Client

Acquisition,

Built for IFAs.

The complete AI client acquisition engine - built for firms to grow AUM faster, attract premium prospects, and cut adviser workload to zero.

Your Fully-Installed AI Growth System

Here's How:

Intelligent Prospect Targeting

AI-powered targeting filters for advice-ready, affluent prospects — aligned to your firm’s exact client profile.

FCA-Safe Lead Routing

Every lead flows through FCA-safe systems into your CRM and calendar — with full tracking, no manual lift.

Pre-Qualified Consultations

Prospects are nurtured and pre-qualified — then booked straight into your diary, ready to talk.

Engineered for UK IFAs. Built for results.

Fully Installed in Days.

Results Delivered Weekly.

Fully Installed in Days.

Results Delivered Weekly.

Installed. Automated. Compliant. Everything you need — none of the noise.

High-Value Prospect Filtering

Pre-Booked Consultation Engine

Key Performance indicator dashboard

Conversion-Optimised Landing Stack

FCA-Aligned Compliance Guardrails

Built-In Review & Referral Activator

Already have a marketing team? Great.

We're Built to Support In-House Teams — Not Replace Them.

JSLeadsAI installs alongside your strategy to enhance what your team already delivers — without adding to their workload.

• Pre-qualified, calendar-booked consultations

• Automated follow-up + reactivation

• Weekly campaign reporting - no manual input

No setup fees. No disruption. Just installed performance — fully aligned, fully accountable.

We Don’t Deliver Cold prospects — Only Pre-Booked, Qualified Consultations

Every enquiry is pre-screened using FCA-aligned rules - age, asset level, and advice need - so only quality consults make your diary.

No lists. No admin. Just ready-to-act clients.

FCA-Compliant Lead Capture — Done For You

Each enquiry is pre-qualified based on advice need and financial fit.

No manual screening. No wasted meetings.

DFY Booking Engine — Built to Match Adviser Workflows

From confirmations to reminders, we handle every touchpoint up to your initial consultation.

You never chase. They always show.

Turn Consultations Into Clients — and Clients Into Referrals

Built-in triggers convert, follow up, and generate reviews automatically.

You close the loop — without lifting a finger.

Installed for Outcomes,

Not More Admin.

What You’re Getting — Done-for-You, Revenue-Ready

We install the exact system our advisors use to fill their diary with qualified consultations.

Here’s some of what’s included, fully done-for-you:

• FCA-aligned ads (proven + pre-tested)

• High value filtering (age, assets, advice-readiness)

• Performance dashboard (CPL, CPQC, ROI)

Why Most Lead Gen Systems Fail Financial Firms — And What Actually Works

Why Others Fail:

• Cold, unqualified leads waste adviser time

• No FCA compliance → regulatory risk

• Poor follow-up = low conversions

Why JSLeadsAI Works:

• Only pre-booked, qualified consultations

• FCA/GDPR-aligned funnels & systems

• Automated nurture to maximise ROI

One System.

Zero Complexity.

Engineered for

Growth.

One System.

Zero Complexity.

Engineered for

Growth.

Grow your AUM.

Protect Advisor Time.

Scale without the overhead.

TERMS I PRIVACY POLICY I DISCLAIMER

Growth examples, are only estimates of what is possible to achieve. Results are based on many factors. Every business is unique and might experience different results. By leaving your details you agree that our company is not responsible for the success or failure of your business decisions relating to any information presented by our company, or our company products or services.