The Referral Opportunity Analyser

The Referral Opportunity Analyser is an AI-powered tool that helps financial advisers identify missed referral opportunities in their client meetings.

Simply paste in an anonymised meeting transcript, and the tool instantly highlights the exact moments where your client expressed satisfaction or value - which experts agree are typically perfect opportunities to ask for referrals and introductions.

For each opportunity, you'll receive the client's quote, the value signal they expressed and suggested natural language for asking for a referral. The tool also provides coaching tips to help you capture more referral opportunities in future meetings.