360 Thinking for Financial Advisers | Funnels, CRM and automation for UK IFAs
OFFICIAL UK PLATFORMThe #1 all-in-one CRM built exclusively for UK financial services professionals
360 Thinking for financial advisers

Annual reviewsthat bookthemselves.

Launch a financial adviser funnel from Studio 360 for pension and retirement enquiries, then use 360 Thinking to run review cycles, fact-find refreshes and a client portal. Ongoing service, set up your way and recorded as you go.

Start your 14-day free trial
15 financial adviser funnel designs in Studio 360You set it up your wayNo contracts, cancel anytime
Live pipelineExample setup
Enquiry
Discovery
Fact find
Recommendation
Implementation
Annual review

Automation running

Authority by Funnel™ · Studio 360

Start with a financial adviser funnel

Studio 360 comes with your 360 Thinking account and includes 15 ready-made financial adviser funnel designs: 3 template types with 5 designs each. Pick one, add your logo, colours and wording, and go live with a calculator, free guides, booking and enquiry forms, with every lead landing in your pipeline. Then create the rest of your system around it.

Full Financial Planning5 designs
Specialist Adviser5 designs
Private Wealth5 designs
Start your free trial
1
Landing pageA template for financial advisers, in your branding
2
Calculator or free guideGives visitors a reason to leave their details
3
Book a callYour calendar, with automatic reminders

New enquiry lands in your pipeline, and your follow-ups start

Works forIndependent financial advisersRestricted advice firmsWealth and retirement plannersMulti-adviser practices
Sound familiar?

The admin that holds financial advisers and ifas back

Four everyday problems, and what 360 Thinking does about each one.

01

Chasing clients to book reviews

Phone tag and unanswered emails every time an annual review comes round.

With 360 ThinkingCreate review invitations that go out on schedule, with a link to book a slot.
02

Re-keying fact finds before meetings

Updating circumstances by hand the morning of every review.

With 360 ThinkingCreate a fact-find refresh that clients complete online before each meeting.
03

Pension and investment leads going cold

Enquiries that need weeks of nurturing get one follow-up and then nothing.

With 360 ThinkingCreate a nurture sequence of useful guides that runs until the client is ready to talk.
04

Evidencing ongoing service

Proving each client got the service they pay for means digging through inboxes.

With 360 ThinkingCreate a full log of every invitation, reminder, meeting and document on the client record.
The client journey

Map your journey, then automate it

An example setup for financial advisers. Every step, message and timing is yours to change.

  1. 1

    Enquiry

    WhenA pension or retirement enquiry arrives
    Create
    • A reply within 60 seconds
    • A guide and a discovery call link
    Client seesA helpful first reply
  2. 2

    Discovery & fact find

    WhenThe discovery call is booked
    Create
    • An online fact find and risk questionnaire
    • E-sign requests for letters of authority
    Client seesOne simple online form
  3. 3

    Recommendation

    WhenYou move the case on
    Create
    • A meeting booking for the recommendation
    • Secure document sharing in the portal
    Client seesTheir report, securely shared
  4. 4

    Implementation

    WhenApplications go in
    Create
    • Client updates at each provider step
    • Reminders for outstanding items
    Client seesProgress without calling you
  5. 5

    Ongoing service

    WhenThe review date approaches
    Create
    • A review invitation with a booking link
    • A request for updated circumstances
    Client seesAn easy, regular check-in
What your clients see

Updates they read. A portal they use.

Clients get short, clear messages at each stage and a secure portal for documents and progress. These are examples: you set the words, in your voice.

Your firmSMS · automated
Client portal · exampleAnnual review · D. Evans
Enquiry
Discovery
Fact find
Recommendation
Implementation
Annual review
Documents
  • Updated fact findReceived
  • Attitude-to-risk questionnaireReceived
  • Pension statementsReceived
  • Letter of authorityUpload
  • Signed service agreementUpload

3 of 5 received · reminders on

Forms and emails

Create forms and emails like these

Examples you could create in minutes with the form builder and email builder. Your questions, your words, your branding.

Form builder · exampleAnnual review update
Send my answers

Answers save straight to the client record

Email builder · exampleTime for your annual review

Time for your annual review

Hi David, it's nearly a year since we last reviewed your plans.

