
- Reporting and analytics
- Integrations
- Workflow customization
Marketing Hub
- Customer outreach database – 5,000/mth
- Automated database change notification
- Database export
- Marketing campaign content creator
- Campaign scheduler
Communications Hub
- Customer review / feedback manager
- Integrated text, email and social media communications portal
AI Auto-Pilot
- Integrated AI assistant
- Automated customer pool contact retrival
- Marketing content automation
- Automated campaign scheduler
- Communication response automation
Users
- 2 Admin
- 10 Users
Get Started on Your Path to Financial Success:
Secure Your Founder-Level* Account at XL Financial.
*as a Founder-Level account client (for either personal, student or business banking and/or credit), you will receive life-time one-on-one live support and an xl Financial Founder metal debit and/or credit card.
ALPHA LAUNCH (UTC-4):
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Exo
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Let's talk...
Email us:
hello@xl.financial
1. Xl Financial is a financial technology company, not a bank. Banking services provided by TBD, Member FDIC.
2. The Xl Financial Debit and Credit Cards are issued by our banking partner pursuant to a license by Mastercard® International or VISA® U.S.A. Inc.
3. If you choose to link your Xl Financial Debit Card to an Xl Financial Community Program. You'll have the option to donate your spare change to any of the active Programs available. Each time you make a transaction with your Xl Financial Debit Card feature in your Xl Financial Checking Account, we'll round up the transaction amount to the nearest whole dollar (from $0.01 to $0.99) for every person who participates in the program. The excess amount will then be transferred to an Xl Financial Community Partner Account. Please note that even-dollar transactions ($xx.00) are not eligible for this service.
4. Out-of-network ATM withdrawal fees apply. Xl Financial will charge an ATM Withdrawal Fee or $2.50, in addition to any fees charged by the ATM operator. Please refer to account terms and conditions.
5. Xl Financial Inc is not a lender. All decisions and terms offered are the responsibility of the participating lenders. Your results will be unique based on the items showing in your credit report, zip code and other factors for certain products and services. Not all consumers will qualify for the advertised rates and certain restrictions may apply depending on the type of loan.
6. Xl Financial Invest Edge Accounts are held at a broker-dealer and qualified custodian TBD, Member SIPC and FINRA. Cash and investments in this account are protected by SIPC up to $500,000, with a limit of $250,000 for cash. For details, please see https://www.sipc.org are held at a broker-dealer and qualified custodian.
7. Investments in securities are Not FDIC Insured, Not Bank Guaranteed and May Lose Value
8. Investment advisory services are provided by Xl Financial Investment Advisory, LLC, an SEC registered investment adviser. Brokerage services are provided by DriveWealth LLC, member FINRA/SIPC.
9. Xl Financial Invest Edge, by Xl Financial Advisory, LLC, an SEC-registered investment adviser, seeks to earn net returns up to 5.43% annually on your idle cash. Net yield numbers as of 03/04/2024, and assumes total Xl Financial deposits of $20M+.
10. Xl Financial Invest Edge, by Xl Financial Advisory, LLC, an SEC-registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. SEC registration does not mean the SEC has approved of the services of the investment adviser.
11. Xl Financial Advisory, LLC (the “Firm”) is an investment management firm that offers a wrap fee program that allows small businesses to invest idle cash in relatively low-risk, short-term instruments. The performance discussed herein is historic and reflects an investment for a limited period of time. It should not be assumed that future investors would experience returns, if any, comparable to those illustrated herein. Past performance is not indicative of future returns. Investment results will fluctuate. Returns are not guaranteed. All investments are subject to the risk of loss, including the loss of principal. No representation is being made that an investment account has, will, or is likely to achieve profits or losses equal to the profits or losses shown. Actual returns will vary greatly and depend on personal and market conditions. Before investing, consider your financial goals and the costs of using the program.
12. Furthermore, the information set forth has been obtained from sources that the Firm believes to be reliable; however, these sources cannot be guaranteed as to their accuracy or completeness. The information contained herein is not, and should not be construed as, an offer to sell or the solicitation of an offer to buy any securities. The information has been prepared solely for the purpose of determining your level of interest in Xl Financial Treasury and to provide general background information on such algorithmic investment program.
13. This information contains certain “forward-looking statements,” which may be identified by the use of such words as “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of the depicted investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting operations that could cause actual results to differ materially from projected results.
14. Targeted returns (e.g., forward-looking statements of performance up to a stated return) reflects the returns that the Firm is seeking to achieve over a particular period of time. Projected returns reflect the Firm’s performance estimate – i.e., the returns that the Firm believes can be achieved using the advertised investment services. Target returns are presented to inform clients or potential clients about the Firm’s risk tolerances when managing the Xl Financial Invest Edge strategy and to provide information useful to a client or potential client when assessing how the Firm’s strategy fits within the investor’s overall portfolio. Target returns are not guarantees or promises of future return.
15. Xl Financial Invest Edge is not insured by the FDIC. Xl Financial Invest Edge are not deposits or other obligations of our sponsor bank, and are not guaranteed by them. Xl Financial Invest Edge products are subject to investment risks, including possible loss of the principal invested.
16. To receive cash-back, your Xl Financial accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.
17. Deposits in Xl Financial checking and savings accounts are held by our partner bank TBD, Member FDIC.
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