Financial services leads are high-value and time-sensitive. WeKatch responds to every enquiry immediately, qualifies the prospect, and books the initial consultation, while staying within the boundaries of what a non-licensed system should say.
< 33s
Response time on new client enquiries
24/7
Availability for initial enquiries
0×
More likely to qualify a lead, 5 min vs 30 min response
Source: Lead Response Management Study, Dr. James Oldroyd (MIT)
Never gives financial advice, handles scheduling and qualification only.
Screens for the services the prospect needs before booking.
Calls referred leads within 60 seconds, before the referral goes cold.
WeKatch responds immediately with a professional, compliant first-touch call.
Financial situation overview, service interest (retirement, investments, protection), and timeline captured.
Qualified prospects reach your calendar with notes. Unqualified enquiries are handled gracefully.
WeKatch qualifies and books prospects, you focus on delivering advice.