LIVEWebCRM AutomationAI Integration
Château Private Wealth
HNW advisory website, CRM automation, and AI avatar integration.
Multiple modules · ongoing
What was broken
Château Private Wealth needed a serious, modern web presence for high-net-worth advisory clients, plus connected operations: lead intake, follow-up workflows, and a differentiated front-of-funnel experience.
What we built
Trenith built three connected systems: a Next.js website rebuild focused on credibility and clarity; a GoHighLevel + Make.com automation layer for lead intake, routing, and follow-ups; and a HeyGen avatar integrated with the live-chat API for an AI-assisted first-touch experience.
The stack
Next.jsGoHighLevelMake.comHeyGen
Outcomes
Modern advisory web presence
CRM-driven lead intake and follow-up automation
AI avatar + live-chat integration on the front end
Sitting with the same problem?
A 60-minute call. You leave with a one-page scope and a fixed number, or a straight "this isn't for us."