Money questions go to whoever answers first.
People research mortgages, pensions and protection at night, enquire from the sofa and book with whoever replies. Pikul Front Desk answers every enquiry in seconds, qualifies the prospect and books the discovery call into your diary. It never gives financial advice; your advisers stay the advisers.
Answers on WhatsApp, email, Instagram, Messenger, web chat, SMS and Telegram.
An illustration.
14:12:20
Booked elsewhere
- Hi, can I book a discovery call this week?
- Delivered. No reply.
- Hello? Is anyone there?
- 12:41 · They book with a competitor
- Hi, so sorry for the slow reply. We have Thursday at 10:00 if that works?
- Thanks, but I’ve already booked somewhere else.
11:43:44
Booked · 1 min 44 s
- Hi, can I book a discovery call this week?
- Hi, thanks for getting in touch. Happy to help. Is this your first call with us, and what would you like to discuss?
- Yes, first time. I’d like to talk through my options.
- Checked the diary · 2 calls this week
- We have Thursday at 10:00 or Friday at 14:30. Which suits you best?
- Thursday 10:00 please.
- Lovely. I’ve held Thursday at 10:00 for you. What’s the best email for your confirmation?
- sam.taylor@email.co.uk
- You’re booked for Thursday at 10:00. Your confirmation and details are on their way, and I’ll send you a reminder before your appointment.
- Thursday
- Hi, just a quick reminder that your appointment is today at 10:00. If you need anything, message us here. We’re here 24/7.
- Perfect, thank you. See you at 10.
One enquiry, any text channel. An illustration.
That’s Pikul Front Desk. Every enquiry answered and booked in the chat, 24/7. Don’t take our word for it: message the demo and see how it answers you.
The gap between enquiry and discovery call is where clients disappear.
Most firms answer well in office hours, between client meetings. The leak is everywhere else, and money decisions are researched at night, at weekends and in January bursts that swamp the inbox.
The Sunday-night decision
Pensions get reviewed after the kids are in bed, and remortgages the week the fix ends. An enquiry sent on Sunday evening and answered on Tuesday has often already booked with another adviser.
The client-meeting hours
Advisers spend the day advising, which is precisely when new prospects call. The ring-out leaves no message trail, and the prospect simply tries the next firm on the list.
The review-due book
Annual reviews drifting, protection never revisited after the mortgage completed, old enquiries that went quiet: recurring-revenue work sitting in the back book, waiting for a nudge.
The front office work, minus the front office hours.
Trained on your firm: your services, fee approach, process and booking rules. It answers only from what you approve.
First enquiries answered
“Do you handle X”, “how do your fees work”, “what happens on the first call”: answered in seconds, in your tone, with the next sensible question asked.
Discovery calls, email first
Real slots offered in the chat, email collected before anything is confirmed, reminders sent so booked calls actually happen.
Prospects qualified
Situation, timeline, what prompted the enquiry: captured the way a good paraplanner would brief it, so your adviser opens the call already knowing the shape of the case.
Reviews and reactivation
Review-due clients nudged politely through campaigns you approve word for word, and clients asked for a Google review at the right moment via the Review Engine.
An administrative layer, not an advice channel.
No advice, by design
Set up from day one, and tested before go-live: no product recommendations, no suitability opinions, no “should I” answers. Anything that edges towards advice is routed to your advisers with the conversation attached.
A full record
It books meetings, answers approved practical questions and keeps a full record of every conversation. Transcripts are retained to your own retention policy.
Your compliance sign-off
You approve every answer before go-live, and your compliance officer can review the whole setup before a single client sees it.
Speed decides who gets the discovery call.
Enquiries contacted within five minutes convert eight times more often than those contacted later, and replying within the hour makes qualifying the lead about seven times more likely. Financial enquiries are shopped around by nature: the firm that answers first usually gets the first meeting, and first meetings become clients.
I’ve spent over fifteen years in film, content and marketing for brands including Direct Line and Berkshire Hathaway HomeServices, businesses built on being there the moment someone decides to act. That’s the layer this installs for your firm.Rafal Pikul, founder of Pikul Agency
Priced on the call.
Every build is custom. We scope it with you on a 30-minute call with Rafal and quote in writing before any work starts. The scope, term and notice period are agreed in writing too.
Pikul Front Desk
Every text channel plus missed-call text-back, answered and booked, trained personally on your firm.
Add when you’re ready
Pikul Voice AI phone answering, recall campaigns and the Review Engine. Each is scoped on your call and quoted in writing.
Larger and multi-site systems are scoped individually.
What principals and practice directors ask.
Will it give financial advice?
How much does an AI receptionist for an advice firm cost?
How does this sit with our compliance obligations?
What about client confidentiality and data?
How fast can we go live?
Find your firm’s leak.
A 30-minute call with Rafal looks at how enquiries reach you today (phone, web, email, referrals) and shows you where prospective clients are most likely slipping out, and what to check first.
- A reply from the Pikul Agency teamWith answers to your questions and the next steps.
- NDA and data agreement on requestSigned before you share anything sensitive.
- A written proposalScope, timeline, team and price, before any work begins.
WhatsApp messages are answered first by Pikul Front Desk, our AI assistant.
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