Smarter client acquisition, zero missed opportunities — with AI Team for Finance & Insurance

Instant replies to leads and intelligent workflows that turn

prospects into paying clients.

No More Missed Enquiries.

No More Admin Drag.

You know the cost of missed calls, unqualified appointments, and prospects going cold during the lengthy decision process.

But what if your financial services business just… worked smarter?

Your AI Mate handles leads instantly, 24/7 — qualifying prospects, booking appointments, and nurturing them whilst you focus on what matters: providing expert financial advice and growing your client base.

Clients feel valued. Your diary stays optimised. Relationships stay warm.

What Your Finance & Insurance AI Mate Can Do

Qualify and respond to leads instantly, 24/7

Assess financial goals, protection needs, and budgets

Educate prospects on product benefits, risks, and outcomes

Automate appointment booking and onboarding

Keep clients engaged with personalised market insights

Track pipeline health, forecast revenue, and monitor conversion

Boost your Finance & Insurance business with

AI Mates built to support every step of the journey.

Quinn — The Instant Lead Qualifier

Your 24/7 financial pre-screening expert

Handles enquiries from WhatsApp, SMS, website, or comparison sites

Instantly qualifies leads based on goals, needs, and budgets

Explains product benefits and protection outcomes

Assesses prospect circumstances, timeline, and objectives

Routes hot prospects directly to your calendar

Calen — The Appointment Scheduler

Your calendar’s best friend

Automates booking, confirming, and rescheduling client meetings

Syncs with your CRM and diary in real time

Sends fact-find questionnaires and reminders via SMS/WhatsApp

Ensures every slot stays filled and on time

Penny — The Client Educator

Keeps your clients engaged and informed

Sends weekly market insights and product updates

Personalises tips based on client portfolio and goals

Provides planning prompts ahead of policy renewals

Builds trust without being pushy

Miles — The Finance Data Analyst

Turns numbers into next steps

Scores leads based on readiness, budget, and fit

Tracks conversion rates across marketing channels

Forecasts revenue and renewal opportunities

Integrates with dashboards, CRMs, and reporting tools

AI isn’t just for big tech anymore —

every SME can harness it to transform, grow, and compete smarter.

Want a custom solution? We build that too.

We also build bespoke AI Mates — fully tailored to your business needs, stack, and tone of voice.

Everything You Need to Know About

The AI Team

Discover our AI solutions for finance professionals—automate client acquisition, slash admin tasks, and increase conversions while ensuring compliance. We guide you in incorporating AI for lead response and client nurturing, acting as your consultants and implementation team.

Do I need to be tech-savvy to use this?

Not at all. We handle the tech — you focus on clients. We'll guide you through everything in simple, practical language that makes sense for you.

What types of professional services do you work with?

We work with independent financial advisers, insurance brokers, mortgage brokers, wealth managers, and protection specialists. If you're converting prospects into financial services clients, we can automate and improve that process.

What kind of results can I expect?

Our financial services clients typically see faster lead response times, better qualified appointments, and higher conversion rates — often within weeks. Every case is different, and we always start with realistic expectations based on your current client acquisition process.

What’s an “AI Mate”?

AI Mates are smart, pre-built automation systems tailored to financial services sales — like instant prospect qualification via WhatsApp or automated nurturing sequences. They're fast to deploy and easy to customise for your specific expertise.

Is this compliant with FCA regulations?

Absolutely — we ensure all AI communications comply with FCA requirements, including appropriate disclaimers, treating customers fairly principles, and clear information provisions. We work within regulatory boundaries whilst maximising efficiency.

Will this integrate with our existing financial platforms?

Most likely, yes. We integrate with popular financial tools like Intelliflo, Salesforce Financial Cloud, various CRMs, back-office systems, and illustration software. We'll evaluate your current setup during consultation.

How do I get started?

Book a free financial services consultation. We'll learn about your client acquisition process, identify automation opportunities, and suggest a practical plan — zero pressure, just insight into how AI can scale your financial practice.

Cut our admin time in half after one call.

Discover how a quick, practical AI consultation can unlock qualified leads and streamline your solar installation process — with zero fluff, just real solutions.