Pick a time that suits you, and update your details before we meet.

View in your portal

Sent automatically when the case moves stage

What's included

Everything you'll use, in one login

All included with your 360 Thinking account.

Review cycles

Create review schedules for every client, with invitations and self-booking.

Online fact finds

Create fact finds and risk questionnaires that save answers to the client record.

Client portal

Create a client portal for reports, valuations and documents.

E-sign

Create letters of authority, service agreements and declarations to sign online.

Nurture sequences

Create email sequences that keep pension, retirement and inheritance tax enquiries warm.

Adviser pipelines

Create pipelines for new business and reviews across every adviser.

Ideas to get you started

What you can create

A few of the things financial advisers create first with 360 Thinking.

01

Createa pension review funnel

02

Createa retirement planning guide

03

Createan attitude-to-risk questionnaire

04

Createan annual review cycle

05

Createa letter of authority for e-sign

06

Createa pre-meeting fact-find refresh

07

Createan inheritance tax nurture sequence

08

Createa client portal for valuations

Plus everything else

All 29 tools, in every account

Win new clients

  • Funnels & landing pages
  • Websites
  • Blogs
  • Forms & surveys
  • Quizzes
  • Email marketing
  • SMS marketing
  • Social planner
  • Ads manager
  • Trigger links & QR codes
  • Affiliate & referral manager

Convert & book

  • Calendars & booking
  • One inbox
  • Website chat
  • Phone system
  • Missed-call text back
  • AI assistant

Run every client

  • CRM & contacts
  • Pipelines
  • Workflows & automations
  • Client portal
  • Courses & memberships
  • Communities
  • Documents & e-sign

Get paid & grow

  • Invoices & payments
  • Reviews
  • Reporting
  • Team accounts
  • Mobile app
See everything included
Create workflows

Create workflows that run for you

Three workflows you can build for financial advisers. Use them as they are, or change any step.

Create a workflow
WhenReview date is 6 weeks away
  • Send the review invitation
  • Share a booking link
  • Request updated circumstances
Create a workflow
WhenClient books their review
  • Send the fact-find refresh
  • Remind them 24 hours before
  • Notify the adviser and paraplanner
Create a workflow
WhenPension guide downloaded
  • Start a 6-email nurture
  • Offer a discovery call
  • Tag the lead by interest
Before and after

The difference in a typical week

Without 360 Thinking

  • Review invites sent by hand, if at all
  • Fact finds re-keyed the morning of the meeting
  • LOAs printed, posted and chased
  • Ongoing service hard to evidence

With 360 Thinking

  • Every client invited on schedule
  • Clients update their own details online
  • LOAs signed on a phone in minutes
  • A complete log of every touchpoint
14+admin hours saved each week*
£315+average monthly software saving*
60sautomated follow-up time
9tools replaced by one login

*360 Thinking's published averages across UK firms. Your results will depend on your firm and how you use it.

Records and data

A clear record of every touchpoint

Built for regulated UK firms, with data hosted to UK GDPR standards.

  • Review invitations, meetings and documents are logged on each client record, so you can show the ongoing service clients receive.
  • Reports and valuations are shared through a secure portal instead of email attachments.
  • Your advice and suitability processes stay yours. 360 Thinking runs the communication and admin around them.
Questions from financial advisers

Frequently asked

Does it replace my back-office system?

It can sit alongside it. Many firms keep their platform and back office for valuations and use 360 Thinking for enquiries, reviews, documents and client communication.

Can clients book their own reviews?

Yes. Invitations include a link to your calendar, and the booking appears on the adviser's diary and the client record.

Can I run different review schedules?

Yes. Set annual, six-monthly or custom cycles by client or service level.

Can paraplanners and admin staff use it too?

Yes. Everyone works from the same pipelines, with tasks assigned to the right person.

Do I set it up myself?

Yes. 360 Thinking is software you set up your way, starting from the Studio 360 templates. Our UK support team, migration blueprints and weekly group coaching calls help you get going.

Ready to run your firm the 360 way?

Start your 14-day free trial No contracts · Cancel anytime · UK data compliant
Other industries

Templates for every industry

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