For financial advisers
Qualified consultations, booked compliantly.
LeadPilot captures inquiries, qualifies needs and intent, follows up with compliance-safe messaging — and books consultations. Advice always stays with your licensed advisers: human approval gates are built in.
2-day free trial · No credit card · Cancel anytime
Sara M.
Pilot is handling · you can take over anytime
Hi! Do you have availability this Saturday?
11:42
Hi Sara! Yes — I have 10:00 and 14:30 open on Saturday. Which works better for you?
11:42 · AI
10:00 is perfect.
11:44
Booked for Saturday 10:00. I’ll send a reminder the day before.
11:44 · AI
Interface preview
The problem
Every inquiry needs careful handling
Advisory firms get inquiries at all hours — and each one needs a careful, compliant response. Unqualified calls eat adviser time, follow-ups slip through the cracks, and compliance can never be an afterthought. LeadPilot qualifies need, timeline and investable assets, runs only your approved follow-up messaging, and books consultations with full context — while every piece of advice stays behind a human approval gate.
How it works
From inquiry to consultation
- 01
Capture
Website, WhatsApp, referrals — every inquiry lands in one compliant inbox.
- 02
Qualify
Need, timeline, assets and jurisdiction — asked carefully, in conversation.
- 03
Compliance-safe follow-up
Only approved messages, on your schedule. Opt-outs respected instantly.
- 04
Book the consultation
Real adviser availability, confirmed with reminders.
- 05
Adviser handoff
Full conversation and qualification summary — advice given by humans only.
Sara M.
Pilot is handling · you can take over anytime
Hi! Do you have availability this Saturday?
11:42
Hi Sara! Yes — I have 10:00 and 14:30 open on Saturday. Which works better for you?
11:42 · AI
10:00 is perfect.
11:44
Booked for Saturday 10:00. I’ll send a reminder the day before.
11:44 · AI
Interface preview
Pipeline
23 open leadsNew
12Omar R.
Lina H.
Qualified
7Ahmed K.
Meeting booked
4Sara M.
Interface preview
Adviser time protected
Only qualified, serious prospects reach the calendar — every consultation arrives pre-briefed.
Advice stays human
Pilot never gives financial advice. Human approval gates are hard-coded into every flow.
Follow-ups without the risk
Pre-approved messaging on your schedule, instant opt-out handling, and a full audit trail of every touch.
Consultations with context
Need, assets, timeline and jurisdiction summarized for the adviser before the call.
Common questions
No — that is a hard rule, not a suggestion. Pilot qualifies and books; your licensed advisers advise. Human approval gates enforce it.
Approved message templates, a complete audit log of every touchpoint, and instant opt-out handling across all channels.
Yes — separate qualification flows per service, each with its own questions, approvals and booking rules.
Fill your advisers’ calendars — compliantly.
Start free and qualify this week’s inquiries properly.