ClientPulse handles WhatsApp in your voice — FAIS-compliant by default, annual reviews scheduled automatically, FNAs followed up without dropping the ball. Your book stays warm without you on your phone all weekend.
What hurts today
No specific advice via WhatsApp. No guaranteed returns. No third-party disclosure. Compliance rules are baked into the AI; every interaction is logged for audit.
Pre-built streams
Pick the industry template at signup. These streams come pre-loaded with messages tuned for your sector — edit anything, keep what works.
Every client gets a review reminder at the right month. Booked appointments land in your calendar.
After a Financial Needs Analysis, ClientPulse drives the conversation through documents, sign-off, and policy issuance.
Birthdays, dependant ages 18/21/25, policy maturities — all surface as warm touch-points your clients feel personally.
“Old Mutual Secunda runs their book on it. So can you.”
Real customer quotes coming — case studies in progress
Start at R799 your first month (R1 100/month after) — a 24/7 AI receptionist that never sleeps, never forgets, and sounds exactly like you.