Client intake, document collection, and annual reviews. Sorted.
Genju handles digital fact-find forms, secure document requests, review collection, and annual review reminders — while staying professional every step of the way.
"Your fact-find is still paper or email. Document collection is a three-week back-and-forth. And your satisfied clients never leave Google reviews."
What Financial Advisors & Mortgage Brokers businesses typically pay for
Practice management
Practice management
Docusign
Document signing
Calendly
Client meeting booking
Genju is €97/month
Intake forms, document collection, reviews, and annual reminders. €97/month.
Built for Financial Advisors & Mortgage Brokers
Digital fact-find and risk profile intake form
Secure document request and collection checklist
Annual review reminder automation
Post-advice Google review collection
Mortgage completion anniversary reminder
Protection renewal reminder automation
Financial advisors using Genju reduce client onboarding time by 68% with digital intake and document collection.
"My fact-find used to be a 30-minute phone call then a PDF via email. Now clients complete it online before we speak. By the time I call them I know everything I need. It saves an hour per new client."— Michael, mortgage broker
Genju vs Docusign plus manual process
Docusign handles e-signatures. It doesn't collect your fact-find, manage your document requests, send your annual review reminders, or ask for Google reviews. Genju does all of it.
| Feature | Docusign plus manual process | Genju |
|---|---|---|
| Booking & scheduling | ✓ | ✓ |
| Review automation | ✗ | ✓ |
| Invoicing & payments | ✗ | ✓ |
| Full website builder | ✗ | ✓ |
The typical Financial Advisors & Mortgage Brokers stack costs €181+/mo on tools that require manual coordination. Genju Core is €97/month — all of it, working together.
Simple pricing
Replace 5 employees with
one automated assistant.
Start free for 7 days. Your website is live before the trial ends. Cancel any time.
Core
Everything you need to automate your business — website, bookings, reviews, and invoicing on autopilot.
or €80/mo billed annually — save 2 months
✓ 7-day free trial · No credit card required · Cancel in one click
Buy more anytime · Credits never expire
No credit card · cancel any time
Your Smart Website
- A stunning website built in 60 seconds — live instantly
- AI-written copy that converts visitors into clients
Put your business on autopilot
- 24/7 online booking — never miss a client
- Smart reminders that cut no-shows by 80%
Trigger a review explosion
- Auto review requests after every appointment
- AI replies to your Google reviews for you
Keep clients coming back
- Digital loyalty stamp cards — reward every visit
- Win-back campaigns for quiet clients — on autopilot
- Email & SMS campaigns — AI written, auto-sent
Pro
For businesses that want a 24/7 receptionist and a full marketing team — on autopilot.
or €417/mo billed annually — save 2 months
✓ 7-day free trial · No credit card required · Cancel in one click
10× more than Core · Credits never expire
Adds a 24/7 receptionist + marketing team worth €3,500/mo
Everything in Core, plus:
Your 24/7 Employee
- AI receptionist — answers calls, WhatsApp & email around the clock
- Automatically books appointments while you sleep
- Handles every FAQ using your knowledge base
Your Marketing Team
- AI creates posts, captions & graphics for you
- Auto-scheduled content across every platform
- Tracks competitors & shows what's working
Everything else
- 5,000 AI credits/month
- 50GB file storage
Scale
For agencies running a reseller business at scale.
or €4164/mo billed annually — save 2 months
200× more than Core · Credits never expire
White-label + unlimited sub-accounts included
Everything in Pro, plus:
Your Reseller Business
- White-label — your brand, your pricing
- Unlimited sub-accounts for clients
- Dedicated account manager
- Custom onboarding + migration
Enterprise Power
- 100,000 AI credits/month
- Unlimited file storage
- SLA-backed uptime guarantee
- Custom API integrations
- Priority phone support
Advanced Tools
- Advanced analytics & custom reports
- Multi-region deployment
- SSO & team management
- Dedicated Slack channel for support
- Early access to new features
Need more AI credits? Top up anytime: 200 €9 · 500 €19 · 1,500 €49. Credits never expire.
Frequently asked questions
Modernise your client onboarding. Start free.
14 days free. No credit card. Cancel any time.