Greet & qualify
Warm opener. Product of interest, timeline, rough budget.
Use Cases > Finance
AI that works as hard
as your advisors.
Inbound enquiries turned into booked consultations, in one conversation. Pension, mortgage, or protection, Cloudax pre-qualifies and routes.
Let's Talk
Why Cloudax?
Built for regulated industries
Cyber Essentials and Cyber Essentials Plus. UKAS-accredited ISO 27001. GDPR. Full audit trail on every call.
Perfect disclosures
Scripts for risk warnings and advice boundaries: every time, identical.
Smarter pipelines
Live dashboards on call volume, conversion, and advisor performance.
How it works
Score intent
Real-time qualification against your ideal client profile.
Capture to CRM
Full contact record written to Salesforce, HubSpot, or Intelligent Office.
Book advisor
Matched with the right specialist. Slot confirmed by SMS & email.
See how Cloudax's more human AI can transform your business
No commitment, free consultation included
Let's Talk