EasyAI managed service · Limited client slots · From $4K/month

A team behind it. Not AI or a bot running alone.

EasyAI is not a tool you configure or a platform you learn. It's a real team, backed by AI, that finds your clients and runs your operations, built around how your business already works, and managed forever.

Book a discovery call → 30 minutes · Senior strategist, not a sales rep

Prefer to do it yourself? Start free on the EasyAI platform →

10+
Years inside financial services
4
Senior specialists on your account
$10K+
Monthly revenue, one client, 15 months
0
Handoffs. Ever.
THE PROBLEM

Your growth shouldn't depend on referrals and hope.

01

Referral dependency

Great work brings referrals, but referrals don't scale, and you can't forecast them. One quiet quarter and the pipeline goes quiet with it.

02

Manual operations eating your margin

Proposals, onboarding, reporting, follow-ups, done by hand, every time, usually by the most expensive person in the room.

03

Generic tools failing your industry

Compliance language, client confidentiality, industry-specific workflows. Off-the-shelf software was never built for your world.

BEFORE YOU HIRE, OR BUY A CRM

Here's what usually happens instead, and what it actually costs.

Hiring internally for AI

A gap gets identified. The hire has genuinely good technical skill, but spotting what actually reduces cost and time, versus what just sounds smart, takes years of exposure across industries, not technical skill alone.

So they research, and come back recommending tools. More subscriptions, more setup time, stacked on top of the salary. None of it produces a client on day one.

Salary + tool sprawl
Zero revenue on day one

Buying a CRM

Yes, you can set up automations in a CRM. But the licence is the cheap part. Someone still has to run it, writing sequences, uploading lists, logging every response, chasing every follow-up.

What comes out the other end is still a generic sequence, the same email, to everyone. A prospect can tell in about two seconds.

$1,500–$2,500/mo
In team time, before one client converts

Building infrastructure instead

A real team, with years of digging into problems across industries, that knows the difference between what reduces cost and time, and what just adds both.

The outreach runs. The follow-up happens automatically. Your team gets a pipeline of people already warmed up, not another tool to configure.

From $4,000/mo
All-in, built and run for you
Picture a database of contacts just sitting there, unused. Even a small fraction of them converting is real, meaningful revenue, once the right system is actually running it, not just storing it.
THE SOLUTION · TWO SYSTEMS, ONE TEAM

Growth that pulls clients in. Operations that run themselves.

TRUSTED ADVISOR PIPELINE

Real relationships, built at scale

A pull-based system that makes your expertise impossible to miss, so the right clients come to you, already warm.

  • Full spectrum signal capture

    LinkedIn, cold email, SEO, Reddit, buying signals. Wherever they are, we're already there.

  • Real relationships, not cold pitches

    Genuine interest shown first, before there's ever an ask.

  • Three-touch value sequence

    Insight, peer context, exclusive access. By the time we talk business, the relationship is real.

  • They reach out first

    Because by the time they need you, they already know who you are.

Outcome: a pipeline that doesn't depend on who you know.
See the client acquisition system →
WHITE LABEL PLATFORM

Your practice, running itself

Not off-the-shelf software. A platform built specifically around how your business already works, day to day.

  • One dashboard

    Every client, case, deadline, and exception, live.

  • Compliance tracking, automated

    Not manual, not something that slips.

  • An AI assistant trained on your business

    Not a generic chatbot.

  • Human approval on everything that matters

    You and your team stay in control.

Outcome: more clients without more headcount.
See the operations platform →
AI + HUMAN

A team behind it. Not AI or a bot running alone.

Every message, every decision, every step, guided by real people.

A real team actively involved, every day

Not automation deployed once and left to run.

Every step reviewed with human clarity

Nothing moves on autopilot, unchecked.

Careful analysis before anything moves

Strategy adjusted based on what is actually working.

Never spam. Never guesswork.

Considered outreach, not mass messaging.

