LeadSolve™ | #1 Financial Services AI Software
#1 Financial Services AI Software

Stop losing customers to missed calls. Start converting your non-contacts into highly qualified appointments, ready to sign up.

0%
SMS read rate
0
Conversations per minute
0s
Lead response time
LS
LeadSolve AI
Online now
Today 09:14
Hi, Sarah here from ABC Financial. Thanks for your enquiry about life insurance. Just a couple of quick questions to get you with the right advisor.
Sure, go ahead
Are you looking for cover just for yourself, or joint cover with a partner?
Just myself
And roughly what level of cover were you thinking?
Around £250k
I've got a specialist available at 2:30 PM today. Shall I book that in for you?
Yes please
Appointment Confirmed Today at 2:30 PM with James Henderson
0 seconds
Lead Received
Web form submitted
12 seconds
AI Engaged via SMS
Natural conversation started
3 minutes
Lead Qualified
£250k life, single cover
4 min 22 sec
Appointment Booked
Today, 2:30 PM
Total elapsed
4:22
From web enquiry to booked
appointment with a specialist
97% SMS Open Rate 24/7 AI Conversations Designed Around FCA Guidelines Qualified Booked Appointments Under 20 Second Response Live Call Transfer CRM Integration Number Recognition 97% SMS Open Rate 24/7 AI Conversations Designed Around FCA Guidelines Qualified Booked Appointments Under 20 Second Response Live Call Transfer CRM Integration Number Recognition
Trusted By Leading Financial Services Firms
Reassured Age Partnership Stowe Family Law Blume PI M&G Wealth Unbiased Key Later Life Usay Compare Norton Finance Reassured Age Partnership Stowe Family Law Blume PI M&G Wealth Unbiased Key Later Life Usay Compare Norton Finance

Your leads are ignoring you because you don't call when it's convenient. And now the new iOS is blocking you too.

The average contact rate across financial services is just 54% and dropping FAST. That means nearly half the leads you've paid to generate never hear from you.

58%
Calls Screened

iOS Is Screening Your Calls

iPhones flag unknown numbers as "Suspected Spam". Your advisers are silenced before they even get a chance to speak. The prospect never sees the call.

63%
First Responder Wins

The Sale Goes To Whoever Responds First

Your competitors are responding faster. Every minute you wait, the chance of conversion drops dramatically. After 5 minutes, it falls by 10x.

46%
Leads Wasted

After-Hours Leads Go Dead

Leads arriving after 5pm, weekends, or bank holidays go untouched. By Monday morning, the moment has passed and the competitor has won.

60s
response window
Statistically you're 4x more likely to convert a lead if you respond within 60 seconds. Stop losing leads to your competitors who get there first.

After 5 minutes, contact rates drop by 10x. After hours, your leads sit untouched while someone else picks them up. LeadSolve responds in under 20 seconds, around the clock.

20sOur response time
24/7Including out of hours
10xDrop after 5 minutes

Beat the iOS call screen. Book conversations they actually answer.

Apple's iOS now screens unknown and suspected spam callers before the phone even rings. For outbound sales teams, the impact is brutal. Your advisers dial, the prospect's phone flashes a warning, and the call goes unanswered. It doesn't matter how qualified the lead is or how fast you followed up. If they don't recognise the number, they're not picking up.

Contact rates are dropping across the industry, and most businesses are still trying to solve it by dialling harder. We solve it by making sure the prospect wants to answer.

Unknown Number
Suspected Spam
Call Blocked
With us
ReminderCall in 30 min from 01234 567890
ABC Financial
01234 567890
Number Recognised
Answering...
01

Instant Engagement

The second a lead comes in, our AI sends a personalised SMS thanking them for their enquiry and offering to book a call at a time that suits them. No delay, no waiting for an adviser to become free. The lead is engaged while their intent is at its highest.

02

Self-Service Booking

The prospect picks a time slot that works for them. Because they've actively chosen to take the call, they're already committed. This isn't a cold call anymore. It's an appointment they've opted into.

03

Number Notification

Once the booking is confirmed, we tell the prospect exactly which number will be calling them. When that number appears on their screen, they recognise it. It doesn't get flagged as unknown. It doesn't get screened out. They answer because they know who it is.

04

Pre-Call Reminder

Thirty minutes before the appointment, we send a reminder so the call is front of mind. Life gets busy. People forget, get distracted, step into meetings. That reminder is often the difference between a connected call and a no-show.

By the time your adviser dials, three things are true

The prospect is expecting the call. They recognise the number. And they've just been reminded it's coming. That's not a cold call. That's a warm, pre-booked appointment. Your team spends less time chasing and more time in meaningful conversations. Contact rates go up. No-shows come down.

Every journey tailored to your sector.

We work with regulated firms across the UK. Every conversation, compliance guardrail, and customer journey is built specifically for your industry.

