ClientIQ — Meeting Preparation (UK)¶
Revised 2026-08-02 per critic + founder inputs. Locked hook used VERBATIM in the hero (do not reword). Spine: hero → catch-22 → value → ROI math → why prep is hard → what ClientIQ does → prep-isn't-a-document beat → honesty guardrail → founder proof + founding-cohort early access → guarantee → pricing/CTAs → FAQ → caller talking points.
Key revisions: cost calculator is the SINGLE primary CTA ("Calculate Your Prep Cost" + "One minute. No email, no call."); "Claim Your Founding Member Spot" demoted to quiet secondary, prominent only at guarantee + final; founder-credibility anchor front-loaded under the hero trust strip; conservative firm-size ROI line added; document-vs-checklist beat added after the mechanics; founding-cohort early-access line added to proof; security rewritten to the honest citable set (leads with redaction), one line tied to Consumer Duty / suitability evidencing; "What's involved in getting started?" FAQ added; accuracy claim tied to its mechanism ("reading the records, not remembering them").
Lead order (UK): time saved → growth unlock → confidence. Doubles as the call source for the outsourced telemarketing agency — see the CALLER TALKING POINTS block at the foot of this file.
HERO¶
Headline: You're a financial expert. So why is your firm still wasting hours on manual meeting prep — the admin no client will ever thank you for?
Subhead: Meeting prep is hours of manual admin — hunting across systems, collating by hand, checking it twice. Slow, repetitive, and exactly how mistakes slip through. ClientIQ does the gathering. You do the advising.
Primary CTA (button): Calculate Your Prep Cost One minute. No email, no call.
Secondary (quiet link): Or claim your founding-member spot →
Trust strip (under the buttons): Save at least 2 hours per client meeting, or your money back · No integration project to start · GDPR-aligned, your data stays yours
Founder anchor: Built by Dean Casey — 25 years and 50+ wealth managers building the software this industry runs on.
THE CATCH-22 — You can't skip it. So it gets done by hand, every time.¶
Here's the trap.
That prep isn't busywork. It's your compliance record — suitability, KYC, the audit trail you'd reach for if anyone ever asked. Skip it and you've no defence. So it gets done by hand. Every meeting. Every client.
Necessary, and miserable. And it's your most expensive people doing it.
THE VALUE — Clients never see the prep. They see the conversation.¶
Think about what your clients actually value.
Not the two hours you spent reconciling figures across four systems. They never see that. They see the conversation — the judgement, the reassurance, the plan. That's the work they pay for, and it's the work you're best at.
ClientIQ takes the work they don't see, so you do more of the work they value.
Primary CTA (button): Calculate Your Prep Cost One minute. No email, no call.
THE MATH — What two hours a meeting is really worth¶
Run it for a firm your size.
A few partners and their paraplanners, preparing for 1,000 to 2,000 clients between them. Save two hours on each meeting and you're into hundreds of adviser and paraplanner hours back over a year — before you count the mistakes caught with runway to fix them.
The guarantee stands on its own. The arithmetic just makes it bigger.
WHY IT'S THIS HARD — Five things that turn one meeting into half a day¶
It isn't that the prep is complicated. It's that it's scattered.
├── The data is everywhere. CRM, portfolio system, emails, old PDFs, a note on the shared drive from 2019. Nothing lives in one place. ├── So you collate it by hand. You jump system to system, copying figures out, pasting them in, building the pack a piece at a time. ├── And hand-collation is error-prone. A figure a quarter out of date. A number transposed in a cut-and-paste. The mistakes that slip in precisely because the work is dull. ├── The insight stays buried. The stale risk questionnaire, the missing letter of authority, the bed & ISA that needs a CGT calc — the things that matter most are the easiest to miss two weeks out. └── Then it all lands on the adviser. Review it, check it, sign it off. The most expensive person in the firm, proofreading admin.
A complex annual review — ISA and GIA, a bed & ISA with the CGT to calculate, the MiFID II costs disclosure, the suitability file — can run to 20+ separate checks. How many is your paraplanner doing by hand, two weeks out?
Solve the scattered data, and the rest follows: better insight, surfaced in time, and the prep checklist actually done.
