Industries / Financial Advisors
Stay close between appointments
There is often a full year of silence between two meetings. SmartChat keeps the line open: reminders, review prompts and short updates land on your clients' lock screen on WhatsApp.
Sound familiar?
Meetings get cancelled or pushed back
A forgotten review costs you a whole slot in your diary. Email reminders arrive too late or never get opened, and chasing people by phone eats into the time you set aside to prepare.
Market turbulence sets the phone ringing
When the headlines turn red, your phone does not stop ringing. One calm message to every client, putting the news in context, would settle most of the worry before anyone does something rash.
Referrals are left to chance
Happy clients are glad to recommend you, as long as you are still on their mind. Turn up once a year and your name rarely comes up when a friend asks who they should talk to.
How you use SmartChat
Make sure your meetings actually happen
A confirmation after booking, a reminder the day before, a note about the paperwork to bring: your diary holds, and both sides come in properly prepared.
Raise the right topic at the right time
A fixed rate running out, the turn of the tax year, a new grant scheme: you are the one who gets in touch at the right moment, not whichever provider happens to call first.
Send updates people actually understand
Short, plain explanations of the things your clients are worrying about right now. That makes you the first person they ask, long before a question turns into a decision.
Ready in 3 steps
- 1
Enter your website: SmartChat reads your site, picks up what you specialise in and how you sound - and builds your landing page from it.
- 2
Invite your clients: a link in your email signature, a QR code in the waiting area, a word at the end of every meeting - they sign up themselves via double opt-in.
- 3
Keep the line open: reminders, review prompts and updates come ready to send - the AI writes the draft, you check the detail and approve.
What you get
- 98% open rate on every appointment reminder
- You raise the next topic, not a competitor
- Fewer missed meetings, better prepared clients
- The AI builds your landing page and your copy from your website
- GDPR-compliant with double opt-in
- Unlimited contacts on every plan
Passende Funktionen
FAQs
Does WhatsApp really suit a business built on personal advice?
That is where it fits best. The advice itself stays in the face-to-face meeting, and WhatsApp makes sure the meeting happens, that key dates do not slip past and that your clients hear from you in between.
Am I allowed to send clients financial information on WhatsApp?
General information and anything to do with appointments, yes, as long as consent is documented via double opt-in. Personal recommendations still belong in a proper conversation, and that is exactly where this channel leads.
How do I build up my list?
With the landing page SmartChat builds from your website: as a link in your email signature, at the first meeting, or at events where you speak. Your clients sign up themselves, and every consent is documented and GDPR-compliant.
What does SmartChat cost?
Plans start at 188 euros per month on the annual plan, and contacts are unlimited on all of them. Meta bills the WhatsApp messages themselves directly to you - SmartChat adds nothing on top.
How quickly is it set up?
You are up and running in under 60 seconds: enter your website and the AI builds the landing page, the newsletter and the follow-ups. You stay in control of the wording and approve what goes out.
Start for free today
Enter your website - your WhatsApp marketing is live in under 60 seconds.
Start for free