Capture leads while you sleep
An AI chat widget that sits on your website, answers visitor questions using your own content, and collects their details when they want to get in touch.
Most adviser websites lose leads outside office hours.
- Someone visits your site at 8pm. They have questions about pensions. Nobody’s there to answer. They leave and you never know they visited.
- A prospect browses your site on Saturday. By Monday morning, they’ve already found someone else.
- The same questions come in week after week by phone and email, taking time away from clients who need you.
ChatIFA answers those questions automatically using your website content, and captures the visitor’s details when they want to get in touch.
Live in five minutes
Enter your domain
We read through your pages automatically.
Add the widget
One line of code. Works with any website.
Capture leads
Visitors chat, you get their details by email.
Everything you need
Built for UK financial advisers. Nothing you don’t need.
Learns from your website
We read your site and use that content to answer questions. No uploading or training needed.
Captures leads naturally
Instead of a contact form, the AI picks up names and emails through normal conversation.
Instant notifications
You get an email the moment someone leaves their details, with a summary of what they asked about.
Compliance-safe
It only uses content from your website and never gives financial advice. Clear disclaimer on every chat.
Your branding
Match your brand colours so it looks like part of your site.
Full chat history
Every conversation is saved in your dashboard so you can review them any time.
Simple pricing
No hidden fees. No long contracts. Cancel any time.
Starter
For solo advisers
500 messages
- 500 messages/month
- 1 website
- Lead capture
- Email notifications
- Custom branding
Growth
PopularMost popular
1,500 messages
- 1,500 messages/month
- 1 website
- Lead capture
- Email notifications
- Custom branding
Pro
For busy firms
3,000 messages
- 3,000 messages/month
- 1 website
- Lead capture
- Email notifications
- Custom branding
Need something different? Get in touch.
We read through your website automatically when you sign up. The AI uses that content to answer questions, so you don’t need to write or upload anything.
No. It only shares information that’s already on your website, and every response has a disclaimer making clear it’s not financial advice.
When someone’s interested in your services, the AI asks for their name and email naturally during the conversation. You get the details and a summary by email straight away.
Any website. WordPress, Squarespace, Wix, or custom-built. You add one line of code, same as you would for Google Analytics.
Yes. You can change the colours and add custom AI instructions from your dashboard.
The chat will pause until your next billing month. You’ll get an email when you’re close to the limit. No surprise charges.