"Quick question about my pension" — 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.
Sound familiar?
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.
Answered, captured, booked, while you work
- ✓ Answers routine FAQs from your approved facts only, never invents figures
- ✓ Books annual reviews into your calendar with automatic reminders
- ✓ Chases fact-finds, ID and risk questionnaires via WhatsApp until complete
- ✓ Keeps every conversation logged for a clean, reviewable audit trail
Illustrative example. Prices, availability and connected tools vary by business.
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?
Connect your business WhatsApp number and share your services and prices so Susan can respond to incoming enquiries. Calendar bookings require a separate Google Calendar or eligible Calendly connection. Accounting, paid ads and social DMs are not automatically connected.
How much does Susan AI cost for a adviser?
Your first 7 days are free, then Susan costs $50 per month. Third-party platforms may have separate account or network fees.
Can I control what Susan AI says to my clients?
Yes. Share your approved business information, review and correct it, and take over conversations when needed. AI can make mistakes, so check important prices and promises before relying on them.
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Set up Susan around your business
Start with WhatsApp, then add the accounts you want Susan to use. Setup time depends on the connection method and account permissions.
Connect your WhatsApp
Ask Susan how your business number can connect. QR linking is available in some setups; other WhatsApp connection methods may need additional steps.
Teach Susan your business
Share your services, prices and FAQs by chat, website or document. Review what Susan has learned and correct anything that needs updating.
Susan goes live
Test how she answers an enquiry. Connect a calendar separately if you want her to check slots and confirm appointments.