Your best prospects already visited. Meet them.
Most people researching an advisor read your site and leave without a word. Capture identifies who they were and turns quiet interest into booked conversations.
Choosing an advisor is a long, silent decision.
Nobody picks an advisor on the first visit. They research for weeks, invisibly, then book with whoever followed up. Which was probably nobody.
From anonymous visit to booked meeting.
Visitor identification.
Recognizes a meaningful share of the households researching you, not just a line in an analytics chart.
The closed loop.
Retargeting and outreach that brings warm researchers back to a booking page.
Booked, not just tracked.
The output is meetings on your calendar, not a report of who visited.
Marketing-rule aware.
Follow-up built inside SEC/FINRA rules, like everything Sage sends.
Built for how your clients choose.
Capture exists for professions where prospects research long and decide slow. That's advisory. It works best stacked on Reach: Reach fills the funnel, Capture stops it leaking.