How Chickpea works

Chickpea integrates securely with your existing technology ecosystem, working alongside your current infrastructure rather than replacing it. Whether your data resides within your CRM, wealth management platform, client portal, marketing automation platform or enterprise APIs, Chickpea securely connects to the information required to create personalised client communications.

Every client interaction, portfolio update, communication preference and behavioural insight becomes an opportunity to deliver more relevant, meaningful client experiences.

Working alongside your business, Chickpea designs structured communication journeys aligned to your client servicing model, regulatory obligations and commercial objectives. Every communication is designed to be engaging, compliant, measurable and reusable across your organisation.

Every communication is dynamically personalised using enterprise data, ensuring each client receives information relevant to their adviser, portfolio, financial objectives and stage of the client lifecycle.

Communications can include AI-generated presenters, professional voice cloning, dynamic content and interactive experiences that create more engaging, trusted and human client interactions.

Rather than delivering generic communications, every interaction becomes relevant, timely and meaningful.

Once approved, Chickpea automatically generates personalised communications for every client using reusable communication templates and dynamic enterprise data. This enables firms to deliver consistent communications across thousands - or even millions - of clients without increasing operational workload.

Personalised communications are delivered through the channels that best support your client engagement strategy, ensuring every client receives the right communication through the right channel at the right time.

Every client interaction is captured in real time, providing complete visibility into communication performance, client engagement and Consumer Duty outcomes.

Rather than simply proving communications were delivered, Chickpea enables firms to demonstrate that clients engaged, understood key information and took meaningful action.

Real-time engagement insights enable advisers and client servicing teams to prioritise follow-up based on client behaviour rather than assumptions.

This creates more meaningful adviser conversations, improves operational efficiency and strengthens client outcomes across the organisation.

Whether supporting client onboarding, Consumer Duty, portfolio reporting or ongoing servicing, Chickpea provides a single enterprise platform that enables firms to deliver personalised, compliant and measurable communications throughout the entire client lifecycle.