FlowNexa · Financial Advisers Vertical · Serverless AWS Lead Engine

IDENTIFY HIGH-VALUE CLIENTS BEFORE THEY FIND ANOTHER ADVISER.

FlowNexa deploys a serverless AI client qualification pipeline on your IFA website — scoring every enquiry by advice type, asset value, and life event trigger using AWS Lambda, DynamoDB, and SES. Large pension transfers, imminent inheritance clients, and retirement-within-12-months enquiries flagged as your highest-priority leads.

Get Financial Advice → See the Architecture
Powered by AWS LambdaAPI Gateway DynamoDBSES Amplify CDNGoogle Sheets API GDPR Art.6
Large pension transfer value
£5,000–£25,000
Initial advice fee on pension transfers over £250,000 — plus ongoing AUM charges generating substantial recurring revenue
Inheritance planning value
£3,000–£15,000
Estate planning and IHT advice for clients with significant assets — high complexity, high fees, long relationship
Pipeline response time
<200ms
From form submission to DynamoDB write and SES alert dispatch via AWS Lambda in EU-West-2 London
Infrastructure uptime SLA
99.9%
AWS serverless — captures retirement and inheritance enquiries at any hour without maintenance overhead
£10k+
Average initial fee
large pension or investment case
24/7
Client enquiry capture
retirement and inheritance at any hour
<200ms
Pipeline response
Lambda to SES dispatch
1
Adviser per area
exclusive territory model
Pension PlanningRetirement AdviceInheritance PlanningISA & InvestmentsLife InsuranceIncome ProtectionMortgage ProtectionEstate PlanningTax-Efficient InvestingLater Life PlanningPension PlanningRetirement AdviceInheritance PlanningISA & InvestmentsLife InsuranceIncome ProtectionMortgage ProtectionEstate PlanningTax-Efficient InvestingLater Life Planning
System Architecture

Enterprise-Grade Serverless
Infrastructure. Not a Form Tool.

FlowNexa is built on AWS serverless architecture by a Cloud Computing MSc graduate — not assembled from drag-and-drop tools. Every enquiry passes through a production-grade data pipeline with sub-200ms response times, 99.9% uptime, and zero maintenance overhead.

Lead Data Pipeline · EU-West-2 (London) Region
◆
Visitor
Amplify CDN · HTTPS
→
≡
Lead Form
5-step qualification engine
→
◆
API Gateway
HTTP API · CORS configured
→
λ
Lambda
Node.js · Scoring engine
→
◆
DynamoDB
UUID partition key
@
AWS SES
Transactional email alerts
◆
Google Sheets API
Real-time lead dashboard
◆
GDPR Art.6
Documented lawful basis · Consent captured
◆
EU-West-2 Region
UK data residency · ICO compliant
Enquiry Types Qualified

Every Advice Type
Qualified by Asset Value.

The qualification engine captures advice type, approximate asset or pension value, life event trigger, urgency level, and existing adviser status — complete client profile before your first consultation call.

£
Pension Planning & Transfers
Large pension pot holders approaching retirement — highest initial fee and ongoing AUM revenue. Auto-scored highest when value exceeds £250,000.
*
Retirement Planning
Clients within 2-5 years of retirement — time-sensitive, complex planning needs, high emotional urgency around financial security.
+
Inheritance & IHT Planning
Clients receiving or expecting significant inheritance — estate planning, trust advice, IHT mitigation. High complexity, high fees.
^
Investment Advice
Lump sum investment — ISAs, GIA, offshore bonds. Assets above £50,000 auto-weighted higher in the scoring engine.
~
Protection & Insurance
Life cover, income protection, critical illness — younger clients but high premium revenue and strong cross-sell opportunity.
#
Business Owner Planning
Business exit planning, relevant life, executive income protection — complex, high-value, long advisory relationship.
@
Later Life Planning
Equity release, care fee planning, LPA — growing demand, specialist advice requirement, often referred by solicitors.
=
Family Financial Planning
Children's ISAs, school fee planning, family protection — lower initial value but long relationship and strong referral potential.
Data Pipeline

From Enquiry to
Structured Alert in 200ms.

Built on AWS serverless infrastructure by an MSc Cloud Computing graduate — every lead flows through a production-grade pipeline with sub-200ms response times, 99.9% uptime, and zero maintenance overhead.

01
Client Submits Enquiry
A HTTPS POST fires to API Gateway containing advice type, approximate asset or pension value, life event trigger, urgency level, existing adviser status, risk profile, and GDPR consent — complete financial profile in one submission.
02
Lambda Scores the Lead
Large pension values and imminent life events — retirement within 12 months, recent inheritance — score highest. Clients without an existing adviser also weighted higher as they are available to instruct immediately.
03
DynamoDB + Sheets Write
Client record written to DynamoDB with UUID partition key and simultaneously synced to your private Google Sheet client pipeline — both operations complete before the SES alert fires.
04
SES Alert Dispatched
Formatted HTML alert fires containing advice type, approximate asset value range, life event trigger, urgency level, existing adviser status, and all contact details. High-value pension cases flagged in the subject line.
Scoring Engine

Every Enquiry Weighted
and Prioritised.

