💰Financial Planning & Wealth Management

The Ai Client Engine for Financial Planners

Stop losing clients to slow follow-up, missed reviews, and administrative overload. The Ai Client Engine captures every enquiry, automates every review, and gives your advisors back the time they need to do what they do best.

See How It Works →Calculate My ROI

68%

of financial planning clients leave due to poor communication

40%

of advisor time spent on documentation and admin

5×

more expensive to acquire a new client than retain an existing one

The Uncomfortable Truth

Right Now, Clients Are Leaving
and You Don't Know Why.

The average financial planning practice loses 8–12% of its client base every year. Not because the advice was bad. Not because the fees were too high. Because clients felt forgotten between reviews, because enquiries weren't followed up fast enough, and because the competition was more responsive.

A prospective client submits an enquiry on a Tuesday evening. They're motivated, they have money to invest, and they're ready to act. By Thursday morning when your team calls, they've already had a discovery call with two other firms. You lost a $500,000 FUM client because of a 36-hour response time.

This is not a people problem. This is a systems problem. And it is costing your practice every single day.

The Ai Client Engine

What If Every Client Got the Attention They Deserve — Without Adding to Your Workload?

Ai Tech Advisory builds a custom Ai Client Engine for your financial planning practice. It captures every enquiry, automates every review, handles compliance documentation, and keeps clients engaged between meetings — all without adding a single hour to your team's workload.

🎯

Capture

Every enquiry, every channel, every time. Web forms, phone calls, referrals — all feeding one intelligent system that responds within 60 seconds.

🧠

Nurture

Ai identifies client life stage — accumulation, pre-retirement, estate planning — and routes them through a personalised engagement pathway tailored to their goals.

📅

Retain

Your advisors receive warm, pre-qualified appointments with full client profiles, while existing clients receive proactive, personalised communication that builds loyalty.

How It Works

Five Ways the Ai Client Engine
Transforms Your Practice.

Click each scenario to see exactly how the Ai Client Engine handles it — step by step.

Turn Every Enquiry Into a Fully Qualified Discovery Meeting

⚠️Right Now

A prospective client submits an enquiry on your website at 9pm on a Tuesday. They get an automated 'thank you' email. Your admin team calls them Thursday morning. By then, they've had a discovery call with two other firms and are already leaning toward one of them.

✅With the Ai Client Engine

The moment an enquiry is submitted, the Ai Client Engine engages instantly — capturing their financial goals, life stage, and urgency. It qualifies them, books a discovery meeting, and sends a personalised pre-meeting briefing to your advisor before the call even starts.

How It Works — Step by Step

📋

Step 1

Enquiry Received

Web form, phone, or referral

⚡

Step 2

Instant Engagement

Ai responds within 60 seconds

🧭

Step 3

Goals Captured

Life stage, objectives, urgency

📅

Step 4

Meeting Booked

Discovery call scheduled

📊

Step 5

Briefing Sent

Full profile delivered to advisor

📈

Wealth Accumulation

Investment strategy, superannuation optimisation, and long-term wealth building for clients in their 30s–50s.

🌅

Pre-Retirement

Transition-to-retirement planning, pension strategies, and income stream structuring for clients aged 55–65.

🛡️

Estate & Protection

Life insurance, income protection, estate planning, and intergenerational wealth transfer strategies.

→Every enquiry captured. Every prospect qualified. Every advisor prepared.

ROI Calculator

What Would This Mean for Your Practice?

Adjust the sliders to model the impact of the Ai Client Engine on your specific practice.

Your Practice

Number of Advisors5

Clients per Advisor80

Average FUM per Client$450K

Average Fee Rate (%)1.2%

Current Annual Revenue

$2.2M

400 clients × $450K FUM × 1.2% fee

Additional Revenue (Better Conversion + Retention)

+$432K

80 additional clients retained/converted

Time Savings (Documentation Automation)

+$250K

832 advisor hours reclaimed per year

Total Annual Benefit

$682K

Revenue growth + time savings combined

The Difference

This Is What Your Practice Looks Like
Before and After the Ai Client Engine

⚠️Before

✅After Ai Client Engine

✗ New enquiries followed up days later — or not at all

✓ Every enquiry engaged within 60 seconds, automatically

✗ Annual reviews missed or delayed for months

✓ Every review scheduled on time with personalised outreach

✗ Referrals going cold before anyone follows up

✓ Referrals fast-tracked with VIP welcome experience

✗ Advisors spending 40% of time on documentation

✓ Ai generates file notes and SOA drafts automatically

✗ Clients hearing from competitors more than from you

✓ Personalised engagement between every review

✗ No visibility on which clients are at risk of leaving

✓ Engagement scoring flags at-risk clients proactively

✗ Compliance a constant source of stress and rework

✓ Compliance Ai Agent ensures nothing is missed

Results

Financial Planners Using the Ai Client Engine Are Seeing:

4×

increase in new client conversion from enquiry

"We used to convert about 1 in 5 enquiries. Now it's closer to 1 in 1.5. The Ai qualifies them so well that by the time they sit down with an advisor, they're already sold on the firm."

— Practice Principal, Melbourne

annual reviews missed in 12 months

"We have 220 clients. Before the Ai Review Engine, we were consistently behind on reviews. Now we're ahead. Every client reviewed on time, every time."

— Senior Financial Planner, Sydney

68%

reduction in documentation time per advisor

"My advisors used to dread SOA season. Now the Ai does the heavy lifting. They spend their time with clients, not paperwork."

— Practice Manager, Brisbane

Your Next Move

Every Day Without This System
Is a Day Clients Are Drifting Away.

The financial planning market is competitive. Clients have options. The practices that win respond fastest, review most consistently, and communicate most personally.

⚡ We work with a limited number of financial planning practices at any one time. Leave your details and we'll show you exactly what this looks like for your practice.

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