← Financial Services
Where it fits
Where it fits in your client journey
Chickpea integrates seamlessly across the full client lifecycle, transforming key communication moments into engaging, personalised, and auditable experiences.
Every stage. Every client. Fully covered.
Onboarding
Disclosure
Investment
Portfolio
Review
Compliance
01
Onboarding & First Engagement
Create a strong, consistent first impression while ensuring compliance from day one.
Personalised welcome to the practice videos
Clear explanation of services, fees, and charges
Risk profile confirmation and investment approach
Introduction to adviser and client relationship
Ensures clients start with clarity, confidence, and trust
02
Ongoing Client Servicing
Maintain regular, meaningful engagement without increasing adviser workload.
Quarterly portfolio updates
Market commentary and insights
Updates on portfolio performance and changes
Proactive communication during market events
Keeps clients informed, engaged, and reassured
03
Regulatory & Compliance Communication
Deliver consistent, compliant communication with full auditability.
Disclosure communications
Updates to fees, charges, or services
Consumer Duty-aligned messaging
Vulnerability and sensitive client communication
Provides evidence of delivery, engagement, and understanding
04
Annual Reviews & Key Milestones
Enhance key touchpoints with structured, personalised communication.
Annual review summaries
Performance and goal tracking
Next-step planning and recommendations
Strengthens relationships and reinforces long-term value
The outcome
A connected, scalable communication journey - from onboarding through to ongoing advice and compliance.
Transform Enterprise Communications
Transform enterprise communications into a measurable, scalable growth engine that increases engagement, proves understanding and delivers measurable commercial outcomes.
Communication delivered. Understanding is proven. Outcomes measured.