Semplo for Financial Advisors

Your pipeline, working while you are with a client

Your AI team answers every enquiry, books appointments and follows up automatically — built for Financial Advisors, on every channel, in your customers’ language.

Paid plans from €49/month

What Semplo does for Financial Advisors

Every workflow below runs automatically, around the clock.

AI Front Desk

Answers questions about your services, fees, process and credentials — compliantly.

Never lose a prospect to a slow response
AI Booking Assistant

Books initial consultations and review meetings directly into your calendar.

Prospects book while you are in a meeting
Lead qualification

Collects investable assets, goals, timeline and circumstances before you speak.

Every call starts with full context
Follow-up sequence

Prospects who enquired but did not book get a personalised 3-step sequence.

Convert more of your inbound enquiries
Annual review reminder

Every client gets a reminder when their annual review is due.

Never miss a review meeting — protect your AUM
Reactivation

Dormant clients who have not been in contact for 12+ months get a warm message.

Reactivate relationships before they move their assets
Referral prompt

After a successful review, AI sends a warm message asking if they know someone who could benefit.

Your best clients become your best introducers
Compliance FAQ

Pre-configured answers for common questions about FCA regulation, fees and processes.

Answer compliantly without eating up your time
Take payment for advice

Send a pay-link for consultations and plans — card, receipt sent automatically.

Get paid on time, every time
Payment recovery

Unpaid fees are chased automatically until they're settled.

Protect your fee income
Questions

Financial Advisors, answered

What does Semplo actually do for a Financial Advisors business?
It runs AI Front Desk, AI Booking Assistant, Lead qualification and Follow-up sequence and the rest of the workflows on this page. You set your services, hours and prices once, and from then on your AI answers enquiries, books appointments and follows up on its own.
Can it answer Financial Advisors enquiries when we are closed?
Yes. Your AI replies within seconds at any hour, including nights, weekends and public holidays. Most enquiries arrive outside opening hours, which is precisely when a competitor answers first.
Which channels does it answer on?
Web chat on your own site, WhatsApp, email and SMS on every paid plan. Voice calls are included on Scale. Every channel lands in one inbox, so you read the whole history of a customer in one place.
Does it reply in my customers’ language?
Yes. It reads the language a customer writes in and replies in that same language, across English, Dutch, Italian, French and German among others. You do not configure anything per language.
Does it book into the calendar I already use?
Yes. Bookings are written into your Semplo calendar and sync both ways with Google Calendar and Outlook, so your team carries on working the way it does now.
What happens when the AI cannot answer something?
It stops guessing and hands the conversation to you, with the full thread attached and the customer told that a person will come back to them. You decide which topics always escalate.
How long does setup take, and what does it cost?
Most businesses are live in about 15 minutes: you fill in your details and paste one line of code on your website. The free plan is €0 a month and paid plans start at €49 a month excluding VAT, with a 14-day trial.
Explore Semplo

Hire your first
AI employee.

Set up takes 15 minutes. No credit card required.

From €49/month
Free — Core — Pro — Scale
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