Built for professional services firms.
Advisors, wealth managers, accountants, and legal practices — we build for firms whose reputation is the product, wherever they operate.
United States
Canada
United Arab Emirates
United Kingdom
Netherlands
South Africa
AI is already rewriting finance
What AI is doing in professional services
Independent research and published results from across the sector — not NewGenTech client results. Every figure links to its source.
- Wealth & asset management
95% have scaled GenAI
Across 100 wealth and asset managers, 95% have scaled adoption to multiple use cases and 78% are already exploring agentic AI.
Source
2025 - Legal
190 hours saved per lawyer
The Future of Professionals report finds each lawyer expects to save 190 work-hours a year with AI — roughly $20bn of time across the US legal market.
Source
2025 - Wealth management
98% of advisor teams adopted
98% of Financial Advisor teams adopted the firm's AI Assistant, with its Debrief tool drafting meeting notes and follow-up emails automatically.
Source
2024 - Banking & legal review
360,000 hours automated
JPMorgan's COIN software reviews commercial loan agreements in seconds — work that previously consumed 360,000 hours of lawyer time a year.
Source
2017 - Client acquisition
Outreach is the top AI priority
Automated, personalised client outreach is now a priority investment for 74% of asset managers and 58% of wealth managers.
Source2025 - Retail banking
3bn client interactions
Erica, its virtual assistant, has passed 3 billion client interactions across nearly 50 million users since launch.
Source
2025
These are published results from other institutions, not NewGenTech client outcomes — every figure links to its source. They show where the market is heading, and the same techniques are now within reach of firms your size.
What we do
A website and an
automation engine, as one.
High-Converting Websites
Visible regulatory status, transparent fees, a named team, and a booking flow on every page. Built around the psychology of how your prospects actually choose an advisor.
- Conversion-first layout
- Trust signals above the fold
- Fast and mobile-native
- Built around client psychology
- Answers and qualifies leads 24/7
- Books meetings automatically
- Follows up on every enquiry, on its own
- Learns from your firm's own content
AI Lead Automation
Your website, calendar, email, and WhatsApp working as one system that never drops a lead.
- 24/7 response and booking
- Automated follow-up
- Email and WhatsApp
- One connected pipeline
SEO Foundation
The groundwork that gets you found by the right clients in your market.
- Google Business Profile
- Keyword and content map
- Service-area pages
- Schema and metadata
Revenue Growth Engine
Sign and onboard more clients, build an established online presence, and turn new visitors into booked business.
- Onboard more clients
- Established online presence
- Target and sign new visitors
- Advanced re-targeting, no wasted ad spend
Paid Growth Strategy
Paid campaigns that put your firm in front of qualified prospects and bring booked calls, not just clicks.
- Google and social ads
- Conversion tracking
- Creative and landing pages
- Cost-per-booked-call focus
AI Receptionist
An always-on receptionist that answers, qualifies, and books after hours, so you never miss a lead.
- 24/7 after-hours cover
- Answers and qualifies
- Books straight to calendar
- Call summaries to your team
Knowledge-Base Chatbots
A chatbot trained on your firm's knowledge that answers client questions instantly and accurately.
- Trained on your content
- Accurate, on-brand answers
- Routes real leads to you
- Learns from your documents
Why an agentic website
- Reputable presenceBuild a credible, modern brand clients trust on first glance.
- AI-forward advantageWin new customers with a futuristic approach competitors lack.
- Ahead of its timePosition the firm where the market is heading, not where it was.
A high-converting site is step one. BusinessOS runs everything after: the control center for your whole firm.
Where ambition
meets velocity.
Most advisor websites fail a simple trust test. We build the opposite: a site that answers your prospect's real questions and books the meeting while you focus on advising clients.
How we workSpecialist, not generalist
Built only for financial services. The copy speaks to your client's real questions about fees, trust, and whether they have enough.
Research-led
We study how your prospects actually choose an advisor, then build every page to answer the question they are really asking.
Conversion-obsessed
Every section earns its place. If it does not move a visitor closer to booking, it does not ship.
Fast and clear
From kick-off to live in seven days. Plain English the whole way. No jargon, no surprises.
Sites that look like the firm you want to be.
Trust signals, transparent fees, and a booking flow on every page. Built to rank, and built to run itself.
From zero to live
in seven days.
Discovery Call
We learn your firm, your clients, and what a booked consultation is worth to you.
Research & Build
We research your market and client psychology, then design and build your site.
Automation Setup
We connect your booking, email, and WhatsApp into one follow-up system.
Launch & Optimize
We go live, track conversions, and refine what turns visitors into clients.