AI Answering for Financial Advisors | Capture Every Qualified Lead

You're in a review meeting with an existing client. Phone rings — it's a potential new client asking about pensions and ISA wrappers. You let it go. They call three other IFAs. One gets back to them by end of day. You just lost a client worth £50k+ in assets under management.

Propel AI answers every call, 24/7. It captures the financial planning area they're interested in, their timeline, and approximate investable assets — then sends you a full summary so you can prioritise your callback and close the lead.

What Propel AI Handles

  • Answers calls instantly — rings once then AI picks up
  • Captures planning area: pension, ISA, inheritance, retirement, investment, protection
  • Records timeline: ASAP, 6 months, year-plus, just researching
  • Gathers approximate investable assets: under £50k, £50-250k, £250k+
  • Notes how they found you: referral, Google, LinkedIn, seminar, radio
  • Texts you the full summary after every call

Financial Advisor Specific Pain Points

  • Phone rings when in client meetings — can't answer
  • High-net-worth leads are time-sensitive — fast response wins
  • Qualifying questions before a callback saves wasted time
  • No system for capturing asset range and timeline from voicemail
  • Professional referrals need a prompt call to convert
  • Compliance requirements make call recording and notes essential

The Numbers

£260k
average investable assets per UK IFA client
70%
of high-net-worth clients choose the first IFA they call
48hr
window before most new enquiries go elsewhere

How It Works

  1. Call comes in — AI greets with your firm name, asks what they're looking to discuss
  2. Area captured — Pension, ISA, retirement, investment, protection, or estate planning
  3. Asset range and timeline — Approximate investable assets and when they want to act
  4. Referral source noted — How they found you, which helps prioritise quality of lead
  5. Summary to you — Full SMS summary with all details for your callback

FAQ

Can it qualify leads based on my minimum asset threshold?

Yes. We build your script to capture the asset range and flag leads below your minimum threshold as a separate category. You can decide how to handle these — some IFAs have a junior advisor or paraplanner follow these up, others direct them to a national advice service.

What about compliance and call recording?

Every call is recorded and stored in your secure dashboard with full transcription. This satisfies FCA record-keeping requirements and gives you a complete audit trail for every enquiry — including ones you missed and how they were handled.

Can it route existing clients to their advisor?

Yes. We can build a recognition flow for existing clients — the AI routes them directly to their assigned advisor or books a callback with the right person. Existing clients don't go through the qualification flow.

Stop losing high-net-worth clients to missed calls

Book a free 20-minute call to see how Propel AI works for financial advisors.

Book a Free Call →