The Cost of Poor Enquiry Handling
Based on research from insight6, Financial Services firms are losing significant revenue due to inadequate enquiry handling processes. Read the white paper
Per firm based on 100 enquiries/month
Potential business lost every month
Industry average at enquiry stage
Phone enquiries that receive follow-up
Phone Enquiry Performance
Phone enquiries typically receive better initial responses but still suffer from poor follow-up practices.
Web Enquiry Performance
Web enquiries consistently underperform, with slower response times and minimal follow-up.
Why Financial Services Firms Are Losing Revenue
Our research identified these critical issues that are costing your firm valuable business opportunities.
Declining Client Experience
NPS scores have dropped from -42 to -48, indicating a worsening client experience at the enquiry stage despite financial services firms focus on client relationships.
Digital Response Gap
While phone handling outperforms web responses, the digital gap is particularly problematic in an industry where clients increasingly expect seamless digital experiences.
Inadequate Follow-up Process
With only 12% of phone enquiries and 6% of web enquiries receiving follow-ups, financial services firms are missing critical opportunities to convert interested prospects.
Inconsistent Quality
Responses often lack the personalisation and expertise that clients expect from financial professionals, creating a disconnect between firm capabilities and client perception.
Calculate Your Potential Savings
See how much revenue your firm could reclaim by implementing our AI Transformation Partnership Programme.
Expected Improvements
Your Potential Annual Savings
Based on industry averages and your firm size. Book a consultation for a detailed analysis.
AI Transformation Partnership
A comprehensive approach to revolutionise your enquiry handling with AI automation while keeping the human touch.
Human + AI Automated Approach
We create a fully customised solution tailored specifically to your firm's unique processes and requirements. Our approach combines AI capabilities with human expertise to deliver the perfect balance for your business.
- AI response handling based on your business needs—24/7 or during specific hours
- Draft responses for your team to review and approve before sending
- Phone call transcription, summarisation and CRM integration
- Everything customised to fit your existing workflows and systems
Custom implementation costs are in addition to the base subscription fee, based on your specific requirements.
Long-Term Partnership
We don't just build and disappear. We're your partner for the long haul, continuously improving your systems:
- Continuous optimisation based on real-world performance
- Quarterly strategy sessions to identify new automation opportunities
- Seamless integration with your evolving business processes
- Priority support with guaranteed response times
Beyond Enquiry Handling
Once we've transformed your enquiry handling, we can help you identify and automate other repetitive tasks across your business:
- Client onboarding and document processing
- Reporting and administrative workflows
- Research and information gathering
- Compliance monitoring and documentation
Free your team to focus on high-value client interactions that drive growth and job satisfaction.
How We Deliver Results
Our proven process ensures a successful implementation of AI automation that delivers tangible benefits.
Discovery & Assessment
We thoroughly analyse your current enquiry handling process, identifying pain points, bottlenecks, and opportunities for automation. We work with your team to understand your unique requirements and challenges.
Custom Solution Design
We design a custom AI automation solution that integrates seamlessly with your existing systems and workflows. Our solution is tailored to your specific industry requirements and business objectives.
Implementation & Knowledge Transfer
Our technical team implements the solution with minimal disruption to your operations. We ensure all components are properly integrated and your team is fully trained on how to work alongside the AI system.
Continuous Optimisation
We don't just set it and forget it. We continuously monitor, analyse, and optimise the performance of your AI system, ensuring it delivers maximum ROI and adapts to your evolving business needs.
Expand & Scale
Once your enquiry handling is transformed, we identify additional opportunities for AI automation across your business, helping you continually improve efficiency and reduce costs while growing your revenue.
Why Choose Our AI Solution
Our AI Transformation Partnership Programme delivers measurable results for Financial Services firms.
Immediate Response to Every Enquiry
Our AI ensures that every potential client receives an immediate, personalised response, regardless of when they reach out.
Consistent Follow-up Process
Automated follow-up sequences ensure no potential client falls through the cracks, increasing conversion rates.
Reduced Administrative Burden
Free up your team's time by automating routine enquiry handling, allowing them to focus on high-value client work.
Data-Driven Insights
Gain valuable insights into client behaviour and preferences, helping you refine your services and marketing.
Competitive Advantage
Stand out in the Financial Services sector by providing exceptional client experience from the very first interaction.
Scalable Solution
Our AI solution grows with your firm, handling increasing enquiry volumes without additional staffing costs.