Life Insurance

Quote follow-ups, cover matching, advisor booking

Equity Release

Age-sensitive conversations, specialist advisor matching

Pensions

Retirement planning enquiries, pension transfer qualification

Mortgages

Application follow-up, rate enquiries, broker matching

Personal Injury

Claim qualification, solicitor appointment booking

Legal Services

Conveyancing, family law, SRA-compliant engagement

Built for regulated industries. Not bolted on as an afterthought.

Most AI chatbot providers build first and worry about compliance later. We do it the other way round. LeadSolve was built from the ground up for UK financial services. Every conversation our AI handles is designed with FCA expectations and GDPR at its core.

That's not a marketing line. It's how we architect every bot we build.

Customer message arrivesInbound SMS or chat reply
Pre-AI compliance screenChecked for vulnerability, complaints, safeguarding
Screened
Flagged? Routed to a humanSensitive messages never reach the AI
Human Only
AI generates responseQualifying, booking, answering queries
AI
Hallucination detection layerInaccurate or off-script? Caught, not sent.
Filtered
Clean response sentCompliant, accurate, on-brand
Sent

Human in the Loop

Every message is screened before it reaches the AI. Vulnerable customer indicators, complaints, and safeguarding concerns are routed to a real person. Your customers are never one hallucination away from a compliance breach.

AI Response Filtering

Every response passes through a hallucination detection layer before it reaches your customer. If the AI generates something inaccurate, off-script, or outside your boundaries, it gets caught. Not sent.

Purpose-Built, Not Adapted

We work with compliance teams, not around them. We understand TCF, Consumer Duty, vulnerable customer obligations, and the reality of operating under FCA or SRA scrutiny. The guardrails are already in place.

Our AI engages your leads in under 20 seconds via SMS, chats like a human, qualifies them, and books them in for a qualified appointment. With conversations adhering to FCA guidelines.

Meet Sarah, your AI sales assistant. She handles conversations like a senior team member, 24 hours a day. Polite, professional, and relentless.

We tell them the exact number that will call
So when your adviser dials, the prospect recognises the number and picks up. No more "Suspected Spam".
We send a reminder 30 minutes before
By the time your adviser dials, the prospect is expecting the call, recognises the number, and has just been reminded. That's how you get a 90%+ answer rate.
Lead to booked appointment

You only pay per booked appointment

One-time setup fee. No licence costs. No per-message charges. You pay when we deliver a qualified, booked appointment. That's it.

We build everything for you

In-house prompt engineers design, test, and refine every conversation from scratch. Built on commercial-grade language models used by the world's leading technology companies.

Managed, not self-serve

We monitor, optimise, and improve continuously. You don't touch a thing. SMS, email, AI voice agents, and live chat widgets all included.

From lead to booked call in four simple steps

01

Lead Arrives

From your ads, website, or CRM. Our system picks it up within seconds.

02

Sarah Engages via SMS

Your AI assistant sends a natural, human-like SMS. The conversation begins immediately.

03

Qualifies the Lead

Asks the right questions, handles objections, and confirms key details for your team.

04

Books or Transfers

Booked into your calendar with the number provided, or hot-transferred to your team live.

Every appointment lands straight in your diary.

No spreadsheets. No manual handover. We read your team's live availability, book directly into their calendar, and attach the full conversation. Your adviser knows exactly what was said before they pick up the phone.

Books directly into their diary

Reads live calendar availability. No double-bookings, no manual checking.

Full conversation transcript attached

Every message, every answer, every qualification detail. Nothing lost in handover.

Syncs with your existing CRM

Contact created, appointment logged, notes populated. Zero manual data entry.

Synced to CRM
Calendar — Sarah Thompson's Diary
Today 2:30 PM — Auto-booked by LeadSolve
James Henderson
Life Insurance Consultation — Pre-qualified
Conversation Transcript
Sarah (AI): Hi James, thanks for your enquiry about life insurance. Can I ask what type of cover you're looking for?
James: Looking for family protection, around £250k
Sarah (AI): Of course. Are you a smoker, and do you have any pre-existing conditions?
James: Non-smoker, no conditions
Sarah (AI): I've booked you in with one of our advisers today at 2:30 PM. They'll call from 020 7946 0123.
Qualified: Family protection, £250k, non-smoker, no conditions

Why the first 60 seconds matter more than anything

30k Under 5 min
5k 10 min
3k 15 min
2k 20 min
1k 25 min

Respond within 20 seconds and your contact rate will skyrocket

You're 4x more likely to convert a lead if you respond within 60 seconds. After 5 minutes, there's a 10x decrease in contact rate.

We respond in under 20 seconds, every time, around the clock. While your competitors are still queuing the dialler.

The numbers speak for themselves

0%
Increase in qualified leads with automation
0%
Larger purchases from nurtured leads
0%
More conversions when contacted within the first minute
0%
Of businesses have no meaningful nurture system

Watch how it works in under 3 minutes

Security is built in. Not bolted on.

