AI for Financial Advisors:
How Retarget Rev AI Increased Conversions by 2.1x
Source: Internal case study, Automate Rev AI
Challenge: Prospects stalled after initial consultations
Solution: AI for financial advisors nurtured prospects with personalised follow-ups and education flows
Technologies and tools: ChatGPT, Make.com, HubSpot CRM, WhatsApp Business API, Gmail API
Client
Kingsley Wealth is a UK mortgage brokerage with steady inbound leads from ads and referrals. Despite a strong pipeline, up to 70% of leads went cold after initial contact.
Challenge: stalled prospects = stalled revenue
The firm’s key issues included:
- Proposals sent but no follow-up system in place
- Advisors inconsistent with manual reminders
- Lost opportunities to competitors during long decision cycles
Solution: Retarget Rev AI lead revival system
Automate Rev AI deployed Retarget Rev AI, an AI client nurture system for advisors.
- Personalised reminders
AI sent messages referencing each client’s stated goals (retirement, inheritance, wealth protection). - Educational nurture flows
ChatGPT created simple explanations of complex products (pensions, ISAs, investment funds). - Multi-channel engagement
Prospects nudged across WhatsApp, email, and SMS with timely updates. - Advisor intervention
When a prospect re-engaged, an alert was sent to the assigned advisor immediately. - Analytics and optimisation
Dashboard showed which nurture sequences generated the most conversions.
Results: shorter cycles, higher conversions
- 38% of dormant prospects re-engaged within 30 days
- Conversion rate improved by 2.1x
- £40,000 in new advisory revenue generated in one quarter
Industry insight: clients who feel educated and informed are 70% more likely to buy financial services (Deloitte). Retarget Rev AI provided that education automatically.
Why AI for financial advisors drives growth
By combining financial advisory lead automation with tailored education, Kingsley Wealth built trust, reduced drop-offs, and converted hesitant prospects into paying clients.
Get in touch today
By combining financial advisory lead automation with tailored education, Kingsley Wealth built trust, reduced drop-offs, and converted hesitant prospects into paying clients. Book a demo with Automate Rev AI today
