Stop Losing Clients to
Hold Music and Slow Claims
A customer wants a quote at 10pm. A policyholder needs to report a claim on a Sunday morning. An investor wants to check their portfolio balance before a meeting. If nobody answers, they go somewhere that will. An AI assistant handles it all - 24/7, on every channel, in any language.
Financial Services Run on Trust. Slow Responses Break It.
Your team spends hours every day answering the same questions. What's my balance? How do I make a claim? Can I change my payment date? What does my policy cover? When does my fixed rate end?
Every one of those calls is eating into your margin. Multiply that by hundreds or thousands a month, and you're burning through budget on conversations that don't need a human.
Meanwhile, 35% of your customers need help outside business hours - evenings, weekends, bank holidays. A client who's just had a car accident. A homeowner whose pipe has burst. A business owner reviewing their cover before a deadline. Nobody's there. They call another broker. They switch providers. They leave a one-star review.
An AI Assistant Built for Finance & Insurance
Not a generic chatbot with scripted responses. A real AI that knows your products, your policies, your compliance requirements, and your customers - and takes action.
In Finance, the First to Respond Wins the Client.
When someone wants a quote, they don't wait. They get three quotes from three providers and go with whoever responds first with the clearest answer. Every missed call is a lost policy. Every slow email is a client who went to a comparison site instead. AI assistants aren't a nice-to-have anymore - they're the difference between growing your book and watching it shrink.
| Benefit | Detail |
|---|---|
| Up to 99% savings | A fraction of the cost of handling enquiries by phone or email |
| Never miss a client | 35% of finance enquiries happen outside business hours |
| Scale instantly | Renewal season, new product launches, market events - no extra staff needed |
| +67% satisfaction | Faster answers, zero hold time, every language |
| Free your team | Let advisors do what they're best at: building relationships and closing high-value business |
What This Looks Like in Your Business
Real scenarios. Real actions. Not scripted responses - intelligent conversations that get things done.
One AI Assistant. Everywhere Your Clients Are.
Website, app, WhatsApp, SMS, Facebook, Instagram - one assistant, unified conversations, consistent experience.
Plugs Into Your Existing Finance Systems
The AI assistant integrates directly with the tools you already use. No ripping out systems. No migration headaches. It connects, reads, and acts on your data in real-time.
- Insurance platforms - Applied Epic, Acturis, SSP, Open GI
- Banking & payments - Stripe, GoCardless, Modulr, ClearBank
- CRM & marketing - HubSpot, Salesforce, Mailchimp, ActiveCampaign
- Claims management - ClaimVantage, Guidewire, FNOL systems
- Compliance & docs - DocuSign, Adobe Sign, Aviva, Zurich portals
- Anything with an API - custom builds, legacy systems, proprietary tools
Live in Days. Saving Money Immediately.
You don't need a technical team. You don't need to learn anything. We handle everything.
You Don't Need to Know Anything About AI
We create and manage your AI assistant for you, training it continuously to improve performance. You focus on running your business. We focus on making sure every client, policyholder, and prospect gets an instant, accurate, helpful response - whether it's 2pm or 2am.
Ready to Transform Your Client Service?
Book a free 30-minute strategy call. We'll look at how your business handles enquiries and show you exactly how much time and money an AI assistant could save you.
Free. No Obligation.