Automated at scale. Reviewed with care. Never spam, never guesswork.
WHO IT'S FOR

Built for the industries generic tools were never built for.

🏛️

SMSF administrators & accountants

Trustee communications, education content, and onboarding flows that respect SMSF rules, without sounding like a compliance manual.

🏠

Mortgage & finance brokers

A steady referral pipeline beyond the aggregator, authority content, review generation, automated follow-up on every lead.

📈

Fund managers & wealth advisers

Investor updates, thought leadership, and distribution infrastructure that scales AUM without scaling headcount.

⚖️

Lawyers & professional services

Practice-area visibility, intake automation, and client reporting that wins instructions before the first meeting.

🤝

B2B service companies

LinkedIn-led demand generation and a CRM pipeline your whole team actually uses, built around your sales cycle.

💼

Any relationship-based business

If your business runs on relationships and expertise, not a product on a shelf, this is built for you.

WHAT MAKES US DIFFERENT

Agencies hand you a project. SaaS hands you a login. We never leave.

DIY SaaS toolsTraditional agencyEasyAI Done-For-You
Who does the workYou, after hoursJunior staff on your accountSenior team + AI, together
Industry expertiseNone, generic templatesGeneralist marketingA decade inside your industry
Operations & automationYou wire it yourselfRarely includedCore system, built and run for you
After launchYou're on your ownProject ends, retainer renewsManaged and optimised, permanently
Investment$500+/mo across 5+ tools, plus your time$5–15K/mo retainersFrom $4K/month, all-in
PROOF, NOT PROMISES

Infrastructure already in the field.

"Dinali is an absolute legend and owner of her space!"

Cullen Haynes — Director of Sales, Legal Home Loans · 15-month client
1/wk
Discovery calls booked, consistently
50–70%
Conversion, discovery call to client
$10K+
Monthly revenue attributed to LinkedIn
CLIENT RESULT

549 new connections. 28% acceptance. 4 weeks.

Melbourne-based accountant and corporate adviser. Law Partners and Family Office CEOs, systematically connected. Zero content posted. Generated an inbound message from the CEO of a family office with $72B+ in assets under advisement.

How the pipeline works →
OPERATIONS, REBUILT END-TO-END

Complete operations infrastructure, built and run daily

Onboarding pipelines, workflow automation, and reporting, designed, built, and operated by our team, running inside a real business every single day.

Read the onboarding case study →
NOT READY FOR DONE-FOR-YOU?

Start with the free EasyAI platform.

The same AI engine, self-serve. One workspace for SEO, content, outreach, ads, and CRM, with a human expert on hand when you need one. Free to start, no credit card.

  • One workspace. SEO, content, ads, outreach, and CRM share the same business context.
  • Set up in 2 minutes. Drop in your website URL and EasyAI builds your business profile.
  • Compare before you choose. EasyAI vs Okara, Jasper, and Enrich Labs →
THE TEAM ON YOUR ACCOUNT

Four senior people. No account managers relaying messages.

Dinali Jay

Dinali Jay

Founder & AI Strategist

Ex-PwC. A decade inside financial services, turns growth strategy into a working system.

Ashen Jy

Ashen Jy

Lead AI Engineer

Architect of the AI engine underneath every engagement.

Matthew

Matthew

Operations Lead

Runs the platform day-to-day, onboarding, workflows, and reporting.

Agata

Agata

AI Implementation Specialist

Embeds the system inside your business, training and rollout.

NOW ONBOARDING · LIMITED SLOTS THIS QUARTER

Permanent growth infrastructure starts with one conversation.

Book a discovery call. We'll map your growth and operations gaps, and tell you honestly whether this is the right fit.

Book a discovery call →
01
Discovery call

30 minutes with a senior strategist. No script, no pressure.

02
Infrastructure audit

We map what to build, automate, and fix across both systems.

03
Build plan

Fixed scope, clear timeline, one monthly investment, from $4K.

04
We build & manage

Your team ships the system, then runs it, permanently.