We process customer data for FCA-regulated firms, so security isn't optional. It's foundational. Every system, process, and access control is designed to handle sensitive data in regulated industries from day one.

AES-256 Encrypted
TLS 1.2+
ICO Registered

Encrypted Everywhere

AES-256 at rest, TLS 1.2+ in transit, full disk encryption on every device. Your customer data is protected whether it's being processed, stored, or moving between systems.

Tightly Controlled Access

No shared logins. No generic accounts. Every user has unique credentials with role-based access. When someone leaves, access is revoked immediately.

Built to Stay Running

Daily encrypted backups, multiple AI model providers for redundancy, and a formal business continuity plan. If something goes down, your service doesn't.

Managed Change Process

Nothing goes live without impact assessment, approval, testing, and rollback procedures. Your chatbot is a live customer-facing system and we treat every change accordingly.

Trained Team

All staff complete mandatory security awareness training covering data handling, phishing, incident reporting, and secure use of cloud platforms. Refreshed annually.

Incident Response Ready

Formal incident management process in place. Everything is logged, contained, remediated, and reviewed with GDPR-compliant notification procedures if ever needed.

Already considering Salesforce Agentforce?

Agentforce is a powerful general-purpose platform. But it wasn't built for outbound SMS lead engagement in UK financial services. Here's how the two stack up for that specific job.

LeadSolve
Agentforce
Purpose-built for SMS lead engagement
Designed around FCA guidelines
Live in days, not months
Low one-time setup (no ongoing build cost)
Sector expertise (life, ER, pensions, PI)
Marketing intelligence & communication strategy
Pay per result, not per user/action
General-purpose platform
Typical specialist build investment
£50,000+
Plus ongoing licence and per-action fees. Typical timeline: 6-14 months.
vs
Purpose-built specialist
Pricing model
Fixed low cost
Pay per booked appointment
One-time setup fee. You only pay per booked appointment. Live in days.
Salesforce's CEO has publicly stated Agentforce operates at around 93% accuracy. That's a reasonable figure for AI. But the question isn't whether 93% is good. It's who catches the other 7%. With LeadSolve, a monitoring team, automated failsafes, and human operators are in place to catch every one.

Sources: Salesforce.com pricing page, Salesforce engineering blog, UK consultant rate data.

Real outcomes from real clients. Here's what changed.

UK Legal Claims Provider

Out-of-hours enquiries were going cold. We turned them into qualified solicitor appointments.

A high-volume consumer legal claims brand was losing a significant share of its weekly enquiries. Many arrived outside contact centre hours, and outbound teams needed an average of 4.5 dial attempts per prospect just to make contact.

We deployed immediate AI engagement for every out-of-hours lead. Our AI qualified each claim and booked appointments directly into their solicitor consultation calendar.

Enquiry to Appointment Conversion
22-27%
Of out-of-hours enquiries converted to pre-qualified booked consultations
Outbound Calls Reduced
78%
Reduction in dial attempts for engaged leads
Dial Efficiency
4.5x
Fewer attempts needed per converted lead
22-27%
Appointment conversion rate
78%
Reduction in outbound dial attempts
4.5x
More efficient per converted lead
100%
Of out-of-hours leads now engaged instantly

The result

Out-of-hours demand was captured at scale without expanding the internal contact centre. Solicitors received pre-qualified consultations instead of raw enquiries. Agent time was redirected from chasing to closing.

UK Digital Lender

Abandoned applications were costing them revenue. We turned them into funded loans.

A UK digital lender was losing applicants mid-journey. Documentation, ID checks, and banking access steps were causing drop-offs. Manual recovery was expensive and rarely worked.

We built an API-driven system that detects inactivity instantly and re-engages applicants with intelligent, personalised messaging.

Conversion from Re-engagement
2.2-2.8%
Of abandoned applications recovered and funded
Manual Chasing
Zero
Outbound calls needed for re-engaged applicants
Halo Effect
+3%
Additional revenue uplift across the entire pipeline
2.8%
Peak incremental conversion recovered
+3%
Revenue uplift across wider pipeline
Zero
Manual calls to recover dropped applicants
Faster
Underwriting from earlier documentation
Beyond the direct recoveries, improved engagement created a broader "Halo Effect". Reduced abandonment and faster completion drove an additional ~3% revenue uplift across the entire application pipeline, separate from recovered loans.

Abandoned became funded

Inactive applicants were automatically brought back to their exact drop-off point. Outbound workloads dropped. Underwriting sped up. And the client gained a revenue uplift they weren't expecting across their entire pipeline.

See it working in 15 minutes. Book a discovery call.

We'll show you exactly how it works for your sector, walk you through a live demo, and give you realistic numbers. No hard sell. Just a straightforward conversation.