Financial services automation handles the reading, scoring, routing and drafting around client enquiries and intake — while deliberately leaving the send, the advice, and the judgement with a person.
Your enquiries come from people in a stressful situation who are contacting several firms in the same hour. Being second is being nowhere — but a tone-deaf automated reply is worse than a slow human one.
Fixed scope, fixed price, and a 100% money-back guarantee for 7 days after handover.
Inbound enquiries arrive mixed in with spam, at all hours, from people who are anxious and comparison-shopping. Answering fast wins the client. Answering badly, or automatically, does real damage to somebody having a bad month — which is exactly why most firms in this space have decided automation is not for them.
The system does the reading, the scoring and the writing — the slow parts. A person keeps the send. It would have been easy to send automatically and much harder to defend the first time it got somebody's situation wrong. Splitting it this way means the speed advantage is real while the thing that carries your reputation is still authored by a human who chose to send it.
Spam is filtered before a person ever sees it. Every real enquiry is scored on how ready that person is to act and matched to the right service. A reply is drafted in your voice, with the details already pulled in, so approving it takes seconds rather than twenty minutes. Intake document chasing runs on its own schedule instead of on somebody remembering. None of it needs a new CRM.
Everything runs on your own accounts, your credentials, your infrastructure. Client information does not sit with us, which removes an entire section of most compliance conversations before it starts. If you stop working with us tomorrow, it keeps running. We do not hold your production secrets at any point, and that is an architectural choice rather than a policy we could quietly change.
Our contact form was mostly spam, and real leads were slipping through. AutoMagic built us an AI setup that filters the junk, ranks every real lead, and even drafts the reply — all in seconds, on our own systems. It's like adding a team member who never sleeps.
It should not, because it is not sent automatically. The system drafts the reply in your voice using the details of that specific enquiry, and a person reads it and hits send. You get the speed advantage of an instant response with the tone of one a human wrote — because a human approved it. If a draft is wrong for that person, you rewrite it or bin it.
It stays on your systems. The automation runs on your accounts and credentials, so client information never sits with us and is not copied to a platform we control. This matters commercially as well as ethically — it removes us from a large part of any diligence conversation about third-party data handling.
One we can name: JDP Credit Solutions, a credit-repair firm, is a current client and the reference implementation for AI Lead Triage. We are deliberately not going to pad that list. If a wall of logos is what you need to feel comfortable, that is a fair requirement and we are probably not the right fit yet.
Smart Email Triage and AI Lead Triage are $2,499 to set up plus $499/mo managed, and setup runs in days rather than weeks. A supporting email sequence is $1,249 and takes a day. The free 30-minute audit comes first and gives you a written scope, price and date before you commit to anything.
Thirty minutes, no charge. You leave with a written list of what is worth automating, what is not, and roughly what each would cost — and that list is yours whether you hire us or not.