Unlock the Future of Lead Generation with your own AI Clone. A highly personalised tool that can:
Introducing a revolutionary tool for financial advisers, IFAs and financial planners - a personal AI that mirrors your expertise, personality and professional style.
Transform your website or LinkedIn profile into an interactive, text-based tool that engages website visitors and prospects 24/7. Imagine having a digital version of yourself that answers FAQs and nurtures leads without requiring additional time from you. Keep your audience engaged by putting the focus on them, while collecting valuable insights.
Setting up your AI clone is easy and intuitive. Train it with your professional style, signature phrases and any existing content - then test and refine with real interactions to ensure it delivers high-quality engagement that new prospects expect.
How does my personal AI help me generate new leads?
Your personal AI engages visitors to your website or LinkedIn profile by answering their questions and providing valuable information, which builds trust and interest. It collects contact details and other relevant information, enabling you to follow up in person.
Does my AI give financial advice?
Absolutely not. Your AI is trained not to give financial advice, but to engage with your website visitors and to collect information which YOU can then follow up in a highly personalised way. Your AI is trained to provide generic educational responses and to recommend an initial discussion with you, the qualified financial adviser.
How will I know if the AI clone is effective in engaging prospects?
Your AI clone comes with a dashboard that provides detailed analytics, including the number of interactions, common questions being asked and copies of the conversations. This data helps you assess its effectiveness and make informed adjustments which further train the AI so that it constantly improves its output.
Will the AI clone be able to handle complex client enquiries?
Up to a point, yes - though it knows its limits! While your AI clone is designed to manage a wide range of FAQs and enquiries, it directs complex or personalised financial advice requests to you, ensuring prospects receive accurate and tailored information.
Can my AI clone truly reflect my unique professional style and tone?
Yes, you'll be amazed! Your AI clone is trained using your website and other content, signature phrases and professional conversational style, ensuring it accurately represents your tone, manner and approach in client interactions. You can train it with common questions that clients ask you and teach it to answer just how you would.
How is this different from ChatGPT?
If a consumer was to ask ChatGPT about personal finance or retirement planning issues, it would give a reasonably good generic answer. But it wouldn't be able to respond in your personal tone, manner and style or with your specific expertise. What's more ChatGPT wouldn't be able to answer questions about the services you offer or to give contact details and other relevant information that is unique to you and your business.
In short, your personal AI is trained to act just like you! It is trained on your website and other content (blogs, articles etc) and to give answers to questions you are commonly asked.
Ready to get started or have a question?
How much time will it take to set up and maintain my AI clone?
Setting up your personal AI is straightforward and user-friendly, taking only a few hours to configure and train initially. It is then fine-tuned with refinements based on test and ongoing interactions. It takes about a week to get it up to speed and then the more you train it, the better it becomes.
How can I get started?
You have two options:
What is my investment?
*Billed separately as $99pm = approx. £78pm after 14 day free trial. Cancel anytime.
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