Discover GoAheadPro, the groundbreaking SaaS platform expertly designed for finance brokers. At the core of our innovative solution is a commitment to efficiency, compliance, and user-centric design. GoAheadPro is not just a tool; it’s your strategic partner in navigating the complexities of finance brokerage and for elevating your productivity and profitability.
Our primary target market includes financial service providers focused on managing and servicing high-net-worth individuals (HNWIs) and sophisticated investors. These firms require highly personalised services and robust assurances of compliance with a myriad of financial regulations. While many of these organisations currently use traditional CRM systems, there exists a significant opportunity for enhanced, AI-based solutions that can provide deeper insights, improve client interactions, and support compliance efforts.
To realise our vision, we are seeking an initial investment of £750,000 to support our ambitious growth and operational strategies during our first year. We anticipate reaching profitability by Year 3, supported by our comprehensive financial projections.
Our integrated chatbot automates client interactions, facilitating appointment scheduling, conducting sentiment analysis of VoIP calls, and providing personalised recommendations. This feature helps sales agents better understand client needs and preferences while ensuring compliance with industry regulations and data privacy standards.
An intuitive onboarding process allows clients to register quickly and gain access to a dynamic dashboard, providing real-time insights into their accounts and interactions.
Our streamlined document management system ensures security and compliance, featuring integrated e-signature functionality for convenient and legally binding approvals.
GoAheadPro offers an innovative AI-powered platform that integrates a comprehensive suite of features designed to enhance the efficiency and effectiveness of sales agents and provide an exceptional experience for clients in the financial services sector.