WHAT CLIENTIQ DOES — It runs the prep, by meeting type, for every client¶
ClientIQ knows what each meeting needs, and gets it ready before you do.
It runs the right checklist for the meeting type. An annual review, a regular progress meeting, an ad-hoc call — each has its own workflow. ClientIQ fires the right one automatically.
It adapts every step to the client. KYC cadence by risk and entity type. What's due for a natural person on a five-year cycle is not what's due for a higher-risk client or a trust. ClientIQ knows what's outstanding for this client, this meeting — not a generic list.
It works backwards from the meeting date. The meeting is the anchor. ClientIQ lays the tasks back from it with a buffer, so prep starts itself roughly two weeks out — each step with its own due date. Nothing waits for the night before.
The traffic-light calendar shows you where every meeting stands. One glance across the weeks ahead: ├── 🟢 Green — on track, prep running to plan ├── 🟡 Amber — needs attention, something's slipping └── 🔴 Red — about to blow up, the meeting's close and the pack isn't ready
You see the landmines with runway to fix them — the questionnaire that's gone stale, the LOA that never arrived, the expression of wish missing from the file — not in the car park five minutes before.
It hands you the meeting pack and flags the risks. The agenda and the pack, assembled. A vulnerability flag where a client may need extra care. Built and ready for you to check.
Then your sign-off is fast. You review what it's gathered and approve it. Minutes, not hours. You stay in control of every output — ClientIQ does the gathering, you do the advising.
PREP ISN'T A DOCUMENT — It's weeks of checklist work¶
Some tools reduce prep to a briefing document the planner reads the morning of the meeting. That's the wrong mental model.
Real prep isn't something you skim on the day. It's weeks of checklist work beforehand — a paraplanner collating and verifying across systems, long before anyone sits down. That's the part that eats the week, and it starts about two weeks out.
ClientIQ runs that checklist. It doesn't just print a document.
Primary CTA (button): Calculate Your Prep Cost One minute. No email, no call.
WHAT IT DOES TODAY — AND WHERE IT'S GOING¶
Plain about this, because the industry isn't.
Today, ClientIQ is an intelligent, client-aware checklist that tracks itself. It knows what each meeting needs, adapts to each client, builds the timeline, chases the gaps, surfaces the risks, and makes your review and sign-off fast. The reminders do the chasing so your people don't have to.
What it doesn't do yet is run every task on its own. That's the direction of travel — over time the system takes more of the steps off your desk, not just tracks them. We'll tell you what's shipped and what's coming, and we won't dress up a roadmap as a finished product.
What's here now already gives you the two hours back. The rest is upside.
WHY TRUST THE PERSON BUILDING THIS — 25 years building software for wealth managers¶
ClientIQ is built by Dean Casey.
Not a SaaS founder who stumbled into wealth management. Dean co-founded Nutcracker in 2000, with his father, and has built for this industry ever since — trading systems, portfolio systems, client portals — for more than 50 wealth managers: PSG Group, First National Bank, the JSE, Citadel, Anchor.
One of those clients scaled from 25 professionals to 500+, and from a few thousand investor clients to roughly 100,000, on systems his team built and ran. He later relocated to the UK and started building again.
"I'm not a SaaS founder who stumbled into wealth management. I've been building for this industry since 2000."
We're onboarding a first cohort of advice firms now. Founding members shape the roadmap and validate ClientIQ against their own client book.
The three people below aren't ClientIQ customers — the product is new. They've worked with Dean over the years, and they tell you what kind of work he does and whether he can deliver AI that holds up. Read them as a reference on the builder, not a review of the tool.
