From Trust to Transaction: HNWI Lead Generation for Finance with AI
“If you’re providing complex solutions to sophisticated clients, and they need immediate answers, I would highly recommend installing your AI tool.” — Joshua Rotbart, Managing Partner, Jrotbart.com
When J. Rotbart & Co., a premium precious metals advisory, integrated b2blead.ai’s conversational AI assistant into their website they radically improved marketing performance.
During the course of July 2025, the firm saw a +153% increase in lead form submissions, a 76% reduction in cost per lead, and a 14% AI engagement rate across site visitors, without increasing ad spend. Their success is proof AI Lead Generation can be both high-performing and cost-efficient, even in trust-sensitive sectors like wealth management & finance.
J. Rotbart & Co. is one of Asia’s most trusted names in precious metals investment and logistics. With a client base composed almost entirely of high-net-worth individuals (HNWIs), the company specializes in secure, confidential bullion storage, global logistics, and private consultation services. Their reputation for trust and discretion, has led them to process U$ +2.5 billion in transactions since launching 10 years ago. They’ve been featured in Bloomberg, Forbes, and the South China Morning Post, and operate across key financial hubs including Hong Kong, Singapore, and the Philippines.
B2blead.ai is a conversational AI assistant that converts website visitors into leads—especially for firms offering complex or high-trust services.
Challenges of HNWI Lead
For premium financial service providers, time and trust are everything. J. Rotbart & Co. faced three core issues common across the industry:
Speed vs. Privacy – Clients demand fast answers but are reluctant to share personal details.
Global Time Zones – Inquiries come at all hours from an international client base.
Conversion Efficiency – Costly ads impact marketing ROI, especially when conversions are low.
The AI Advantage
By integrating b2blead.ai, J. Rotbart & Co. transformed these challenges into measurable wins:
57% Month-Over-Month Engagement Gain – More users engaged with the AI month-over-month.
AI-Captured Leads are over 15% of total site conversions.
76% Cost Per Lead drop – From $91 to just $22.
+153% Month-Over-Month Growth – Total form submissions more than doubled.
Together, these results enabled the firm to scale lead generation without increasing team workload—and without compromising their brand’s premium promise. The AI assistant offered immediate, around-the-clock support, delivering expert responses in any language—perfectly aligned with the expectations of a global HNWI client base. Its seamless, low-friction user experience made it easy for visitors to engage without hesitation or identity barriers. Behind the scenes, the J. Rotbart team gained real-time visibility into each conversation, enabling timely, data-driven follow-ups with qualified leads.
Try It Yourself
You too can elevate trust and performance with b2blead.ai. Just like J. Rotbart & Co. Fill our contact form to started your FREE demo.
