Automate processes,
improve efficiency.
Automate processes,
improve efficiency.
Sparq empowers financial advisory firms to streamline processes, automate compliance, and unlock growth while maintaining the human touch.
Sparq empowers financial advisory firms to streamline processes, automate compliance, and unlock growth while maintaining the human touch.
Complete advisory process automation for streamlined, end-to-end client workflows
Complete advisory process automation for streamlined, end-to-end client workflows
Lead Qualification
Smart Scheduling
Comprehensive Client Profiling
Bespoke Fact-Finding
Lead Qualification
Smart Scheduling
Comprehensive Client Profiling
Bespoke Fact-Finding
Automated Client Reviews
End-to-End Process Automation
Automated Client Reviews
End-to-End Process Automation
See our solution
See our solution
See our solution
Lead Qualification
Lead Qualification
Capture leads from your website and LinkedIn, gather essential data to qualify clients, arrange meetings with the right adviser, and ensure unqualified leads are informed or redirected—delivering more, highly qualified leads while providing an excellent user experience.
Capture leads from your website and LinkedIn, gather essential data to qualify clients, arrange meetings with the right adviser, and ensure unqualified leads are informed or redirected—delivering more, highly qualified leads while providing an excellent user experience.
Smart Scheduling
Smart Scheduling
Let clients easily select their preferred meeting date and time, simplifying the process, reducing back-and-forth communication, increasing engagement, and triggering key tasks to keep the advisory process moving forward effectively.
Let clients easily select their preferred meeting date and time, simplifying the process, reducing back-and-forth communication, increasing engagement, and triggering key tasks to keep the advisory process moving forward effectively.
Comprehensive Client Profiling
Comprehensive Client Profiling
Efficiently profile clients using a wide range of dynamic questionnaires—covering aspects from risk tolerance to sustainability and vulnerability.
Build bespoke questionnaires or leverage industry-standard ones to ensure accurate, tailored advice for every client.
Bespoke Fact-Finding
Bespoke Fact-Finding
Automate the collection of extensive data through tailored, dynamic questionnaires, reducing manual data entry and enabling seamless integration with other systems—whether used as a standalone process or to enhance personalised, in-person fact-finding meetings.
Automate the collection of extensive data through tailored, dynamic questionnaires, reducing manual data entry and enabling seamless integration with other systems—whether used as a standalone process or to enhance personalised, in-person fact-finding meetings.
Automated Client Reviews
Automated Client Reviews
Stay updated with your clients’ changing circumstances and preferences through automated review processes.
Whether it’s a self-served or assisted review, automation saves time, improves margins, and ensures you can serve a wide range of customers—all while staying compliant with customer duty regulations.
End-to-End Process Automation
End-to-End Process Automation
Deliver a seamless, unified client experience that strengthens your brand, ensures compliance at every step, and connects multiple processes into comprehensive client journeys driven by an internal decision-making process.
Deliver a seamless, unified client experience that strengthens your brand, ensures compliance at every step, and connects multiple processes into comprehensive client journeys driven by an internal decision-making process.
A robust platform with an extensive
feature set to run advisory processes
A robust platform with an extensive feature set to run advisory processes
Management portal
Advisory interface
Client interface
Skills creator
Drag and drop actions to build specific skills that mimic your firms processes that can be automated.
Webhooks
Receive data from any modern system via webhooks.
Triggers
Configure processes to trigger automatically based on any relevant internal and external events.
Bot's tasks
Review a complete log of tasks performed by the bot, like sent emails or messages and take actions if necessary.
Data
Gather and organise unstructured data for future reference, analysis and audit trial.
Team management
Manage your team members profiles, roles or access to resources and tools.
Management portal
Advisory interface
Client interface
Skills creator
Drag and drop actions to build specific skills that mimic your firms processes that can be automated.
Webhooks
Receive data from any modern system via webhooks.
Triggers
Configure processes to trigger automatically based on any relevant internal and external events.
Bot's tasks
Review a complete log of tasks performed by the bot, like sent emails or messages and take actions if necessary.
Data
Gather and organise unstructured data for future reference, analysis and audit trial.
Team management
Manage your team members profiles, roles or access to resources and tools.
Management portal
Advisory interface
Client interface
Data vaults
Secure repository of clients data for instant access and reusability across processes.
User's tasks
Individual view of your open tasks to maintain momentum.
Interaction details
Timestamped audit log of every interaction with accompanying data.
My profile
Manage your availability, personal preferences and integrations to your favourite software.
Upcoming meetings
Deep dive into relevant upcoming meetings data from a unified view.
