AI Agent Profile
Objectives Handled
27,658
Successful qualification interactions
Successful qualification interactions
Key Objectives
92% accurate risk profiling with compliance-assured qualification and FCA-compliant fact-finding and document collection
Successful qualification interactions
Watch a demonstration of the agent's capabilities
FCA Regulations, Investment Products, Pension Schemes, Tax Legislation, Risk Profiling Methodologies
Pre-qualify leads based on ECO4 eligibility
Assess property type, household income, and benefits status to determine scheme eligibility
Collect property information for qualification
Gather data on property age, insulation, heating system, and energy efficiency ratings
Explain ECO4 scheme benefits and processes
Clearly communicate available improvements, funding options, and next steps to prospects
Schedule callback appointments with advisors
Book qualified leads into available time slots for energy efficiency consultations
FCA Regulations, Investment Products, Pension Schemes, Tax Legislation, Risk Profiling Methodologies
Trustworthy, articulate financial specialist from Edinburgh with clear explanations of complex pension products
Pension and investment lead qualifier for financial advisory firms with expertise in retirement planning and wealth management.
Natural Conversation
Engages prospects with human-like dialogue
Appointment Setting
Books qualified callbacks with advisors
ECO4 Knowledge
Deep understanding of scheme requirements
Personalization
Adapts to each prospect's situation