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Automate Processes:
Sparq empowers financial advisory firms to streamline processes, automate compliance, and unlock growth while maintaining the human touch.
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Complete Advisory Process Automation
Lead Qualification
Capture leads from your website and LinkedIn, gather essential data to qualify clients, arrange meetings with the right adviser, and ensure unqualified leads are informed or redirected—delivering more, highly qualified leads while providing an excellent user experience.
Lead Qualification
Capture leads from your website and LinkedIn, gather essential data to qualify clients, arrange meetings with the right adviser, and ensure unqualified leads are informed or redirected—delivering more, highly qualified leads while providing an excellent user experience.
Lead Qualification
Capture leads from your website and LinkedIn, gather essential data to qualify clients, arrange meetings with the right adviser, and ensure unqualified leads are informed or redirected—delivering more, highly qualified leads while providing an excellent user experience.
Smart Scheduling
Let clients easily select their preferred meeting date and time, simplifying the process, reducing back-and-forth communication, increasing engagement, and triggering key tasks to keep the advisory process moving forward effectively.
Smart Scheduling
Let clients easily select their preferred meeting date and time, simplifying the process, reducing back-and-forth communication, increasing engagement, and triggering key tasks to keep the advisory process moving forward effectively.
Smart Scheduling
Let clients easily select their preferred meeting date and time, simplifying the process, reducing back-and-forth communication, increasing engagement, and triggering key tasks to keep the advisory process moving forward effectively.
Comprehensive Client Profiling
Efficiently profile clients using a wide range of dynamic questionnaires—covering aspects from risk tolerance to sustainability and vulnerability. Build bespoke questionnaires or leverage industry-standard ones to ensure accurate, tailored advice for every client.
Comprehensive Client Profiling
Efficiently profile clients using a wide range of dynamic questionnaires—covering aspects from risk tolerance to sustainability and vulnerability. Build bespoke questionnaires or leverage industry-standard ones to ensure accurate, tailored advice for every client.
Comprehensive Client Profiling
Efficiently profile clients using a wide range of dynamic questionnaires—covering aspects from risk tolerance to sustainability and vulnerability. Build bespoke questionnaires or leverage industry-standard ones to ensure accurate, tailored advice for every client.
Bespoke Fact-Finding
Automate the collection of extensive data through tailored, dynamic questionnaires, reducing manual data entry and enabling seamless integration with other systems—whether used as a standalone process or to enhance personalised, in-person fact-finding meetings.
Bespoke Fact-Finding
Automate the collection of extensive data through tailored, dynamic questionnaires, reducing manual data entry and enabling seamless integration with other systems—whether used as a standalone process or to enhance personalised, in-person fact-finding meetings.
Bespoke Fact-Finding
Automate the collection of extensive data through tailored, dynamic questionnaires, reducing manual data entry and enabling seamless integration with other systems—whether used as a standalone process or to enhance personalised, in-person fact-finding meetings.
Automated Client Reviews
Stay updated with your clients’ changing circumstances and preferences through automated review processes. Whether it’s a self-served or assisted review, automation saves time, improves margins, and ensures you can serve a wide range of customers—all while staying compliant with customer duty regulations.
Automated Client Reviews
Stay updated with your clients’ changing circumstances and preferences through automated review processes. Whether it’s a self-served or assisted review, automation saves time, improves margins, and ensures you can serve a wide range of customers—all while staying compliant with customer duty regulations.
Automated Client Reviews
Stay updated with your clients’ changing circumstances and preferences through automated review processes. Whether it’s a self-served or assisted review, automation saves time, improves margins, and ensures you can serve a wide range of customers—all while staying compliant with customer duty regulations.
End-to-End Process Automation
Deliver a seamless, unified client experience that strengthens your brand, ensures compliance at every step, and connects multiple processes into comprehensive client journeys driven by an internal decision-making process.
