How much are you losing each month?
A typical example for accountants, brokers and advisers loses around £4,650 a month. Move the sliders to match your business and see what Havari could win back.
Enquiries that go cold
−£1,500/moMissed calls
−£1,950/moClients lost at renewal
−£1,200/moYou could be losing
£4,650 /month
That's £55,800 a year.
With Havari you could win back
£2,070 /month
Growth AI+ is £199/month, about 10.4x what you'd pay.
How we work this out
Each line is volume × the share lost × the share that would have paid × your average value. The starting figures are a typical example for accountants, brokers and advisers; change them to match yours.
- New enquiries get a reply in seconds and automatic follow-ups after that. We assume 40% of lost enquiries are won back.
- Havari AI answers calls you can't and can follow up by text afterwards. We assume 60% of those callers still book.
- Automatic reminders when customers are due back. We assume 25% of those who would have drifted away rebook.
These are estimates, not a guarantee.
Why we built Havari
Two minutes from our founders on why accountants, brokers and advisers lose customers they never knew they had, and what we do about it.
How Havari plugs every gap
Each problem the calculator found has a fix that runs on its own once it's set up.
✕ Enquiries that go cold
✓ Instant replies and automatic follow-ups for every new lead
✕ Missed calls
✓ Havari AI answers when you can't and books them in
✕ Clients lost at renewal
✓ Automatic reminders when they're due, by SMS, WhatsApp and email
Fraud Prevention
Send instant alerts for unusual transactions so customers can protect their accounts in real time.
Payment Reminders
Reduce missed payments with automated reminders for bills, loans, direct debits, and credit card due dates.
Account Updates
Keep customers informed with balance alerts, payment confirmations, and important account changes.
An AI teammate that never misses a customer
Clients want fast, accurate answers. Havari AI handles first contact and admin while your advisers focus on advice.
Answers your calls
Answers calls with your services and fees, and books consultations.
- Qualifies new enquiries with your questions
- Books meetings into advisers' calendars
- Never gives financial advice: passes it to your team
Makes calls for you
Follows up so opportunities don't go quiet.
- Calls new leads and books discovery calls
- Reminds clients about reviews and renewals
- Chases missing documents
Replies to every message
Replies to client messages on every channel.
- Answers questions about services and next steps
- Sends checklists and document requests
- Logs every conversation against the client record
What your customers will see
Ready-made templates for accountants, brokers and advisers. Change the wording to suit you, then let them send automatically.
SMS · Transaction Alert
Transaction alert: a payment of £{Amount} was made on your card ending {Last4}. Reply Y if this was you or N if you don't recognise it.
SMS · Payment Due
Reminder: your payment of £{Amount} is due on {Date}. Pay now to avoid late charges: {Link}
SMS · Low Balance
Account alert: your current account balance is below £{Threshold}. Top up or move money: {Link}
WhatsApp for quick, secure customer service
- Quick Support Queries. Handle balance checks, account queries, and product questions via WhatsApp conversations.
- Transaction Alerts. Deliver rich transaction notifications with interactive options to verify or flag activity.
- Appointment Booking. Let customers book adviser appointments via WhatsApp with quick-reply time slot buttons.
Email for compliant, professional client communication
- Statements & Reports. Send monthly statements, annual summaries, and quarterly reports securely by email.
- Compliance Documents. Distribute policy documents, KYC updates, and regulatory notices with read receipts.
- Appointment Confirmations. Confirm adviser meetings and consultations with detailed email confirmations.
Instagram DMs for approachable first contact
- Product Enquiries. Answer questions about products and services from people who found you through content.
- Educational Follow-Ups. Turn engagement with educational content into a conversation about next steps.
- Appointment Requests. Let prospective clients request an adviser call or meeting directly via DM.
Messenger
Messenger for secure, convenient client chats
- Account Queries. Handle general account and product questions quickly without a phone queue.
- Appointment Booking. Let clients book adviser appointments via Messenger with quick-reply time slots.
- Document Requests. Notify clients when documents are ready and guide them through next steps.
More ways accountants, brokers and advisers use Havari
2FA & Verification
Strengthen security with SMS one-time passcodes for logins and payments.
Appointment Booking
Send reminders for financial adviser meetings, mortgage appointments, and review calls.
Customer Support
Handle account queries and quick questions over SMS instead of a phone queue.
Mortgage & Credit Updates
Let customers know about application decisions, credit limit changes, and upcoming mortgage renewals.
One shared inbox
Calls, SMS, WhatsApp, email, Instagram and Facebook messages in one place, so nothing gets missed.
AI that answers for you
Havari AI answers calls and messages day and night, books appointments and hands over when a person is needed.
Automatic reminders
Reminders, follow-ups and review requests that send themselves at the right time.
Campaigns people read
Send offers and updates by SMS and WhatsApp, which get opened far more often than email.
Built-in CRM
Every customer, conversation and booking in one record your whole team can see.
Works with your software
Import from a spreadsheet or connect your CRM and booking tools, so reminders use the data you already have.
Questions
How long does it take to set up?
Most businesses are sending their first messages the same day. Import your customers from a spreadsheet or connect your existing software, pick a template and switch it on. We'll help you do it if you'd like.
Can I keep my existing phone number?
Yes. You can move your number to Havari, or use a new UK number alongside it. Your customers won't notice any change.
Is there a contract?
No. Plans are monthly and you can cancel at any time. Every plan starts with a free 14-day trial and no card is needed.
Is it UK GDPR compliant?
Yes. Havari is a UK company, opt-outs are handled automatically on every channel, and your data is stored securely.
What if I need help?
You'll speak to a real person in the UK. Reply to any email from us or call us on 0333 1888 388.
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