Qualify leads automatically. Route only the ready-to-close ones.
Financial services teams waste hours on qualification calls and chasing incomplete applications. Sysevo handles initial lead contact, qualification, and appointment booking, routing only the ready-to-close leads to your advisors.
The problem
What you're dealing with now.
Advisors waste time on leads that aren't ready
A significant portion of initial consultations result in 'not ready yet' or 'just exploring'. That's advisor time that could be spent on serious clients.
Inbound enquiries require manual qualification before booking
Each enquiry requires a screening call to determine suitability. This bottleneck slows the pipeline and frustrates both advisors and potential clients.
Compliance requires call recording and accurate notes
Manually maintained call notes are inconsistent. Recordings aren't always tagged, stored, or retrievable under FCA/GDPR requirements.
The solution
How Sysevo helps.
Every problem above has a specific, built-in answer. No integrations needed, no setup sprints.
AI pre-qualification on every inbound call
The AI asks the right questions (investment timeline, risk appetite, and investable assets) and only books qualified prospects into advisor calendars.
Fully logged, searchable call records from day one
Every call is transcribed, summarised, and stored against the contact record. AI intent classification tags every interaction for compliance review.
CRM with financial services pipeline built in
New enquiry → qualified → proposal sent → onboarded. Every stage tracked. Weighted pipeline value visible at a glance.
Use cases
What financial services teams use it for.
Purpose-built for the specific workflows financial services businesses run every day.
Loan application follow-up
Lead qualification & scoring
Advisory appointment booking
Product eligibility screening
Document reminder calls
Agent in action
See it working in your industry.
Inbound enquiry qualification
Agent
“Thanks for calling. To make sure I put you in touch with the right adviser, could I ask a couple of quick questions about what you're looking to achieve?”
Caller
“Sure, I'm looking at pension options. I'm 54.”
Pre-qualification questions answered. Score 8/10. Booked directly with senior pension adviser.
Unqualified lead routing
Agent
“It sounds like you might benefit from starting with our educational resources first. Can I send those over by email and follow up in 3 months?”
Caller
“Yes, I think I need to do more research first.”
Unqualified lead moved to nurture sequence. Adviser calendar protected.
After-hours enquiry capture
Agent
“Our advisers aren't available right now, but I can take your details and have someone call you at your preferred time tomorrow morning.”
Caller
“Yes, anytime after 9am works.”
Lead captured at 8pm Sunday. Callback booked for Monday 9am. No lead lost.
Built for financial services
Capabilities designed around your industry.
Every feature reflects how financial services teams actually operate — not generic software adapted after the fact.
60%
less advisor time on qualification
2.4×
more appointments set
15min
avg time to first contact
Platform capabilities
Everything you need, built in.
Lead Qualification
Pre-qualification & pipeline management
- AI-powered inbound lead qualification before advisor booking
- Lead scoring with intent, timeline, and suitability signals
- Pipeline management from enquiry to onboarded client
- Appointment booking with the right advisor type
- Lead nurture sequences for not-yet-ready prospects
- Weighted pipeline value and close rate forecasting
Compliance & Documentation
Records, contracts & audit trails
- Fully tagged, searchable call records from day one
- AI transcription and intent classification on every call
- DNC list checking before every outbound call
- Document management for applications and agreements
- Immutable activity audit log showing who did what and when
- GDPR-compliant record keeping with deletion on request
Analytics & Reporting
Performance, conversion & revenue
- Advisor conversion rate by lead source and product
- Revenue pipeline by product type and close date
- Call volume, duration, and sentiment reporting
- Campaign ROI tracking across outbound and inbound
- Team performance with advisor-level scorecards
- Export any data view for regulatory or management reporting
Voice AI for Financial Services
Compliant, consistent, scalable
- Pre-qualification calls that ask the right screening questions
- FCA-aware scripting and consistent call quality
- After-hours enquiry capture with callback booking
- Outbound renewal and follow-up campaigns
- Application status update calls to reduce inbound volume
- Caller Memory for personalised returning client experience
How it works
Up and running in hours, not months.
Define your qualification criteria
Tell us what makes an ideal client (investment amount, timeline, risk appetite, and product type). We configure the AI to screen for these.
Connect your inbound channels
Route your website forms, call line, and portal leads into one unified pipeline. All enquiries captured automatically.
AI qualifies every lead
The AI calls each enquiry, asks your screening questions, scores the response, and books only qualified prospects with your advisors.
Advisors focus on the ready-to-close
Your team only speaks with qualified, interested clients. Full pre-call context provided. Close rates increase.
60%
Less qualification time
Advisor hours freed from initial screening calls
2.4×
More appointments set
vs. manual inbound handling
100%
Calls logged & compliant
AI transcription and tagging on every interaction
15min
Average to first contact
vs. industry average of 24+ hours