IFAs
Walk out with the client picture already taking shape.
Client objective
Retire at 60 with income certainty
Immediate concern
Pension consolidation and care cost exposure
Next action
Confirm provider values and transfer risk
Built in Scotland for UK advice firms
AI fact-find automation for UK advice firms.
Turn meeting transcripts and client documents into cited fact-find fields, client-fit assessments, and CRM-ready data — so your team spends less time re-keying and more time preparing advice.
Every figure linked to source. Human review built in.
The Problem
Three weeks in, you find out the client does not fit.
First meetings create weeks of work. Chunkbase is built around one simple question: can the team see the client picture, the evidence, and the fit before the work reaches the CRM?
Day 0
Client meeting
The adviser has the conversation, captures the transcript, and leaves with enough raw material to start the case.
Day 2
Fact-find rebuild
The team starts reconstructing assets, objectives, dependants, liabilities, risk notes, and open questions by hand.
Week 1
Evidence chasing
Provider statements, missing figures, and document checks arrive separately from the answer they are meant to support.
Week 2
Admin absorbed
CRM fields, review notes, and follow-ups are already moving through the back-office workflow.
Week 3
Fit issue found
The firm finally sees the proposition mismatch, complexity, or service gap after capacity has already been committed.
The expensive question was answered last.
How It Works
A source thread from meeting to handoff.
Every figure has a source.
Transcript
42 min23:55Adviser
Can you walk me through what you have currently?
24:02Client
I’ve got a few workplace pensions from previous jobs, and my wife has a separate ISA.
24:08Adviser
And what does retirement look like for you?
24:10Client
I want to retire at 60, but consolidating five pensions worries me.
24:30Adviser
Understandable. Let’s look at the numbers.
24:45Client
Total across all wrappers is about £737k.
Objective
Retire at 60
24:10Complexity
Five pensions
24:22Assets
£737k
25:04Client fit, before the work starts.
0.0score
AUM fit
StrongComplexity
ReviewRoute
Wealth CoreHuman review stays in the loop.
Approve field
Verify document
Edit adviser note
Transcript to field, cited.
“£737k across ISA, GIA, and pensions”
Investable assets
£737k
25:04Your rules shape the output.
Minimum AUMApplied
Services offeredApplied
Complexity capApplied
CRM-ready handoff.
Confirmed fieldsReady
Open questions2
Source referencesReady
Built for teams
One source thread. Three jobs to be done.
Paraplanners
Review judgement, not the whole transcript again.
Investable assets
£737k · Source 18:42
Capacity for loss
Needs review · Source 31:08
Evidence status
3 confirmed · 2 need documents
Practice principals
See fit before the team absorbs the work.
Recommended route
Wealth Core review
Client score
7.4 · Senior review
Reason
AUM fit strong, pension complexity elevated
Meeting lens
Client objective
Retire at 60 with income certainty
Immediate concern
Pension consolidation and care cost exposure
Next action
Confirm provider values and transfer risk
Walk out with the client picture already taking shape.
Learn moreDesign partner programme
Help shape the workflow your team actually needs.
We’re working with a small number of UK advice firms to build this together. If your team still re-keys after every meeting, we should talk.
Become a design partner