"I can't recommend Dean highly enough. I'd worked with three other suppliers to build an AI-driven website with AI tools for my clients. I discussed it with Dean, he said, 'Let me give it a try.' Within three weeks he was delivering capabilities the others took months to try and fail at. He always meets his commitments and hits every milestone. If you have a complex AI project, I can't recommend him more highly." — David Brock, CEO, Partners In EXCELLENCE; author, Sales Manager Survival Guide (April 2026)
"It has been a pleasure to work with Dean for over a decade. He partnered with us on portfolio and trading systems and was actively involved across the full cycle — development, implementation, support, and improvement. His combination of technical competence, personal attentiveness, and long-term commitment makes him easy to recommend." — Simon Fillmore, CIO, Independent Securities
"What sets Dean apart is not just the quality of his software, but his deep, practical understanding of the financial industry. He didn't simply set out to build a system — he made it his mission to understand investment management, advisory workflows, and the operational pressures we deal with every day." — Liza Maartens, COO, Anchor Capital
GUARANTEE — Save at least 2 hours per client meeting, or your money back¶
We'll put it in writing.
If ClientIQ doesn't save you at least two hours per client meeting, you get your money back. No questions asked, at any stage.
The risk sits with us, not you. Run it against your real client book and decide once you've felt the difference.
Primary CTA (button): Calculate Your Prep Cost One minute. No email, no call.
Secondary CTA (button): Claim Your Founding Member Spot
OFFER — Founding-member pricing, locked for life¶
ClientIQ is priced on the size of your client book.
├── Independent advisers (up to 200 investor clients) — £200/month └── Growing practices (200+ investor clients) — £499/month
Founding-member pricing is locked for life. As ClientIQ grows, the published price will rise. Yours won't.
Primary CTA (button): Calculate Your Prep Cost One minute. No email, no call.
Secondary CTA (button): Claim Your Founding Member Spot
FAQ¶
What's involved in getting started? Less than you're bracing for. No IT project, no data migration, nothing to rip out or install. ClientIQ works on the emails and documents you already have, so there's no system to connect before you see value. And you get that value on the first meeting you prep with it — not months down the line.
Does ClientIQ run the prep for me, or just remind me? Today it does the gathering and the tracking. It knows what each meeting type needs, adapts the steps to each client, builds the timeline back from the meeting date, chases the gaps with reminders, surfaces the risks, and assembles the pack for your review. You approve it — that part stays with you. Running each task end to end on its own is on the roadmap, not something we claim it does yet.
What systems does ClientIQ connect to? It doesn't have to connect to anything. ClientIQ works standalone on your existing emails, documents, PDFs and other sources — that's the part that surprises people. You get value with no integration project. That said, over the years we've connected to more than 50 platforms and vendors, so if you want it wired in, we can do that too.
How is this different from using ChatGPT or another generic AI? A generic AI has no source of truth about your client. Ask it for a portfolio value or a beneficiary's name and, if it doesn't know, it will produce a confident, plausible, wrong answer. That's not a risk you can take into a client meeting. ClientIQ only reports what's actually in that client's records — because it's reading the records, not remembering them. It tells you what's on file. It doesn't invent.
Is my client data secure? Yes — and start with the part that matters most: your client data is redacted before it's logged or sent to any AI system, so personal details aren't exposed to the AI in the first place. ClientIQ runs on Microsoft Azure, whose infrastructure carries its own independent security certifications. Data handling is GDPR-aligned for UK firms — which means the prep doubles as clean Consumer Duty and suitability evidence, not a compliance gap to explain later. We never use your data to train AI models. You own it, and can export it anytime.
What if I meet clients in person? ClientIQ is mobile-first. Check the brief on your phone before you walk into any meeting — office or client site.
Who is this for? Advisers and firm owners losing hours every week to manual prep, especially anyone with client data spread across several systems and a book they want to grow without adding headcount.
FINAL CTA — Stop being the firm's most expensive proofreader¶
You trained for the advice, not the admin. The prep still has to happen — it's your compliance record. So let the system do the gathering, and get your hours back for the work clients actually value.
Primary CTA (button): Calculate Your Prep Cost One minute. No email, no call.
Secondary CTA (button): Claim Your Founding Member Spot
Trust strip: Save 2 hours per meeting or your money back · No integration to start · Founding-member price locked for life
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HEADLINE VARIANTS (A/B test — UK)¶
QUICK PICK ★ "You're a financial expert. So why is your firm still wasting hours on manual meeting prep — the admin no client will ever thank you for?" → Best for: solution-aware advisers and owners; this is the LOCKED hook — test challengers against it, do not replace it. → Why: names the indignity (expert time on invisible admin) without leading on a step count that makes firms think "not me."
