Qualify every lead. Only speak to the ready ones.
Your advisors are expensive. Spending their time on unqualified prospects costs you money. The bot qualifies every inbound enquiry — budget, timeline, circumstance — and only routes the ready-to-proceed leads to your team.
Six channels, one inbox.
Financial prospects research on their own time — evenings, weekends, commutes. The bot qualifies them the moment they make contact, not the next morning when they've moved on.
Web chat
Catches visitors on your services pages. Qualifies in real time and books the discovery call.
Voice
AI phone agent qualifies inbound callers before routing to an advisor — or takes a message out of hours.
Referrals and warm prospects message on WhatsApp. Bot qualifies and books without manual involvement.
SMS follow-up
Automated nurture sequences for prospects who aren't ready yet. Re-engage when the time is right.
Instagram DM
Mortgage and insurance content drives DMs. Bot starts the qualification flow instantly.
Messenger
Facebook-active prospects convert via Messenger. Full qualification flow, no manual step.
Prospects qualified before they reach your advisors.
Financial prospects research at evenings and weekends. Here's how the bot qualifies every inbound enquiry, captures the right details, and books the discovery call — without a human touching the conversation.
From first enquiry to qualified appointment.
Every stage of the prospect journey — initial contact, qualification, nurture, and booking — automated compliantly.
Lead qualification
Asks the right questions upfront — financial situation, goals, timeline — before an advisor is involved.
Discovery call booking
Qualified leads book directly into an advisor's calendar. Reminders sent automatically.
Long-term nurture
Not-ready-yet prospects stay in an automated sequence. Touched monthly until the timing is right.
Document collection
Requests payslips, ID, bank statements — securely — before the first advisory meeting.
Product & service FAQ
Handles common questions about mortgage types, insurance products, and advice fees at any hour.
Referral capture
Makes it frictionless for existing clients to refer a friend. Tracks source and books the referral in.
Post-advice reviews
Satisfied clients prompted for Google and Trustpilot reviews. Complaints routed to the compliance team.
Policy & mortgage renewals
Automated outreach when a policy or fixed rate is approaching expiry. Books the review call.
Cross-sell & up-sell
Clients who have a mortgage bot-qualify for protection products. Triggers at the right life stage.
Advisors using ChitChatBot spend more time advising, less time chasing.
Better-qualified leads, faster time to first meeting, and a nurture system that works while you sleep.
Real clients in this space.
Engagements with named clients across adjacent industries. Tap any card for the full story.
We build the qualification engine. You close the deals.
Financial services firms need compliant conversation flows that qualify without giving regulated advice. We build flows that meet FCA requirements, integrate with your CRM, and hand warm leads to your advisors at the right moment.
- ✓ FCA-compliant qualification flows built to your sign-off
- ✓ CRM integration — HubSpot, Salesforce, or your platform
- ✓ Nurture sequences for every prospect lifecycle stage
- ✓ Document collection and pre-meeting briefing automation
- ✓ Renewal and cross-sell trigger flows
Stop wasting advisor time on unqualified leads.
Pre-qualified prospects, automated nurture, and renewals handled — while your team focuses on advice. Try free or let us build it.