A free 45-minute conversation about your firm and whether we're the right partner. You walk away with a clear read either way.
Book a consultationBut like any employees, they need management. Without a marketing leader owning the operation, no one is accountable for quality — and the output comes out generic, off-brand, and indistinguishable from every other RIA's. Most firms underestimate how much management AI actually needs.
Traditional agencies were meant to fill the marketing-leader gap. But unless an agency has rebuilt its entire business around AI, it can't compete on pace, quality, or cost. Most are still selling hours.
Twelve AI agents handling production. Two senior operators handling judgment. Both founders, deep in financial services, on every account.
Crawl, index, schema, page speed. Flagged weekly.
Rankings, opportunity gaps, content briefs.
Google Business, citations, regional rankings.
Get cited by ChatGPT, Perplexity, and Google AI Overviews.
What RIAs in your niche publish, rank for, and post. Weekly digest with surfaced opportunities.
Pre-publish scan against your firm's rules. Catches issues before anything reaches your CCO.
Long-form drafts in your voice. Editor-reviewed.
Service pages, landing pages, downloadable assets.
Curation, drafting, scheduling, drip flows, and segmentation.
Post drafting, scheduling, engagement.
Audience build, creative testing, optimization.
One view of every channel. Marketing tied to AUM growth.
Maintenance runs month-to-month after the initial Foundation + Build phases.
You tell us about your firm, where your marketing stands today, and what you're trying to build. We tell you honestly whether Silvy is the right answer. If we're aligned, you'll get a scoped proposal within the week.
Foundation is a deep diagnostic exam of your firm and digital presence: site, content, funnel, social, search visibility, and attribution. We surface what's broken, prioritize the fixes, and ship the urgent ones before any new agents go live. There's no point pouring more in if the basics are leaking.
We design and build the agents Foundation called for, then run them. Outputs get reviewed and the system gets iterated until the quality is something you'd put your name on.
Monthly health checks and a quarterly business review tied to the outcomes we built for. Tooling updates whenever a meaningfully better model or integration ships. After the 6-month Build minimum, you decide each quarter whether to continue, hand off, or take it in-house with our help.
Foundation and Build are the intensive phases. We're capturing your firm's positioning and constructing the system around it. By Maintain, the system is producing at a pace a 6-person team can't match, and the cost-per-output keeps dropping.
Year-one cost, output capacity, compliance handling, time to first output, and what you own at the end.
| Silvy | Traditional agency | In-house marketer | DIY w/ AI tools | |
|---|---|---|---|---|
| Year-one cost | ~$100K all in | $120–240K + media | $220–280K loaded | $5–20K in tools |
| Senior operator on the work | Both founders, always | Sales contact, junior execution | One person, your hire | You |
| Output capacity | 12 agents running daily | Capped by team hours | Capped by one person's day | Capped by your day |
| Compliance posture | Built into every workflow | Varies wildly | Depends on the hire | Your responsibility |
| What you own when it's over | The full system + docs | Whatever's in the contract | The role + handoff risk | Whatever you built |
| Time to first output | 4–6 weeks | 4–8 weeks | 3–6 months (recruit + ramp) | Weeks of trial & error |
Established RIAs with a defined niche and a client base. The thing missing is senior marketing capacity, not strategy.
No account managers, no handoffs. The people who built the system run your account.
If your question isn't here, bring it to the call.
Every workflow includes a compliance review step before anything publishes. We build your firm's compliance posture directly into the agent: disclaimers, prohibited language, citations, performance claim handling. Nothing ships without a human review against those rules.
For SEC-registered firms, we work with your CCO during Foundation to map the review chain. We are not a compliance vendor and don't replace your CCO.
That's the whole point of Foundation. We spend 4–6 weeks profiling your voice through 25 video questions, client call transcripts, and existing content before any agent writes a word for you. That profile becomes the source of truth every agent references.
A senior editor reviews drafts before they go out. Month one is heavy on calibration. By month two, your editor approves output in minutes.
You can. A senior marketer at an RIA runs $180–220K base plus benefits, so call it $250K+ loaded. They'll be capped by what one person can do in a day, take 3–6 months to recruit, and another 3–6 to ramp.
Silvy delivers the same capacity for ~$100K in year one. When the system is mature, hiring someone in-house to run it becomes a much easier conversation. We'll help you write the job description.
You can, and we'd rather you do that than hire the wrong agency. But raw access to a model isn't the same as a system. The lift is in the workflows: how the model is prompted, what it has access to, how outputs are reviewed, where compliance fits, what gets measured.
Silvy is the operating layer on top of those tools. If you want to take it in-house and cancel us, you can. We document everything.
Build is where the heavy lifting happens: designing the agents, writing the prompts, wiring the workflows, training them on your firm. By Maintain, that's done. Maintain is auditing, measuring, and rebuilding components when better tools ship.
If Maintain ever stops being worth $6K/mo, end it. The system is yours.
Not in scope. We do SEO, content, email, LinkedIn organic and paid, funnel/CRO, and reporting. If your strategy needs Google Ads or video production, we'll point you to people who do that well and stay in our lane.