Team interactions
Streamline staff workflows with hundreds of customisable screens.
Management portal
Advisory interface
Client interface
Data vaults
Secure repository of clients data for instant access and reusability across processes.
User's tasks
Individual view of your open tasks to maintain momentum.
Interaction details
Timestamped audit log of every interaction with accompanying data.
My profile
Manage your availability, personal preferences and integrations to your favourite software.
Upcoming meetings
Deep dive into relevant upcoming meetings data from a unified view.
Team interactions
Streamline staff workflows with hundreds of customisable screens.
and many more...
and many more...
Connectors
Integrate with and incorporate features from your preferred software vendors.
Content
Manage your communication strategy with a rich static content repository, including email greetings, links, photos and more.
Connectors
Integrate with and incorporate features from your preferred software vendors.
Content
Manage your communication strategy with a rich static content repository, including email greetings, links, photos and more.
Launchpad
Manually trigger advisory processes.
Interaction lists
Real time view of the progress between clients, staff and the bots for each process launched.
Launchpad
Manually trigger advisory processes.
Interaction lists
Real time view of the progress between clients, staff and the bots for each process launched.
Content
Manage your communication strategy with a rich static content repository, including email greetings, links, photos and more.
Offices
Maintain repository of offices and conference rooms for multi-location scheduling and resource assignments.
Content
Manage your communication strategy with a rich static content repository, including email greetings, links, photos and more.
Offices
Maintain repository of offices and conference rooms for multi-location scheduling and resource assignments.
Streamlining efficiency
and growth at every stage
Streamlining efficiency
and growth at every stage
SPARQ is the perfect partner to streamline your processes, automate tasks, and drive growth - tailored to your unique needs at every stage of your journey.
SPARQ is the perfect partner to streamline your processes, automate tasks, and drive growth - tailored to your unique needs at every stage of your journey.
Small firms
With limited resources, small firms benefit from automating routine tasks to improve efficiency, save time, and focus on growth. We help you unlock the full potential of your team, enabling better client engagement and revenue generation.
Small firms
With limited resources, small firms benefit from automating routine tasks to improve efficiency, save time, and focus on growth. We help you unlock the full potential of your team, enabling better client engagement and revenue generation.
Small firms
With limited resources, small firms benefit from automating routine tasks to improve efficiency, save time, and focus on growth. We help you unlock the full potential of your team, enabling better client engagement and revenue generation.
Medium firms
As your firm grows, becoming process-driven is key. Our platform helps medium-sized firms enhance team interactions and ensure consistency to streamline processes and improve efficiency, laying the foundation for scalable growth.
Medium firms
As your firm grows, becoming process-driven is key. Our platform helps medium-sized firms enhance team interactions and ensure consistency to streamline processes and improve efficiency, laying the foundation for scalable growth.
Medium firms
As your firm grows, becoming process-driven is key. Our platform helps medium-sized firms enhance team interactions and ensure consistency to streamline processes and improve efficiency, laying the foundation for scalable growth.
Large firms
For larger firms, efficiency and compliance are crucial to driving growth and improving margins. Our enterprise-grade solutions provide the tools to standardise processes across teams, ensuring scalability while safeguarding regulatory compliance.
Large firms
For larger firms, efficiency and compliance are crucial to driving growth and improving margins. Our enterprise-grade solutions provide the tools to standardise processes across teams, ensuring scalability while safeguarding regulatory compliance.
Large firms
For larger firms, efficiency and compliance are crucial to driving growth and improving margins. Our enterprise-grade solutions provide the tools to standardise processes across teams, ensuring scalability while safeguarding regulatory compliance.
What they say about us
What they say about us
%
Completion rate of digital journeys
H
Saved per staff member per week
x
Richer and more accurate data
%
Completion rate of digital journeys
%
Completion rate of digital journeys
H
Saved per staff member per week
H
Saved per staff member per week
x
Richer and more accurate data
x
Richer and more accurate data
“Sparq has awarded us with approximately 20% time savings, significantly reduced the risk of errors, substantially improved the quality of our client data and introduced digital journeys for our clients, enhancing their overall experience.”
“Sparq has awarded us with approximately 20% time savings, significantly reduced the risk of errors, substantially improved the quality of our client data and introduced digital journeys for our clients, enhancing their overall experience.”
Andrew Smith
Financial Planner at Seneca Reid
%
Completion rate of digital journeys
%
Completion rate of digital journeys
H
Saved per staff member per week
H
Saved per staff member per week
x
Richer and more accurate data
x
Richer and more accurate data