For Accountants, Advisers & Brokers

Wake Up Your Dormant Database

Safely re-engage past clients and prospects with compliance-first messaging. Built for UK practices. GDPR and PECR compliant.

You classify, we template — tell us the relationship (client, prospect, enquiry), we pick the legal tone
Full audit trail — every send logged with contact, classification, and approval timestamp. FCA-ready.
Built-in compliance checks — blocked contact types, soft opt-in validation, PECR rules all built in
1

Upload Your List

CSV with emails, names, and companies. We guide you on what can be sent safely.

2

Classify Your List

Mark contacts as past clients, prospects, or enquiries. This determines the legal basis and message tone.

3

Pick or Customize Template

Use our pre-built soft/standard templates for your classification, or write your own message. Send by email or SMS.

4

Review & Send

Final preview of message, contact count, and classification. Approve once — emails deliver instantly. All logged for audit.

Built for UK Compliance

GDPR & PECR Compliant

Soft opt-in rules for existing customers are built in. Unsubscribed and purchased lists are blocked.

CSV Upload, Zero CRM Required

No integration, no vendor lock-in. You remain in control of your data at all times.

Instant Delivery

SMS and email templates. Send to hundreds of contacts in seconds. Fast response = higher conversion.

Full Audit Trail

Every send is logged with classification, timing, and approval. FCA-ready documentation.

Proven High-ROI Channel

Reactivating existing leads costs 70% less than new acquisition. Often your best conversion source.

Multi-Profession Ready

Advisers, accountants, brokers, mortgage firms. Messaging templates for all.

Who Uses This

Accountancy Firms

Re-engage clients who changed accountants or completed projects. Recover clients you thought were lost.

  • Former clients (12+ months dormant)
  • One-off project clients
  • Referral network reactivation

Financial Advisers

Reach out to past clients for reviews, life event changes, and new services introduced.

  • Annual review prompts
  • New product notifications
  • Lapsed policy holders

Mortgage & Insurance Brokers

Speed matters. Reach out to refinancing candidates and renewal prospects within hours.

  • Rate-drop alerts
  • Policy renewal outreach
  • Life event triggers

Solicitors & Law Firms

Safely re-engage past clients for referrals and new services.

  • Conveyancing prospects
  • Will update campaigns
  • Family law referrals

Stop Losing Revenue from Your Dormant Database

Upload your contact list. Classify in seconds. Deliver compliant emails in minutes. Built for accountants, advisers, and brokers.