About Us

Finding Inspiration in Every Turn

ChatbotUK is a forward-thinking company founded by Bob Windust, an experienced Independent Financial Adviser (IFA) with over 35 years in the pensions and investment industry, and David Smart, a highly regarded IT specialist with over 25 years working for major corporate companies. Together, they recognized the potential of AI to transform the way financial advisers interact with clients, leading to the creation of ChatbotUK.

Our mission is to provide high-quality, AI-powered chatbots to the financial services industry, specifically targeting small to medium-sized advisory firms dealing with pensions, investments, mortgages, and insurance advice. These chatbots are designed by IFAs for IFAs, ensuring that our solutions are tailored to the unique needs of the financial advisory sector.

What Sets Us Apart?

At ChatbotUK, we offer a range of innovative, user-friendly chatbot solutions that streamline client engagement and business operations. Our unique AI agent proposition, hybrid options, and competitive pricing structure make us stand out in the market. We believe in offering flexibility through different packages, all while providing significant discounts to IFAs.

Our Expertise

With Bob’s extensive experience as an award-winning IFA and David’s technical expertise in the corporate world, we bring together a deep understanding of both the financial advisory industry and the latest AI technologies. This combination allows us to develop solutions that truly add value to our clients, saving them time, improving client engagement, and driving better results.

Our Products and Services

We offer a comprehensive range of services to help financial advisers work more efficiently and effectively:

24/7 Client Engagement: AI chatbots provide instant responses to client inquiries, improving client satisfaction.
Lead Generation & Qualification: Capture website and social media visitors, qualify leads, and pass them directly to advisers.
Appointment Scheduling: Automates meeting bookings, syncing with the adviser’s calendar.
Instant FAQs & Client Support: Answer common questions about investments, pensions, fees, and processes.
Compliance & Data Collection: Securely collect client information, ensuring compliance with regulations.
Personalized Financial Guidance: AI provides tailored insights for potential clients before they speak to an adviser.
Automated Follow-Ups & Reminders: Keep prospects engaged with timely follow-up messages.
Cost-Effective Client Servicing: Reduce reliance on large support teams while maintaining high-quality service.
Marketing & Social Media Engagement: AI-powered bots interact with clients across platforms, boosting engagement and conversions.

Our Values

At ChatbotUK, our core values revolve around providing exceptional value, innovation, and customer satisfaction. We believe in delivering cutting-edge AI technology that empowers financial advisory firms to work more efficiently while maintaining the highest standards of professionalism and integrity. Our clients are at the heart of everything we do, and we are committed to building lasting relationships based on trust, reliability, and consistent, high-quality service.

Our Culture

We pride ourselves on a collaborative and innovative culture. Our team works closely together, sharing ideas and focusing on continuous improvement. We’re passionate about developing AI solutions that truly make a difference in the financial services industry. It’s all about teamwork, creativity, and staying ahead to offer the best solutions to our clients.

The Impact We Have

By implementing ChatbotUK's AI-powered solutions, our clients have seen significant improvements in lead generation, customer engagement, and time management. Advisers can focus on more valuable tasks while our chatbots handle routine interactions and queries. Additionally, the ability to qualify leads and schedule appointments automatically has streamlined operations and increased conversion rates.

Looking Ahead

Looking ahead, we see ChatbotUK continuing to grow and evolve as a leader in AI-powered solutions for financial advisers. Our focus will be on expanding our offerings, improving our technology, and enhancing the client experience. We aim to help more financial firms streamline their operations and boost client engagement through smart automation. We’re also excited about exploring new innovations in AI and continuing to provide solutions that keep our clients ahead of the competition.

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Our Story

At ChatbotUK, we believe in the power of technology to drive efficiency and transform industries. Our journey began with Bob Windust, an Independent Financial Adviser (IFA) with over 35 years of experience in the pensions and investment markets. During his career, Bob discovered that AI models could not only save him hours of research time but also elevate the quality of his work, leading him to a new way of enhancing his business.

Bob’s passion for innovation and his drive to improve his practice led him to explore AI’s potential further. However, he soon realized that the financial advisory industry could benefit from AI-powered solutions that went beyond research and documentation. The need for smarter, more efficient client engagement, lead generation, and automation was clear.

Enter David Smart, a seasoned IT professional ..and Part-Time developer) with extensive experience, over the past 25 years, working with large companies like GSK, UNILEVER and AVON, integrating and supporting critical business applications. Bob and David had known each other for years, and they quickly saw the opportunity to combine their expertise – Bob’s in-depth understanding of financial advisory services and David’s technical prowess in Technology Solutions and software development.

Together, they created ChatbotUK, an innovative company offering AI-powered chatbots specifically designed for the financial services industry. With the goal of transforming how small to medium-sized financial advisory firms interact with clients, they built a solution that goes beyond basic automation. Their chatbots engage clients 24/7, qualify leads, schedule appointments, handle FAQs, and collect critical data, all while ensuring compliance with financial regulations.

From the beginning, their vision has been clear: to provide cutting-edge, affordable AI solutions that help financial advisers work smarter, not harder. By developing solutions tailored specifically to the needs of financial firms, ChatbotUK empowers advisers to focus on high-value tasks while leaving routine client interactions to the chatbots.

With Bob’s vast experience in the financial services sector and David’s technical expertise, ChatbotUK has quickly become a trusted partner for financial advisers looking to streamline their operations and boost client engagement through AI-driven automation.

Our story is just beginning, and as we continue to grow and innovate, we remain committed to delivering high-quality solutions that give our clients a competitive edge in the ever-evolving financial landscape.