Phostra AI: Your Assistant for Financial Services

More Mortgage & Loan Applications, More Conversions – On Autopilot

 AI follows up, books appointments, and nurtures leads – so you close more deals with less effort.

 Includes:
🏡 Mortgage Brokers & Lenders
💼 Personal & Business Loan Providers
🛡️ Insurance Brokers & Financial Advisors
📈 Investment & Wealth Management Firms
💳 Debt Consolidation & Recovery Services

  • AI-Powered Lead Nurturing

    AI instantly follows up with new mortgage and loan leads via SMS and email, ensuring no opportunity is missed. Personalised messaging is tailored to financial needs, keeping applicants engaged even when you’re busy.

  • AI-Driven Sales Performance

    Automatically pre-qualify and schedule mortgage or loan consultations. AI tracks lead interactions, sends reminders for hot prospects, and provides real-time insights on which applicants are most likely to convert, helping you secure more approvals faster.

  • Smart Data & CRM Integration

    Centralise all client data for easier segmentation, compliance tracking, and personalised financial recommendations. AI-driven automation improves client communication, sales forecasting, and decision-making, keeping your pipeline organised and increasing application approval rates.

Transform Your Financial Services Sales with AI Automation

 Experience higher conversion rates, more scheduled appointments, and reduced acquisition costs with Phostra AI Sales Assistant for Financial Services.

  • 15% Increased Conversions

    AI-powered lead nurturing ensures prospects are engaged at every stage, increasing lead-to-client conversions.

  • 50% More Booked Appt's

    AI-driven scheduling and automated follow-ups significantly boost appointment rates while reducing drop-offs.

  • 45% Lower Cost Per Lead

    Automation optimises marketing spend and maximises efficiency, cutting costs and increasing ROI.

  • 20% Boost in Cost Efficiency

    AI automation reduces manual work and streamlines processes, enhancing operational efficiency.

🏦 Phostra AI Financial Services Pricing

 Turn past inquiries into viewings and listings with AI-powered follow-ups & automation.

  • Database Reactivation (Core Service – SMS, Email, Whatsapp)

    For financial services businesses looking to re-engage past leads, automate follow-ups, and convert dormant inquiries into booked consultations.
    Performance-Based %
    Determined by Deal Size
    • ✓
      Free test (100 leads), we'll cover the costs and setup
    • ✓
      Low Setup Fee, Low SMS Costs. High ROI.
    • ✓
      AI follows up with past leads via SMS
    • ✓
      Re-engages cold leads & books consultations
    • ✓
      Performance-based pricing – % of sales + SMS costs (£0.03 outgoing, £0.01 incoming)
    • ✗
      Optional Add-on: Speed to Lead – Engage new leads instantly after inquiry
    • ✗
      Optional Add-on: 48-Hour Lead Follow-Up – Automated follow-ups for fresh leads
  • Voice AI (Optional Add-On)

    AI-powered call handling & lead engagement for financial services businesses.
    £
    99
    /month
    £
    /year
    Pricing Tiers:
    🔹 £99/month – Standard Voice AI + usage fees
    🔹 £149/month – More AI call volume + chatbot integration
    🔹 £199/month – Unlimited Voice AI + AI Chatbot on Site
    • ✓
      Answers inbound calls & qualifies financial services leads 24/7
    • ✓
      AI follows up with prospects & books appointments
    • ✓
      Integrates with our CRM to streamline lead management
    • ✓
      CRM automation: AI logs calls, emails, and follow-ups
  • Bespoke Financial Services Automation

    For financial services firms that need custom AI-driven automation, CRM integration, and advanced workflow solutions.
    Custom Quote
    Built for:
    •Mortgage brokers & lending firms needing automated qualification & application tracking
    • Debt management companies requiring smart client engagement workflows
    • Investment & wealth firms streamlining client follow-ups & compliance automation
    • Financial advisors looking to scale without adding extra headcount
    • ✓
      Custom AI Automations – Designed for your sales process
      We have a solution set that includes Speed to Lead, 48 Hour Follow up, WhatsApp Document Collection and more.
    • ✓
      We'll work with you to build a bespoke solution
    • ✓
      AI-Driven CRM Integration
    • ✓
      Advanced Appointment Scheduling
    • ✓
      Bespoke Multi-Channel AI
    • ✓
      API & Third-Party Integration
    • ✓
      Smart Lead Scoring & Segmentation

Financial Services AI Assistant FAQ Section

 For mortgage brokers, loan officers, and financial advisors curious about how Phostra AI can streamline their lead nurturing and sales processes.

Join the Phostra Revolution

 Never lose a lead again! Automate follow-ups, book appointments, and engage buyers effortlessly with AI-powered automation.

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