Emerging tech service provider, Growth Studio Agency, has unveiled an AI-driven client acquisition system designed to help advisers attract and convert qualified leads.
The firm’s lead generation and sales infrastructure aims to provide advice practices with what it describes as a scalable, reliable flow of new business opportunities, helping advisers reduce their reliance on referrals and improve sales efficiency.
Targeted content, niche marketing
According to GSA Founder, Allan Whatmore, his firm’s approach begins with identifying niche markets within the financial services sector such as retirement planning, divorcees, aged care, UK pension plans, women’s wealth and expatriate advice – and creating tailored digital content to appeal directly to those segments.
Whatmore says each campaign features purpose-built lead ‘magnets’ and educational materials that are “situational-based and intent driven” to encourage engagement and prompt prospects to take action. He says this targeted strategy has proven particularly effective in helping advisers position themselves as specialists in their chosen markets.
AI-driven lead engagement
A proprietary AI chatbot named Olivia is central to GSA’s system, according to Whatmore, which manages initial lead engagement. He says Olivia interacts with prospects the moment they opt in, building rapport and gathering essential background information before scheduling an appointment directly in the adviser’s calendar.
He adds this proprietary chatbot not only streamlines the booking process but also improves appointment attendance rates and helps filter out unqualified leads—freeing up advisers to focus on high-value conversations.
Adviser support
Once an appointment is confirmed, the system delivers pre-call summaries to advisers, outlining each lead’s situation and key discussion points. At the same time, clients receive a sequence of preparatory emails to ensure both parties are ready for a productive meeting.
GSA delivers its solution under a white-label model, allowing advice firms to present the system under their own brand. The firm emphasises that it acts solely as a data processor, holding no client or lead data, and operates on a fixed monthly service model rather than a performance-based structure.
Whatmore positions this system as a turnkey sales enablement and marketing infrastructure for the financial services industry. By combining niche marketing, AI automation, and structured pre-sales processes, he says his firm’s offer can help advisers achieve consistent growth in an environment where lead generation remains one of the sector’s greatest challenges.
