AI employee 01
The Suitability Screener
Qualifies every enquiry against your minimum-asset and advice criteria, flags potential vulnerability, and books only genuine planning cases into the diary.
Professional Services · Financial Advisors
Financial Advisors: every enquiry answered, qualified, and booked.
A prospect researching pensions at 9pm will not wait for your callback list. Your AI receptionist answers on the spot, confirms they are a fit for advice, and books the discovery meeting before a paraplanner reads the email.
For financial advisors, an Autonomous Digital Branch pairs a premium website with a managed AI workforce that captures, qualifies, and books every enquiry at every hour. An AI employee differs from a chatbot in one way that matters: it owns a defined job, qualifies and books end to end, and hands a briefed enquiry to a human, rather than answering canned questions on a page.
What the branch does for financial advisors
01
Qualify suitability early
Investable assets, advice need, and vulnerability flags are confirmed up front, so a meeting is only booked when there is a real planning case.
02
Book around client reviews
Discovery and annual-review meetings land in your live diary while you are with another client, not lost to voicemail.
03
Nurture the slow decision
Pension and retirement decisions take months. Quiet prospects are kept warm in your firm's voice until they are ready to act.
What the status quo costs
01
High-intent enquiries arrive after work and at weekends, when nobody is on the phone, and the prospect books with the first adviser who replies.
02
Advisers and paraplanners lose chargeable hours to enquiries that were never suitable for regulated advice in the first place.
03
Annual-review bookings slip, so client servicing falls behind and the ongoing-advice fee gets harder to justify at the next assessment.
04
Consumer Duty asks you to evidence fair value and clear, timely communication, and a missed or slow first response undermines exactly that.
The workforce we build for financial advisors
Not a single chatbot. A briefed team, wired into your calendar and the systems you already run, handling the front of house your practice could never staff at all hours.
Your branch, live
A briefed team for financial advisors
4 AI employees, one front of house, no closing time.
Each role beside this owns a single job and runs it around the clock, wired into your calendar and the systems you already run. Every regulated step routes to a human for sign-off.
- The Suitability ScreenerOn duty
- After-hours enquiry captureBriefed
- The Review CoordinatorBriefed
- The Follow-Up AgentBriefed
The Suitability Screener is capturing, qualifying, and booking right now
AI employee 02
After-hours enquiry capture
Answers the evening and weekend window the moment it lands, captures the planning need, and books the discovery meeting before a rival adviser replies.
AI employee 03
The Review Coordinator
Tracks who is due an annual review, books it, and chases the fact-find documents, so ongoing-service obligations are met and evidenced.
AI employee 04
The Follow-Up Agent
Runs a months-long nurture for prospects weighing a pension transfer or retirement decision, in your firm's tone, until instruction is ready.
How it works
01
We map your enquiries
On one call we map where financial advisors enquiries arrive, where they leak, and what each lost one is worth. You leave with a plan and a number.
02
We build the site and the workforce
A premium site signed off before any code, then the AI employees wired into your calendar and the systems you already run, with every regulated step approved by a human.
03
We launch it and keep it sharp
It goes live answering, qualifying, and booking. Then we monitor, report, and improve it, so the branch keeps getting better without you lifting a finger.
What it returns
Seconds
To answer the after-hours enquiry, not next business day
Every enquiry
Screened for suitability before a meeting is booked
On schedule
Annual reviews booked and evidenced for Consumer Duty
We have written up the mechanics behind these numbers: read why answering leads in seconds beats answering in hours and what closing at 6pm really costs.
Straight answers
What financial advisors ask before they commit.
An AI cannot give regulated advice, so what use is it to an FCA firm?
It does not advise. It qualifies, screens for suitability and vulnerability, and books from your approved scripts, then hands every regulated step to an authorised adviser. The boundary is written into the proposal.
Our compliance officer will not approve anything that touches client communication.
You see every message before launch, the agent stays inside approved scripts, and a human signs off each regulated workflow. We supply a one-page data-handling note your CO can file.
Does it integrate with our back-office and CRM?
The scoping call checks systems such as Intelligent Office, Xplan, and your CRM directly, and names exactly which steps connect cleanly and which need a manual handoff before you commit.
Built to the standard
Built around UK financial-advice regulation by default (FCA authorisation and Consumer Duty, SM&CR accountability, vulnerable-customer guidance, UK GDPR and PECR), with US (SEC or state RIA) and AU (ASIC) equivalents on request.
The agent stays inside scripts you approve, every regulated workflow is signed off by a human before it goes live, and we keep an evidence trail for inspection.
The maths
Builds start from £3,500 with a managed AI workforce retainer, shown in your local currency. A standalone AI employee runs about £3,000 to set up plus £700 a month. Most branches like this pay for themselves inside the first quarter on recovered enquiries alone.
Every build includes a 30-day AI trial: you watch it answering real enquiries before you commit. The call is thirty minutes, no pitch.
From
£3,500
One-off build for financial advisors. Workforce managed monthly thereafter. Use the calculator to see the payback on your own numbers.
Questions
What financial advisors ask us.
Workflows are built around FCA conduct rules and Consumer Duty, the agent gives no advice and stays inside approved scripts, and it helps evidence clear, timely first responses and on-schedule reviews.
It captures the signals your firm defines, flags potential vulnerability for a human, and routes those enquiries with care rather than processing them automatically.
Yes. It tracks who is due, books the review, and chases the fact-find paperwork, so ongoing-advice obligations are met without an adviser chasing the diary.
It connects with common platforms such as Intelligent Office and Xplan, and the scoping call confirms exactly what links and what does not before you sign.
More in professional services
Run a different kind of practice? We go just as deep on these.
Book a strategy call
Thirty minutes on a branch for financial advisors.
We map where financial advisors enquiries arrive, the workforce that closes the gap, and the return it should make, then tell you exactly what we would build and what it costs. No pitch deck.
Start with the 30-day AI trial.
Every build includes a 30-day AI trial. You watch the AI workforce answer and qualify real enquiries before the monthly retainer begins, so you commit to what it actually does, not to a promise.