Financial advisory
Never let a lead go cold.
An Inbound Leads Agent replies, qualifies and routes every new lead in seconds — any time of day, so nothing goes cold overnight.
↓ See it in action below
Inbound Leads Agent
Replies, qualifies & routes new leads in seconds — 24/7
Overview
Enquiries arrive
around the clock
A financial advisory firm running paid ads to attract new clients. Enquiries arrive at all hours — but the team only works business hours.
Leads arrive after hours
A new enquiry lands at 7 PM, long after the team has gone home for the day.
Cold by the next morning
Nobody follows up until the next day — and by then the prospect has moved on.
Half of them slip away
About half of all leads go cold, simply because the first reply comes too late.
The Challenge
Half the leads go cold
A lead comes in at 7 PM — and by the time anyone follows up, they have already moved on.
~50%
of leads go cold
before the first reply
before the first reply
~9 hrs
typical wait
for a response
for a response
Our solution
One agent, from
first reply to
booked call
It answers, qualifies and hands over — an advisor only steps in for leads worth their time.
Replies in 30 seconds
Every new lead gets an instant, helpful first reply — any time of day, so nothing waits until morning.
Qualifies in conversation
Asks the right questions to understand goals, timeline and budget — in a short, natural back-and-forth.
Hands over with full context
Hot leads go to the right advisor with the whole conversation attached — no re-explaining, and a call already booked.
See it in action
One lead, start to finish
A real conversation, exactly as it happens: the message lands on one of your channels, the chat opens, and the agent takes it from there.
The result
Faster, qualified, always on
Results
Metric
First response time
Leads going cold overnight
Consultations booked each month
Leads handled outside working hours
Before
~9 hrs
~50%
12
0%
After
< 30 sec
0%
18
100%
No lead is dropped, more consultations get booked, and advisors only spend time on prospects who are already qualified and interested.