01
Reviews booked without the back and forth
Clients are reminded when a review is due and pick a time that suits them, straight into your adviser's diary.
For financial advisers and wealth managers
An AI assistant in your firm's name books annual reviews, answers everyday questions and keeps prospects warm. Advice always stays with your advisers.
Plans from £99.00/mo + VAT, with usage credit included. Month to month, cancel anytime.
Times with James
Here are Tuesday afternoons next month.
Why financial advisers and wealth managers use it
01
Clients are reminded when a review is due and pick a time that suits them, straight into your adviser's diary.
02
How to update details, where a document is, what happens next. Answered on the client's channel, in your firm's voice.
03
Enquiries that aren't ready today get a conversation that stays open, and come back to you when they are.
The assistant never gives advice. Questions that need an adviser go to one.
Everything in your account
The assistant offers times and books the call into your calendar, so people come back ready to talk.
Watch how it worksCustomers reply where they already are, with the whole conversation beside each one in your inbox.
Watch how it worksTurn renewals, lapsed cover and quiet leads into personal conversations, one person at a time.
Watch how it worksReminders and hand-offs to your team happen on time, so nothing waits on someone remembering.
Watch how it worksEvery reply is checked against your rules and recorded with the reason, ready for your compliance team.
Watch how it worksThen choose a plan and add a card. Month to month, cancel anytime.
Not sure yet? Ask our assistant anything about the platform: it runs on the same software you'd be signing up for. Or book a call with the team.