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AI intake for financial advisers and wealth firms

Qualify enquiries against your fit criteria and book the right prospects with an adviser, GDPR-first and FCA-appropriate.

Turn your firm into a premium advice business that only meets qualified prospects.

21×
more likely to qualify a lead contacted within 5 minutes vs 30
7×
more likely to qualify an online enquiry answered within the hour
77%
of customers say valuing their time is the most important thing a business can do

Sources: MIT / InsideSales (Oldroyd); Harvard Business Review; Forrester. Figures are industry research cited in good faith and should be verified and kept current.

The problem

  • › Time wasted on enquiries outside your minimum or remit.
  • › Prospects expect an instant, professional response.
  • › Financial data needs careful, compliant handling.

Why Whistle fits

Whistle captures contact details through secure EU-hosted fields, not through the AI, and gives you a documented, data-minimised trail.

See the compliance pack

See it live

A conversation like this one is what Whistle handles for financial advisors. The widget on this page is configured the same way, open it (bottom-right) and try an enquiry.

I've inherited around £250,000 and I'm not sure where to start.
We can help with that. Have you worked with a financial adviser before?
No, this would be my first time.
No problem. You're a good fit for our wealth planning service, shall I book you a free discovery call with an adviser?
One line to install
<script src="https://cdn.amaigo.com/whistle.v1.js"
        data-client-id="financial-advisors" defer></script>

EU AI Act

AI disclosure becomes mandatory on 2 August 2026

Article 50 requires chatbots to tell visitors they are talking to an AI. Whistle ships compliant by default: a persistent AI label, disclosure before the first message, and a published transparency notice.

Read the AI transparency notice

Due diligence

Vendor review, pre-answered

A pre-answered security questionnaire, signed-ready DPA, DPIA template and named sub-processor list, so your compliance review takes days, not months.

See the security questionnaire

Put your financial advisor intake on autopilot

See pricing