Help people find expert advice and grow your business
A platform created for advisers by advisers.
build your business easily with AI
modern way with the help of Finley our AI Assistant.
Three simple steps for customers to find you.
1. Finley helps customers
Finley guides customers to help them find advice with an adviser.
2. Smart matching
Finley will match customers to three advisers and their needs.
3. Booked meetings
Customers choose a date and time to have an initial meeting.
Conduct your initial meeting via our secure video chat or over a phone call.
All in a convenient way that works for you
Introducing Finley Ai
Finley engages with prospective clients first and smart matches them to advisers and their financial needs. We’ve taken away the barriers for individuals to easily find and access expert advice with the help of Ai technology.
The adviser plan
Benefits of joining our platform
No more missed or unexpected calls. We all know that calling customers at the wrong time can lead to an awkward initial discussion. We’ve put customers at the forefront so that they can choose a time and date making you reach out at the right time.
We’ve created the world’s first voice-powered Financial & Pension Helper. Helping consumers understand pensions, how to plan and also help them find advisers like you. As Finley Ai (Financial & Pension Helper) is on Google Assistant it means more prospective clients can find expert advice and connect with advisers like you.
When prospective clients choose to be contacted by you, you will receive the full available contact information. This means that even if you are for any reason unable to conduct the suggested booked meeting you are able to contact the client to arrange another suitable date and time using your own preferred method.
Only pay for matched enquiries. Transparent per enquiry pricing, which lets you take greater control of your practice.
On our Adviser Plan there are no monthly or annual subscriptions and have transparent pricing for enquiries. We will be launching an Adviser Plus Plan which will include other great benefits and will have a monthly subscription fee. Advisers will have the option to change plans or maintain the Adviser Plan.
Only get matched with clients that meet your minimum pensions or savings criteria. Meaning you can meet more of your preferred client base. Although we give prospective clients matches to advisers, we can not guarantee that you will be selected or how long it will take for you to receive your first leads.
Our platform is designed for advisers and prospective clients who want to receive advice via phone or video chat, meaning you can help clients wherever they are in the UK, we don’t search via post.
There are no tie-in commitments when you join, meaning you are not tied in when you join our platform on our Adviser Plan
We do not set minimums on the number of enquiries an advisers is required to have each month.
Finley Ai For Your Business
Finley Ai is a cross platform conversational assistant, optimized for voice and chat available for multiple devices.
If you are interested in Finley Ai for your business.