Financial Services - Chickpea
Financial Services

The future of client engagement in wealth management

Scalable, personalised client communication built for modern wealth management.

Supercharge every adviser relationship through AI-powered personalised communications that improve client understanding, strengthen trust and deliver measurable Consumer Duty outcomes at enterprise scale.

From "Sent & Assumed Read" → to "Delivered, Understood & Evidenced"

AI-powered personalised communications that transform client engagement into measurable understanding, operational efficiency and evidenced regulatory outcomes.

FCA-aligned Consumer Duty compliant Fully auditable
Where the market is going

Service-Led Differentiation Through Personalised Communication.

Market reality
Service is no longer a supporting function - it is the primary differentiator
Clients expect timely, relevant and personalised communication
Adviser relationships must be strengthened, not replaced
Modern, mobile-first communication is becoming the standard
Firms must deliver more with less as margin pressure increases
Chickpea value
Turn service into a competitive advantage
Deliver real-time, personalised communication at scale
Enhance adviser relationships, not replace them
Provide a modern, on-demand client experience
Drive efficiency while improving engagement and outcomes
The challenge

Service is now the differentiator. Proving better client outcomes is the challenge.

In a market where price, proposition and performance are increasingly commoditised, service has become the primary differentiator.

Under Consumer Duty Financial Services firms must evidence, through active monitoring and operational data, that positive client outcomes are being consistently delivered.

Traditional formats (PDFs, emails, letters) are no longer fit for purpose, resulting in:

Low engagement
No visibility of client understanding
Inconsistent adviser delivery
High follow-up workload
Limited audit evidence
Little provable consideration of client vulnerability
Learn More about the challenge →
Personalised client communications platform

Transform service into a scalable competitive advantage.

Chickpea transforms static communication into interactive, personalised video experiences that are clear, consistent, and fully auditable.

Deliver FCA-aligned, compliant messaging
Deliver personalised communication that adapts to client vulnerabilities, demonstrates understanding, and actively manages sentiment
Capture real-time confirmation of understanding
Generate a full audit trail of engagement and outcomes
Reduce adviser workload through automation
Create reusable communication templates that can be deployed across multiple client journeys and business units
Learn More: How Chickpea works →
Adviser working on a laptop
Hello there, Ryan! Welcome to your personalised communication!
Proven results

Real results. Measurable impact. Proven at scale.

Client Engagement
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Watch Rate
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Understanding
Commercial Impact
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Client Action Rate
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Improvement
Operational Outcomes
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SLA
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Negative Feedback
100%
Positive Sentiment
The Difference

Measured understanding. Not assumed engagement.

See full results & case studies - QER: 7iM Case Study → See full results & case studies - Disclosure: St. James's Place Case Study →
Client understanding & Consumer Duty evidence

Move beyond communication. Evidence that your clients understand.

Chickpea doesn't just deliver communication, it provides measurable proof of client understanding. Every client interaction generates measurable insight that can be used to evidence Consumer Duty, identify vulnerable clients and prioritise adviser follow-up.

Through interactive, personalised video, clients actively confirm their understanding in real time, creating a clear and auditable record of engagement.

Learn More: Client understanding & Consumer Duty evidence →

This includes:

Understanding of fees and costs
Clarity of key messaging and disclosures
Confidence in financial decisions
Defined next-step intent
Commercial & operational impact

Reduce cost. Unlock capacity. Drive measurable outcomes.

Lower cost-to-serve - through automated, compliant communication
Unlock adviser capacity - by removing manual, repetitive tasks
Strengthen client retention - through clearer, more engaging communication
Reduce complaint and regulatory risk - with consistent, auditable delivery
Scale personalised communication - across your client base without increasing headcount
Protect ongoing servicing fees - through increased personalised client touchpoints
Protect margins in a compressed-fee environment
Enable scalable communication without increasing headcount
Reduce repetitive client servicing by automating high-frequency communications, allowing advisers to focus on higher-value client conversations
Learn More: Commercial & operational impact →
The future of client engagement in wealth management

Personalised at scale. Measurable in real time. Built for better client outcomes.

Leading firms are moving toward:

Personalised, scalable communication
Real-time client engagement
Measurable understanding and outcomes

Chickpea enables firms to:

Deliver timely updates within 24–48 hours
Extend the adviser relationship at scale
Provide a modern, mobile-first client experience
Improve engagement, understanding, and retention
Deliver consistent, high-quality communication across the client base
Personalised Quarterly Market Update video on a laptop
Where it fits in your client journey

From onboarding to ongoing advice, Chickpea powers every critical client communication moment.

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Learn More: Where it fits in your client journey →
Built for regulated financial services

Secure by design. Compliant by default. Trusted at scale.

Successfully deployed across Tier 1 wealth management firms supporting Consumer Duty, client service and therefore client acquisition and retention.

Learn More: Built for regulated financial services →
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Why Chickpea

Why Leading Wealth Managers Choose Chickpea

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Learn More: Why Chickpea →
Adviser feedback

What Advisers Are Saying

Advisers consistently highlight Chickpea's ability to transform how they communicate, improving efficiency, engagement, and client experience without increasing workload.

From delivering consistent, compliant messaging to reducing time spent on repetitive explanations, Chickpea enables advisers to focus on what matters most: client relationships and strategic advice.

The result is clearer communication, stronger client engagement, and more scalable ways of working.

Learn More: Adviser feedback →

Transform the way you communicate with your clients

Make every client communication more personalised, measurable and scalable.

The Future of Wealth Management Communication Starts Here.

Move from:

Manual → Automated Assumed → Evidenced Inconsistent → Standardised Reactive → Scalable

Transform communication into a compliant, measurable, and scalable growth driver.

This is a strategic upgrade your business needs

Book a discovery call →

Compliance delivered. Understanding proven. Outcomes evidenced.