Financial Advisors
AI intake for financial advisers and wealth firms
Qualify enquiries against your fit criteria and book the right prospects with an adviser, GDPR-first and FCA-appropriate.
Turn your firm into a premium advice business that only meets qualified prospects.
21×
more likely to qualify a lead contacted within 5 minutes vs 30
67%
of callers won't leave a voicemail
71%
who reach voicemail then call a competitor
Sources: MIT / InsideSales (Oldroyd); BIA/Kelsey; BrightLocal. Figures are industry research cited in good faith and should be verified and kept current.
The problem
- › Time wasted on enquiries outside your minimum or remit.
- › Prospects expect an instant, professional response.
- › Financial data needs careful, compliant handling.
Why Whistle fits
Whistle captures contact details through secure EU-hosted fields, not through the AI, and gives you a documented, data-minimised trail.
See it live
The Whistle widget on this page is configured for financial advisors. Open it (bottom-right) and try an enquiry.
One line to install
<script src="https://cdn.amaigo.com/whistle.v1.js"
data-client-id="financial-advisors" defer></script>