Everything you need to capture leads from your website
Built for UK financial advisers. Nothing you don’t need.
Learns from your website
We read your site and use that content to answer questions. No uploading or training needed.
When you sign up, ChatIFA crawls every public page on your website and builds a knowledge base from the content it finds. This includes service descriptions, team bios, FAQ pages, blog posts, and anything else a visitor might ask about.
There is nothing for you to write, upload, or maintain. If you update your website, you can re-crawl from the dashboard and the AI will pick up the changes within minutes.
For IFAs this means the widget can answer questions about the specific services you offer, the areas you cover, your qualifications, and your approach to financial planning, all drawn from the content you have already published.
Captures leads naturally
Instead of a contact form, the AI picks up names and emails through normal conversation.
Traditional contact forms convert around two to three per cent of visitors. Most people leave without filling one in, especially on mobile. ChatIFA takes a different approach by collecting contact details during a natural conversation.
When a visitor shows interest in your services, the AI asks for their name and email as part of the dialogue. It feels like a helpful chat rather than a form, which means more people follow through.
For IFAs this removes the friction between a prospect browsing your site and you being able to follow up. You get the lead details along with a summary of what they asked about, so your first call is already informed.
Instant notifications
You get an email the moment someone leaves their details, with a summary of what they asked about.
Speed matters when a prospect is actively looking for an adviser. ChatIFA sends you an email the moment a visitor shares their contact details, including their name, email, phone number if given, and a summary of the conversation.
You do not need to log in to your dashboard to find out about new leads. The notification arrives in your inbox within seconds, so you can follow up while the prospect still has your firm in mind.
For IFAs who respond quickly, this makes a real difference. Research consistently shows that the first adviser to respond wins the business. ChatIFA makes sure you know about the enquiry immediately, even if it comes in at ten o’clock at night.
Compliance-safe
It only uses content from your website and never gives financial advice. Clear disclaimer on every chat.
ChatIFA is designed with FCA compliance in mind. The AI only uses information that is already published on your website, so it cannot make claims or promises that you have not already made publicly.
Every conversation includes a clear disclaimer stating that the responses are not financial advice and that visitors should speak to a qualified adviser. This cannot be removed or hidden by the user.
For IFAs this means you can use ChatIFA with confidence. It will never recommend a product, give a personal recommendation, or stray outside the content on your website. It is an engagement and lead-capture tool, not an advice tool.
Your branding
Match your brand colours so it looks like part of your site.
First impressions matter. ChatIFA lets you set your brand’s primary colour so the chat widget blends in with the rest of your website. It will not look like a bolted-on third-party tool.
You can also add custom instructions to shape the AI’s tone and personality. If your firm is formal and traditional, the AI can match that. If you prefer a more approachable style, it can do that too.
For IFAs who have invested in a professional website, this means the chat experience feels like a natural extension of your brand rather than something generic.
Full chat history
Every conversation is saved in your dashboard so you can review them any time.
Every conversation that happens on your widget is saved in your ChatIFA dashboard. You can see the full transcript, the visitor’s details if they shared them, and when the conversation took place.
This gives you a clear picture of what your website visitors are asking about. Over time you will spot patterns, common questions that could become FAQ content, and topics that might be worth covering on your blog.
For IFAs this is also useful for record-keeping. If a lead becomes a client, you have a record of their initial enquiry and what they were interested in, which can help with your suitability assessment and fact-find.