AI for financial advisers: qualified discovery calls in the diary
Good enquiries are easy to lose, and too much adviser time goes on first calls that were never going to be a fit. NovaScale AI answers every call, fact-finds against the thresholds you set, books discovery calls and annual reviews, and keeps the paperwork moving. It never gives advice. We set it up and run it for you.
14-day money-back guarantee. No contracts — cancel anytime.
Our clients
Independent businesses we work with across all of our services
Where advice firms lose time and clients
Enquiries that are not a fit
Advisers spend time on first calls with people the firm cannot help, while better prospects wait for a call back.
Annual reviews to arrange
Booking review meetings with every client is slow, repetitive work that still has to be done properly.
Paperwork before every meeting
Fact-finds, identity documents and letters of authority all need chasing before any advice can be given.
What NovaScale AI can run for your advice firm
Six services that work on their own or together. Start with one and add the rest when you are ready.
AI receptionist
Answers every call, gathers the facts you ask for, such as goals, timing and assets, and books a discovery call with the right adviser. It gives no advice, and every conversation is logged.
AI receptionist for financial advisersWebsite chat
Answers general questions about your services on your website, collects the same facts and books the discovery call.
Website chatbotReview booking and reminders
Annual reviews are booked with existing clients, confirmed and reminded automatically, without your team ringing round.
AI appointment bookingWebsite
A fast, mobile-first website that explains who you help and how you charge, with adviser profiles and a clear route to a first conversation.
AI website buildingSocial content and ads
Posts, articles and short videos drafted for you. Nothing is published until it has been through your own financial promotions sign-off.
AI social media and ad creationAdmin automation
Onboarding forms, document requests, meeting reminders and follow-up tasks handled automatically, with a record of everything sent.
Business automationThe AI receptionist for financial advisers
We suggest starting with the phone, because a slow first response is an easy way to lose a good prospect. The AI receptionist can be live within 48 hours, and it fact-finds only.
How we get you started
- 1
Tell us where enquiries slip
On a free strategy call we look at how calls, messages and bookings reach your advice firm today, and where they are being lost.
- 2
We build the first piece
We set up the service that will make the biggest difference first, train it on your services, client criteria and booking rules, and test it with you before it goes live.
- 3
Go live, then add more
Your AI receptionist can be live within 48 hours of onboarding. Add chat, content or automation when you are ready, one piece at a time.
Common questions about AI for financial advisers
Put AI to work in your advice firm
Book a free strategy call and we will show you where AI would make the biggest difference in your advice firm. We onboard a limited number of new businesses each month.
14-day money-back guarantee. No contracts — cancel anytime.