Document chasing, milestone updates, compliance checks, client nurture, post-completion follow-up, all running in the background, with your explicit sign-off on anything that touches a client.
Intelligent escalation: polite → firm → adviser-copy → phone call suggestion. Never chases what's already been provided.
Auto-trigger alerts, tasks, and client comms when case milestones are hit.
AML expiry, suitability letter completeness, vulnerability reviews, fired automatically.
30-day check-in, 18-month rate review, 24-month remortgage conversation, all scheduled automatically.
Onboarding, annual review reminders, life-event follow-ups, each adapted to the individual client.
Every client-facing output requires explicit adviser sign-off. No automation acts on a client without your go-ahead.
If X happens, do Y. Build your firm's workflows visually, without code.
Automations use each adviser's personal tone profile, so clients never see a generic template.
Every automated action logged to the audit vault with timestamp, rationale, and adviser approver.
A document's outstanding 4 days. Adviser IQ drafts a polite chase in your voice. 7 days: firmer. 10 days: copies you. 14 days: suggests a call. Each email personalised to what the client has and hasn't provided.
Workflows act through your existing email, calendar, CRM, and portal, not alongside them. One source of truth, everywhere.
Book a 60-minute personalised demo. We'll show the feature against your workflow.