Prospects don't ghost you. They get followed up by someone else first.
Every enquiry, referral and event registrant gets a personal call, text and voicemail from your firm within 60 seconds, then consistent follow up until a review meeting is in your calendar.
Paid on results · Your brand, your numbers · US & UK
What your leads experience
The leak
Where advice firms leak clients
None of this is a lead problem. It's a follow up problem, and it quietly gets worse every week.
Seminar and webinar lists go cold
You paid to fill the room. A week later, most registrants have never been called, and the money stays where it is.
Referrals slip through
A client sends a friend your way, you're in back to back reviews, and the warmest lead you'll ever get quietly books elsewhere.
Retirement money moves fast
People weighing up a pension transfer or a retirement rollover act on momentum. Slow follow up hands the assets to whoever calls first.
Old prospects sit in the CRM
Years of 'not right now' prospects. Life has changed for many of them, but nobody's checked in.
The fix
What your AI actually does for wealth managers & financial planners
Not a chatbot widget. A working system across voice, SMS and voicemail, built around how your pipeline actually runs.
Instant response to every enquiry
Website, ads, directories and event sign ups. The AI calls and texts within 60 seconds from your firm's number, in a tone you've approved.
Seminar and webinar follow up
Every registrant gets a friendly call after the event, a few questions about goals and circumstances, and the offer of a review meeting slot.
Referral concierge
Referred prospects get a warm welcome call and a booked intro meeting while the recommendation is still fresh.
Annual review scheduling
Reviews get booked, confirmed and reminded automatically, protecting recurring revenue and keeping clients close.
Old prospect reactivation
AI voice and SMS reopens conversations with past prospects. New job, house move, inheritance, retirement getting closer.
Show rate protection
Voice and SMS reminders before every meeting keep no shows low and your calendar full of people who actually turn up.
What happens behind the scenes
Speed to lead, live
Hours → 60 seconds
Speed decides who wins the client.
How it works
See it working before you commit
No retainers to test the waters. No 12 month contracts. We earn the right to your new leads by performing on your old ones.
Take the free AI audit
Answer a few questions about how leads reach you today. We'll show you where they're slipping away and roughly what that costs you each month.
We build your system, then show you
We design your AI voice, SMS and reactivation setup around your firm, with scripts you approve, then walk you through it live on a demo call. You see it working before you decide anything.
Launch on performance
If you have a database, we usually start with reactivation. No retainer, we get paid on booked results. Once that's working, we switch on speed to lead for your new enquiries.
The difference
The same leads. Very different outcomes.
Without ClientFlood
- New leads wait hours for a callback, sometimes forever
- Calls missed in meetings go to voicemail and die there
- Follow up stops after one or two attempts
- Old leads and past clients sit untouched in the CRM
- Nights, weekends and holidays are dead air
With ClientFlood
- Every lead called and texted in under 60 seconds
- Missed calls get an instant text back that books the appointment
- Gentle, persistent follow up runs until they book or opt out
- Your database gets worked properly, and we're paid on results
- Round the clock coverage under your brand and your numbers
Database reactivation: how we usually start
Your dormant prospect list is unadvised money
Prospects who said 'not yet' two years ago have had pay rises, promotions, inheritances and market scares since. We reactivate your existing list under your brand, with scripts you approve, and we only get paid when meetings get booked.
One new client relationship usually pays for the system many times over, and most firms see meetings booked within the first few days of a campaign.
Performance first. Zero risk to find out.
Reactivation campaigns run with no upfront fee. We get paid when your old leads turn into booked appointments, and ongoing work runs on simple monthly terms with no long lock in. If the system doesn't perform, you don't keep paying for it.
FAQ
Fair questions, straight answers
Is this appropriate for a regulated advice firm?
Yes. The AI works from scripts you approve, gives no advice and makes no product or performance claims. It qualifies interest and books meetings, and anything beyond that goes to your team. Outreach runs compliantly in both markets, only to your own enquiries and past contacts, never cold data.
How will it come across to high net worth prospects?
Calm, personal and unhurried. You'll hear it on the demo before anything goes live, it always says it's calling on behalf of your firm, and it never pressures anyone. If someone isn't interested, it thanks them and leaves them be.
Is the demo call a sales call?
No. Before the call we build the solution for your firm: your lead flow, your scripts, your reactivation plan. On the call we show you it working. If you like it, we launch it. If not, you've spent half an hour and you keep the blueprint.
What will the AI sound like to my clients?
Warm, natural and on brand. You'll hear it yourself before your leads ever do, and it works from scripts you sign off word for word. It introduces itself properly, and if someone isn't interested it thanks them and leaves them be. Every call is recorded and every text is logged, so you can listen in whenever you like.
Does this replace my team?
It takes over the parts of the job your team doesn't want anyway: the instant response at 9pm, the seventh follow up attempt, ringing 3,000 old leads. Your people get handed qualified, booked appointments instead of cold call lists.
How fast do we see results?
Database reactivation typically books appointments within the first few days. Speed to lead lifts conversion from day one. The full effect across your pipeline usually lands within 30 to 60 days.
Is it compliant in my market?
Yes. US messaging runs on registered A2P 10DLC numbers, and UK campaigns run in line with PECR and UK GDPR, with proper opt outs throughout. We only ever contact your own leads, clients and candidates. We never touch cold data.
What does it cost?
Reactivation starts performance only: no retainer, we get paid on results. Ongoing systems run on a simple monthly fee sized to your volume, with no long lock in. We'll put exact numbers on it at the demo, once we've seen your lead flow.
Still have a question? Ask it on a demo call →
Your competitors answer in seconds. Now you can too.
Take the 3 minute audit to see where you're leaking leads, or go straight to a demo and watch your solution working live.
A demo, not a sales call. We build your solution first and show it to you live.