If you are not the first adviser to respond, you are already behind. Ensure every new enquiry gets a warm, professional reply within 5 minutes — via email or WhatsApp — 24/7, automatically.
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It is a Thursday evening after a full day of client meetings. You finally sit down, open your laptop, and see three new enquiries: one about retirement planning, one about investing a recent inheritance, and one asking for help with a workplace pension transfer.
Each person has also contacted two or three other advisers or wealth firms. They have spent their lunch break or evening researching and now they are waiting to see who responds first.
You see the notifications. You tell yourself you will reply in the morning when you are back in 'work mode.' By then, another adviser has already replied with a clear next step, a short introduction, and an offer of a discovery call. The prospect has mentally moved on. You are following up late to a cold lead.
This is not a one‑off. It’s happening every week. Multiple times.
Meanwhile, larger firms and online investment platforms send instant confirmations and auto‑replies within seconds. Your biggest advantage as an IFA — personal advice, independence, and long‑term relationships — does not matter if the client has already booked a call somewhere else before you reply.
Larger competitors and faster rivals have the advantage because they respond instantly.
If your average new client is worth £2,500 in first-year fee income and you lose just 1 prospect a month to slow follow-up, that's £30,000 a year walking out the door.
Based on industry average figures
We build an n8n automation system that captures every inbound enquiry — via your website forms, email, or messaging apps — and sends an instant, professional acknowledgement within 5 minutes. Day or night. Weekday or weekend.
It then asks simple qualifying questions (area of advice, rough investable amount, time horizon, and preferred meeting times) so when you follow up personally, you already know exactly what they are looking for.
Ensure every enquiry is handled promptly and professionally.
A prospect submits your enquiry form or sends you a message — from any channel, at any time.
Within 5 minutes, they receive a warm, professional reply that sounds like you wrote it.
The system automatically gathers key details: what they need help with (retirement, investments, protection, estate planning), approximate investable amount, time horizon, and how they found you.
You receive a notification with a fully qualified enquiry, so you can respond personally when it suits you — without leaving prospects waiting.
Built and managed by us. You do not need to learn new software or log into complex tools.
Every enquiry gets a personalised WhatsApp or email response within 5 minutes, automatically. It works evenings, weekends, and bank holidays.
No prospect slips through the cracks when you are in meetings, travelling, or taking a break.
Responses are trained on your tone and phrasing; we refine them until they sound exactly like you and stay within your compliance boundaries.
Tailored to IFAs (advice area, investable assets, timescales, urgency, and any existing arrangements).
Every lead is logged in your existing CRM or a simple system we set up for you, including all answers and contact details.
Prospects can pick from pre-approved discovery call slots without email ping-pong.
Common concerns from independent financial advisers, answered honestly.
Fixed scope. No hourly rates. No surprises.
Both packages start with a free mapping call. Nothing is committed until we've both agreed it's the right fit.
It's not a sales pitch. It's a working session. Here's what we cover.
We get a clear picture of what you're using, how data moves between them, and where things are falling through the cracks or being done manually.
We work through a structured gap analysis together to identify where automation would have the highest impact for your business right now.
You get a written Automation Opportunity Map showing a clear picture of where your business is today, your desired state, and a clear path between the two.
If there's a fit, we'll scope the work and propose either the Starter Build or Jumpstart. Fixed scope, no hourly rates, no surprises.
See what's inside your Automation Opportunity Map
We take on a small number of new clients each month. Free, no obligation.
Typically 30–45 minutes.