See all 7 variants below.
- ★ You're a financial expert. So why is your firm still wasting hours on manual meeting prep — the admin no client will ever thank you for? (LOCKED hook — control)
- The prep no client will ever thank you for is costing your firm a day a week. (Pain quantification)
- You can't skip meeting prep. It's your compliance record. So why are you still doing it by hand? (Catch-22 / contrarian)
- Clients never see the prep. They see the conversation. (Value-led)
- Your most expensive people are proofreading admin two weeks before every meeting. (Specificity / indignity)
- A complex annual review is 20+ checks. How many is your paraplanner doing by hand? (Specificity — body line as a test hook only)
- Walk in fully briefed, with the prep already done. (Direct benefit — secondary/section line)
Recommended live test: #1 (locked hook) vs #3 (catch-22 contrarian). Both name the trap; #1 leads on wasted expert time, #3 leads on the compliance bind. The winner tells you which framing the UK buyer feels more sharply. Do not retire #1 — it's locked.
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CALLER TALKING POINTS (telemarketing — read off these)¶
For the outsourced agency. Skimmable, benefit-first, no jargon.
The one-line opener: "ClientIQ does the manual meeting prep for you — it knows what each meeting needs, gets the pack ready ahead of time, and your adviser just reviews and signs off."
The three things to land: ├── Saves 2–3 hours of prep per meeting. Guaranteed, or your money back. ├── The prep is necessary — it's the firm's compliance record — so we don't tell you to skip it, we do it for you. └── Built by a team that's built wealth-management software since 2000, for 50+ firms.
The "how it works" in one breath (if they ask): "It runs the checklist for each meeting type, adapts it to each client, starts the prep about two weeks out, and shows every upcoming meeting on a traffic-light calendar — green, amber, or red — so nothing blows up the night before."
The differentiator (if they say "we already looked at note-takers"): "Note-takers work after the meeting. This works before it — it does the prep, which is the part that eats your week. And prep isn't a document you skim on the day; it's weeks of checklist work, and that's what this runs."
The objection on AI accuracy: "It doesn't guess. It only reports what's actually in the client's records — because it's reading the records, not remembering them. A generic AI will give you a confident wrong number."
The getting-started reassurance (if they worry it's a project): "No IT project, no data migration. It works on your existing emails and documents, and you get value on the very first meeting you prep."
The honesty line (if they push on 'is it fully automated'): "Today it tracks the whole checklist, chases the gaps and builds the pack for your review. More of the tasks get automated over time — we're straight about what's shipped and what's roadmap."
The ask / next step: "Founding-member price locked for life — £200 a month up to 200 clients, £499 above that. Can I send you the one-minute cost calculator to see what prep is costing the firm now? No email needed."
Disqualify gently (saves everyone time): Not a fit for firms with no client records to speak of, or anyone who wants AI to run the meeting for them. ClientIQ does the prep; the adviser runs the meeting.
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COPY SCORECARD (self-scored)¶
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COPY SCORECARD — LANDING PAGE (UK)
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Clarity: 9/10 Hook names the pain; spine walks problem → solution cleanly
Specificity: 9/10 20+ checks, ~2 weeks out, £ pricing, ROI math, traffic-light states, 50+ firms
Voice: 10/10 Calm, declarative, no hype, no exclamation marks, on-profile
Desire: 9/10 Catch-22 + ROI math + "most expensive proofreader" make it visceral
Proof: 9/10 3 founder-credibility testimonials + founding-cohort early access; honestly framed
Urgency: 9/10 Single clear primary CTA, founding price locked-for-life, money-back guarantee
Flow: 10/10 Catch-22 → value → ROI → mechanics → doc-vs-checklist → honesty pays off the hook
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TOTAL: 65/70 (93%)
Verdict: Exceptional. Ship it. Minor polish only.
What moved since 2026-06-29 (64→65): single primary CTA removes choice friction;
ROI math + founder anchor front-loaded; document-vs-checklist beat sharpens the
category contrast; security rewritten to the honest citable set (redaction-first,
Consumer Duty tie-in); getting-started FAQ answers the slow buyer's real fear.
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