Financial Services Firms Are Losing £756K Annually to Poor Enquiry Handling
Every missed or delayed enquiry is lost revenue. I help financial advisers, wealth managers, and IFAs automate enquiry response so you never lose another client to slow follow-up.
Based on firms receiving 100 enquiries per month with poor enquiry handling
The £756K Problem Every Financial Services Firm Faces
A potential client fills out your enquiry form at 8pm on Tuesday. You're with clients all day Wednesday. By Thursday afternoon when you finally respond, they've already booked with a competitor who replied in 2 minutes.
This happens more often than you think. According to the 2025 Professional Services Client Journey Report by insight6, financial services firms scoring below 80% on enquiry handling are 30% less likely to convert opportunities.
For a typical financial services firm handling 100 enquiries per month, this costs £756,000 annually in lost revenue. That's based on an average client value of £2,500 and 30 missed opportunities per month due to poor enquiry handling.
Can your firm afford to lose three-quarters of a million pounds every year simply because enquiries sit unanswered?
How Much Is Poor Enquiry Handling Costing Your Firm?
Enter your numbers to see your specific lost revenue
These figures are based on the 2025 Professional Services Client Journey Report.
Automate Enquiry Response, Recover Lost Revenue
I help financial services firms respond to every enquiry in minutes, not days
Instant Response
- •Every enquiry gets personalised response within 2 minutes, 24/7
- •Capture lead details whilst they're hot
- •Book initial consultations automatically
Intelligent Follow-Up
- •Automated follow-up sequences that feel personal
- •Never let an enquiry go cold
- •Track every interaction automatically
More Conversions
- •Typical improvement: 20-40% increase in conversion
- •Recover £500K-£700K+ in lost revenue annually
- •Handle more enquiries without hiring
This isn't about replacing your team. It's about ensuring no enquiry falls through the cracks whilst your team focuses on high-value advisory work.
Most clients see ROI within 2-4 months. For a firm losing £756K annually, even a 50% improvement means £378K recovered revenue.
Beyond Enquiry Handling
Whilst enquiry automation delivers the fastest ROI, I can also help with:
Client Onboarding Automation
Streamline new client setup and documentation
Compliance Documentation
Automate regulatory reporting and record-keeping
Recurring Admin Tasks
Free your team from repetitive administrative work
Data Integration & Reporting
Connect systems and generate insights automatically
But let's start with the biggest problem first - stopping the revenue leak from poor enquiry handling.
From Lost Revenue to Recovered Revenue in Weeks
Free Discovery Call
- • Discuss your current enquiry volume and handling process
- • Calculate your specific lost revenue
- • Identify quick wins
Choose Your Approach
- • AI Clarity Consultation (£97/£197) for specific guidance
- • AI Audit (from £5K) for comprehensive analysis with ROI calculations
- • Jump straight to implementation if you're ready
Build & Implement
- • I design automation tailored to your firm and compliance requirements
- • Typically 2-4 weeks for enquiry automation
- • You stay involved throughout
See Results
- • Start recovering lost revenue within weeks
- • Measurable improvement in response times and conversion
- • Ongoing support available
Results from Financial Services Firms
Recovering £420K annually
"We were losing clients to competitors who responded faster. Now every enquiry gets an instant, personalised response. Our conversion rate has never been better."
Down from 2 days
"The automation handles initial enquiries whilst I'm with clients. By the time I follow up, they're already impressed by our responsiveness."
£580K recovered annually
"The system paid for itself in three months. We're now handling 40% more enquiries without hiring additional staff."
Ready to Stop Losing £756K+ Every Year?
Start with a free discovery call to calculate your specific lost revenue and discuss solutions
No commitment. No sales pressure. Just honest advice about recovering your lost revenue.