The FCA compliant website assistant built for IFA firms.
Convert website traffic into calls, qualify prospects, and answer enquiries – 24/7.
Most firms lose over 90 % of potential leads before they even enquire.
According to industry benchmarks, just 2–5% of financial services website visitors become leads*. That means the vast majority leave without enquiring.
Looks professional. Loses leads.
Most IFA websites are well-written, compliant, and professional – but they aren’t built to convert.
Your visitors are looking for clarity, guidance and a way to take the next step. When they don’t find it, they quietly leave.
According to data, only 2–5% of financial services website visitors become leads.*
That means over 90% of potential clients disappear before they even enquire, not because your service lacks value, but because your site doesn’t guide them toward it.
Trust breaks before they ever enquire
When your website doesn’t actively guide the visitor, or offer specific next steps, it creates uncertainty.
Small barriers like vague contact forms, asking people to ‘get in touch’ or complicated service pages can quietly push clients away.
Even if your service is exceptional, unclear next steps leave people unsure of what to do. This typically results in a feeling over overwhelm and exiting the site.
In financial advice, building trust is everything. Customers need to be actively guided and supported through the preliminary stages of their financial journey.
Slow = Lost Trust
82% of consumers say quick responses influence their trust in a business.
— HubSpot Consumer Trust Report, 2023
Low Conversion
2–5% of financial services website visitors become leads.
— Unbounce Industry Benchmarks, 2024
Contact forms aren’t enough
Over 80% of users abandon a website if they can’t find answers or help quickly.
— Forrester Research, 2022
The solution is supporting the client before they ask for help.
When your website can interact to offer clarity and direction, it builds the foundation of a strong client relationship.
You start conversations that would’ve been lost.
You turn passive visits into active steps toward your advice process.
You create more opportunities for initial consultations, without lifting a finger.
The solution isn’t changing what you do.
It’s creating a clearer, more confident way to start the journey with you.
Introducing FactFinderAI
The FCA compliant solution helping IFA firms turn website traffic into enquiries.
FactFinderAI integrates with your existing site to seamlessly engage visitors the moment they arrive, answering questions, guiding them to the right service, and helping them take the next step toward becoming a client.
Trained on your firm’s tone, service offerings, and FAQs, FactFinderAI provides support that feels human without providing any financial advice. It creates a smooth, reassuring experience for potential clients, even when your team is unavailable.
Whether they’re exploring pensions, protection, or investment advice, prospects get clarity and direction without having to dig through pages of content or fill in vague forms.
Start more conversations right when interest is highest
Build confidence and clarity from the first visit
Collect high-quality, compliant leads without extra admin
More ROI from site visitors
Make very click count
You can invest in SEO, ads, or a brand new website, but if visitors land and leave confused, the opportunity is gone. Instead of pouring more money into getting attention, you actually start converting the attention you’re already getting.
Simple to set up, effortless to manage
FactFinderAI integrates seamlessly into your existing website with just a few lines of code.
It supports visitors, answers questions, and captures leads all without changing your current process.
There’s no extra platform and no system to manage.
Help that’s always available
While you’re focused on clients and the team is busy, FactFinderAI keeps your site active.
It supports visitors, answers key questions, and encourages the next step. Turning interest into action around the clock.
Built with compliance in mind
FactFinderAI is trained specifically for the UK financial services industry, with compliance at its core.
It never offers advice, instead, it answers client questions using your firm’s approved content, guides, and policies. Everything it says is rooted in the FCA’s expectations for clarity, neutrality, and suitability.
It fits naturally into your website, helping clients navigate services, understand your process, and feel more confident to enquire without putting your firm at risk.
Your new employee without a salary
FactFinderAI gives your firm the benefits of an engaged, knowledgeable assistant without the cost, training, or management.
It’s custom trained on your services, tone of voice, and client journey, so it feels like an extension of your team.
From pensions to protection, it helps visitors find the right information, understand your process, and move closer to enquiry, even when no one’s available to help.