FTSE 100 Wealth Manager × Chickpea
Transforming client disclosure into a personalised, scalable and measurable experience.
Transform a critical regulatory requirement into a better client experience.
A FTSE 100 Wealth Manager wanted to modernise and standardise how client disclosures were delivered across its adviser network.
Traditional processes were manual and time-intensive, creating inconsistency in adviser delivery and limited visibility into whether clients had engaged with important information.
The objective was to deliver consistent, compliant communication at scale while reducing adviser workload and creating measurable evidence of client engagement.
Turning disclosure into a personalised client experience.
Chickpea deployed an AI-powered personalised video experience using client data and a digital avatar of the client’s adviser.
Each adviser was represented through an accurate digital avatar and cloned voice, allowing communications to remain personal, familiar and trusted while operating at scale.
Personalised videos were delivered ahead of the client’s first meeting, incorporating relevant client information and interactive functionality to help clients engage with the content and access supporting disclosure documents.
This transformed disclosure from a document-led process into a personalised, measurable digital client experience.
Better communication for clients. Greater capacity for advisers. Stronger evidence for the business.
The pilot demonstrated impact across three key areas:
Personalised, engaging communications made important regulatory information more accessible and encouraged clients to actively engage with disclosure content.
Automating a repeatable regulatory communication reduced manual administration, improved consistency and created additional adviser capacity for higher-value client interactions.
Adviser feedback highlighted significant time savings, reduced risk and the ability to deliver consistent, high-quality communication at scale.
Centrally controlled messaging and engagement tracking provided greater consistency across advisers and measurable evidence of how clients interacted with important communications.
“This is a scalable way to deliver consistent, engaging communication without compromising quality.”
Regulatory communication that clients actively engaged with.
Turning regulatory communication into an opportunity for deeper client engagement.
The pilot demonstrated that regulatory communication can be standardised and controlled at enterprise level while remaining personalised at client level.
By measuring how clients interact with important communications, firms gain greater visibility into engagement, stronger evidence of delivery and more opportunities for advisers to follow up.
The opportunity extends beyond disclosure. The same personalised, measurable approach can be applied across key moments throughout the wealth management client lifecycle:
