Felix provides a professional first point of contact for people seeking financial guidance.
Felix answers these questions instantly, 24 hours a day, 7 days a week—even when you're busy or closed.
Felix
Online now
Hi! Welcome to our website. How can I help you today?
Do you offer free consultations?
Great question! I'd be happy to help with that...
Automate these tasks and free up your time for what matters most
Capture investment enquiries
Explain services and fees
Book initial consultations
Answer regulatory questions
Promote financial planning services
See the real impact Felix can have on your business
Professional first impression
Pre-qualify wealth levels
Capture pension transfer leads
Build prospect database
Felix comes fully loaded—no extra fees, no add-ons
Get a complete digital business system for your financial advisors business for just £19.99/month—website, AI chatbot, bespoke backend, and CRM all included.
10-day free trial. No credit card required.
Answer reservation enquiries, share menus, and handle dietary questions 24/7
Share your menu, answer WiFi questions, and handle catering enquiries automatically
Handle table bookings, share events, and answer questions about your drinks selection
Answer availability questions, share amenities, and handle booking enquiries 24/7
Join other financial advisors businesses using Felix to capture leads and support customers 24/7.
Get Started Free10-day free trial. Cancel anytime.