For Financial Advisors, Accountants & Wealth Managers

Financial Businesses,

Prospects attend consultations but never commit. Follow-ups get buried in admin. Referrals happen by accident. The platform that keeps your pipeline full — automatically.

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14 days free · No credit card · Cancel any time

−50%

Fewer prospects dropping off

2.6×

More consultation-to-client conversions

+45%

More client referrals

The Problem

Where Financial Businesses Are Leaving Money

Prospects go cold after consultations, follow-ups are manual, and referrals never requested — three problems with one fix.

Prospects Go Cold After Consultations

A prospect attends a free consultation, seems interested, then never responds. Without automated nurture sequences, warm leads cool down — and sign with whoever follows up consistently.

Follow-Ups Buried in Compliance and Admin

Between client reviews, regulatory paperwork, and day-to-day operations, personalised follow-ups get deprioritised. An automated pipeline tracks every prospect and sends the right message at the right time.

Referrals Left to Chance

Satisfied clients rarely refer without being asked. Without an automatic post-review referral request, your network grows far slower than your actual client satisfaction deserves.

The Platform

Everything Your Financial Practice Needs

Six integrated tools to keep your pipeline full, your clients engaged, and your referrals building — without extra admin.

Online Booking

24/7 consultation booking so prospects can schedule at their convenience — no phone tag, no missed opportunities.

Lead Nurture Pipeline

Automated sequences warm prospects between consultation and commitment — so they arrive ready to sign, not ready to ghost.

Email & SMS Marketing

Client review reminders, tax deadline campaigns, and prospect nurture sequences sent automatically — your marketing runs while you advise.

Reputation Management

Post-engagement review requests sent automatically — consistent and timed for when client satisfaction is highest.

Social Planner

Consistent social content planned in advance — market insights, client education, and availability posts without the daily scramble.

Missed-Call Text-Back

When a prospect calls during a client meeting and can't get through, an instant text keeps the conversation alive — so no new lead is lost.

The Outcome

What Changes for Your Practice

Automated nurture sequences convert prospects before they sign elsewhere

Pipeline tracking ensures no follow-up falls through the cracks

Post-engagement requests build your reputation without manual effort

Referral campaigns turn satisfied clients into active advocates

Online booking captures consultations at any hour — not just business hours

Social content posts consistently — your authority grows while you're advising

This is what ‘zero missed follow-ups’ looks like. Start your free trial — no card, no commitment.

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Implementation Packages

Choose the Right Setup for Your Practice

Every package is a one-time setup fee. Your practice is configured, automated, and live — you own the result.

Quick Start

Ignite AI

£1,999 one-time setup

14 days

Delivery

7 days

Hypercare

Your complete digital presence — professional website, live booking calendar, automated reminders, and an AI assistant answering client questions 24/7. Open for business in 14 days.

Deliverables

Professional website (5 content pages + 6 legal pages)
1 booking calendar with confirmation and reminder automations
1 sales funnel targeting your core service
CRM pipeline tracking every lead from enquiry to appointment
AI chatbot assistant (10 Q&As, industry-trained)
Missed-call text-back + Google review automation
Welcome email sequence (8 emails over 14 days)

Best for: Solo advisors, new practices, freelance accountants

Growth

Elevate AI

£2,499 one-time setup

21 days

Delivery

14 days

Hypercare

Two sales journeys capturing different client types, automated retention that brings people back, and a CRM that works harder than your team. Built for practices ready to stop doing things manually.

Everything in Ignite, plus

8 content pages with social proof and testimonial sections
2 sales funnels — capture different buyer journeys
Up to 3 booking calendars for multiple staff or services
Retention automations: birthday offers, lapsed-client triggers, post-visit follow-up
Enhanced AI chatbot with booking flows (20 Q&As)
Social media planner connected (Facebook, Instagram, Google)
3 email sequences: nurture, follow-up, and re-engagement

Best for: Small practices with 2–5 advisors