End-to-End Process Automation
Deliver a seamless, unified client experience that strengthens your brand, ensures compliance at every step, and connects multiple processes into comprehensive client journeys driven by an internal decision-making process.
End-to-End Process Automation
Deliver a seamless, unified client experience that strengthens your brand, ensures compliance at every step, and connects multiple processes into comprehensive client journeys driven by an internal decision-making process.
A robust platform with an extensive feature set to run advisory processes
Management portal
Advisory interface
Client interface
Drag and drop actions to build specific skills that mimic your firms processes that can be automated.
Skills creator
Receive data from any modern system via webhooks.
Webhooks
Configure processes to trigger automatically based on any relevant internal and external events.
Triggers
Integrate with and incorporate features from your preferred software vendors.
Connectors
Maintain a repository of document templates.
Documents
Review a complete log of tasks performed by the bot, like sent emails or messages and take actions if necessary.
Bot's tasks
Manage your communication strategy with a rich static content repository, including email greetings, links, photos and more.
Content
Gather and organise unstructured data for future reference, analysis and audit trial.
Data
Maintain repository of offices and conference rooms for multi-location scheduling and resource assignments.
Offices
Separate data access between staff members, teams or business units.
Visibility groups
Manage your team members profiles, roles or access to resources and tools.
Team management
Create a unified meeting structure to improve your processes and enhance client experience.
Calendar templates
Management portal
Advisory interface
Client interface
Drag and drop actions to build specific skills that mimic your firms processes that can be automated.
Skills creator
Receive data from any modern system via webhooks.
Webhooks
Configure processes to trigger automatically based on any relevant internal and external events.
Triggers
Integrate with and incorporate features from your preferred software vendors.
Connectors
Maintain a repository of document templates.
Documents
Review a complete log of tasks performed by the bot, like sent emails or messages and take actions if necessary.
Bot's tasks
Manage your communication strategy with a rich static content repository, including email greetings, links, photos and more.
Content
Gather and organise unstructured data for future reference, analysis and audit trial.
Data
Maintain repository of offices and conference rooms for multi-location scheduling and resource assignments.
Offices
Separate data access between staff members, teams or business units.
Visibility groups
Manage your team members profiles, roles or access to resources and tools.
Team management
Create a unified meeting structure to improve your processes and enhance client experience.
Calendar templates
Management portal
Advisory interface
Client interface
Drag and drop actions to build specific skills that mimic your firms processes that can be automated.
Skills creator
Receive data from any modern system via webhooks.
Webhooks
Configure processes to trigger automatically based on any relevant internal and external events.
Triggers
Integrate with and incorporate features from your preferred software vendors.
Connectors
Maintain a repository of document templates.
Documents
Review a complete log of tasks performed by the bot, like sent emails or messages and take actions if necessary.
Bot's tasks
Manage your communication strategy with a rich static content repository, including email greetings, links, photos and more.
Content
Gather and organise unstructured data for future reference, analysis and audit trial.
Data
Maintain repository of offices and conference rooms for multi-location scheduling and resource assignments.
Offices
Separate data access between staff members, teams or business units.
Visibility groups
Manage your team members profiles, roles or access to resources and tools.
Team management
Create a unified meeting structure to improve your processes and enhance client experience.
Calendar templates
Our customers save time, reduce risk and create new value for their end clients
95%
95%
Completion rate of digital journeys
8h
8h
Saved per staff member per week
2x
2x
Richer and more accurate data
“Sparq has awarded us with approximately 20% time savings, significantly reduced the risk of errors, substantially improved the quality of our client data and introduced digital journeys for our clients, enhancing their overall experience.”
Andrew Smith, Financial Planner at Seneca Reid
The future is here. Be part of it.
Book a call
Book a call
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© 2024
SPARQ TECH LTD. All rights reserved
© 2024
SPARQ TECH LTD. All rights reserved
© 2024
SPARQ TECH LTD. All rights reserved
© 2024
SPARQ TECH LTD. All rights reserved