"Quick question about my pension" â times forty.
Client questions land all day: pension values, ISA allowances, "can we have a quick call?". Susan answers the routine ones from your approved facts, books annual reviews into your calendar, and chases the fact-find paperwork clients always forget, so your time stays billable.
Ăa vous parle ?
Routine questions all day
"What's my pension worth?" messages interrupt the deep work clients actually pay for.
Review scheduling ping-pong
Booking annual reviews takes ten messages each, usually answered late at night.
Fact-finds never arrive
Cases stall for weeks waiting for risk questionnaires, ID and bank details.
Répondu, capté, réservé, pendant que vous travaillez
- â Answers routine FAQs from your approved facts only, never invents figures
- â Books annual reviews into your calendar with automatic reminders
- â Chases fact-finds, ID and risk questionnaires via WhatsApp until complete
- â Keeps every conversation logged for a clean, reviewable audit trail
Explore Financial advisers & IFAs use cases
Everything You Need to Know About Susan for Financial advisers & IFAs
How does Susan AI work for Financial advisers & IFAs?
Susan connects directly to your primary business WhatsApp line and email. She auto-replies to incoming customer inquiries 24/7, quotes accurate prices from your approved price list, collects photos and booking preferences, updates Google Calendar, and chases unpaid invoices in Xero.
How much does Susan AI cost for a adviser?
Susan is a 100% free tool to start. You can handle client communication and job processing 24/7 with zero credit card required, zero setup fees, and no hidden monthly retainers.
Can I control what Susan AI says to my clients?
Absolutely. You can choose full autonomy, draft-approval mode, or hybrid mode. You can set custom price lists, emergency escalation rules, and business facts, ensuring zero hallucinations.
Lectures pratiques pour votre adviser
ModÚles de rappel de rendez-vous qui réduisent vraiment les absences
Que envoyer, quand l'envoyer, et messages WhatsApp prĂȘts Ă l'emploi pour salons, cabinets, artisans et professeurs particuliers â plus comment gĂ©rer la rĂ©ponse.
Message d'Absence WhatsApp Exemple: 25+ RĂ©ponses Automatiques (Gratuit)
DĂ©couvrez 25+ exemples de messages automatiques et d'absence pour WhatsApp Business. ModĂšles gratuits Ă copier-coller pour votre entreprise.
Ce que coûte vraiment une réceptionniste virtuelle pour une petite entreprise au Royaume-Uni
Prix à l'appel, à la minute, abonnements mensuels, embauche en interne et IA : comparaison des modÚles tarifaires, avec des calculs simples pour connaßtre votre véritable coût par demande.
Live in under 10 minutes
No developers, no lengthy onboarding, no agency. Just WhatsApp and ten minutes of your time.
Connect your WhatsApp
Scan a QR code â the same way WhatsApp Web works. No new number, no technical setup. Takes under 2 minutes.
Teach Susan your business
Chat with her, share your website, or upload a document. She absorbs your prices, services, tone, and FAQs instantly.
Susan goes live
She starts handling enquiries, booking appointments, and capturing leads straight away. You get an alert for anything that needs you.