Automate Processes:

SPARQ empowers financial advisory firms to streamline processes, automate compliance, and unlock growth while maintaining the human touch.

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

The future is here. Be part of it.

SPARQ

SPARQ TECH LTD
85 Great Portland Street
W1W 7LT
London, England

© 2024

SPARQ TECH LTD. All rights reserved

SPARQ

SPARQ TECH LTD
85 Great Portland Street
W1W 7LT
London, England

© 2024

SPARQ TECH LTD. All rights reserved

SPARQ

SPARQ TECH LTD
85 Great Portland Street
W1W 7LT
London, England

© 2024

SPARQ TECH LTD. All rights reserved

SPARQ

SPARQ TECH LTD
85 Great Portland Street
W1W 7LT
London, England

© 2024

SPARQ TECH LTD. All rights reserved