The scoring engine applies weighted rules across multiple variables — you always know which leads represent immediate revenue and which can wait.

◆ Hot Lead · Immediate Action
Call Today
Instant SES alert dispatched. Highest scoring threshold — same-day contact required.
Pension over £250,000 — approaching or at retirement age
Recent inheritance received — immediate planning need with tax implications
Retirement within 12 months — urgent planning required before drawdown
No existing adviser — available to instruct immediately and start the process
◆ Warm Lead · Follow Up This Week
Call Soon
Qualified and engaged — genuine need, no immediate crisis. Follow up within 2–3 working days.
Pension planning — retirement within 2–5 years
Investment lump sum over £50,000 — ready to deploy into market
IHT planning required — estate likely above nil-rate band threshold
Protection gap identified — life event trigger such as marriage or new child
◆ Cold Lead · Keep on Record
Monitor
Below immediate action threshold — written to DynamoDB and Google Sheet for future follow-up.
Early career, small investment amounts, no immediate planning need
General enquiry about financial planning — not ready to proceed
Already has an adviser, just exploring options out of curiosity
Small pension pot, decades to retirement, no life event trigger
Operational Benefits

Every Client Arrives
Pre-Qualified by Asset Value.

Advice type, pension value, life event trigger, urgency, existing adviser status — all in one structured alert before your first consultation.

**
High-value clients flagged instantly
Large pension holders and clients with imminent life events auto-score Hot — you call them before another IFA does. One converted pension case covers months of FlowNexa.
££
Asset value pre-qualification
Clients are asked about approximate pension or investment value before they reach you — no wasted initial consultations on sub-threshold enquiries.
==
Complete client profiles
Advice type, asset value range, life event trigger, urgency, existing adviser status, risk profile — all in one structured SES alert. No triage call before your first consultation.
##
GDPR Article 6 compliant
Financial data processed under documented lawful basis. All data encrypted at rest in AWS DynamoDB in EU-West-2 London. Never shared beyond your practice.
@@
Real-time Google Sheets sync
Every enquiry synced to your private sheet — filterable by advice type, asset value range, life event trigger, urgency, and submission date.
>>
One adviser per postcode
Exclusive territory — your financial advice enquiry pipeline is exclusively yours. No shared leads, no competitor access to your local area.
Pricing · Financial Advisers

Investment That Returns
on Your First Client Instruction.

A single large pension transfer generates £5,000–£25,000 in initial advice fees plus ongoing AUM charges. FlowNexa pays for itself within your first converted enquiry at any tier.

Starter
Test the Pipeline
One-time setup: £1,500
£500
per month · no long-term contract
AWS LambdaAPI GatewayDynamoDBSESGoogle Sheets
  • Branded lead capture page on Amplify CDN
  • Industry-specific qualification form
  • Weighted Hot / Warm / Cold scoring engine
  • Instant SES transactional email alerts
  • Real-time Google Sheets API sync
  • DynamoDB persistent lead storage
  • GDPR Art.6 consent pipeline
  • Unlimited lead capture — no caps
Most Popular
Growth
Scale the Pipeline
One-time setup: £3,000
£850
per month · no long-term contract
AWS LambdaAPI GatewayDynamoDBSESAmplifyCustom Branding
  • Everything in Starter
  • Fully styled HTML SES email templates
  • Custom practice branding and colour scheme
  • Tailored question set for your client profile
  • Monthly scoring rule optimisation
  • Priority email support — 24hr response
  • Monthly lead performance report
  • Subdomain deployment (leads.yourpractice.co.uk)
Exclusive Local
Own Your Territory
One-time setup: £5,000
£1,500
per month · exclusive postcode lock
Full Stack AWSExclusive TerritoryAdvanced Scoring
  • Everything in Growth
  • Exclusive postcode territory — one practice only
  • Advanced multi-variable scoring logic
  • Lead quality filtering and deduplication
  • Weekly performance and conversion summary
  • Priority phone support — same-day response
  • Quarterly pipeline strategy review
  • First access to new features and verticals
All tiers include unlimited lead capture. Setup fee is non-refundable and covers architecture build, configuration, and deployment.
Monthly subscription cancellable on 30 days written notice. No long-term contracts.
Financial Advice Enquiry

Get Expert Financial
Advice Today.

Takes 3 minutes.
No obligation.
A qualified adviser
contacts you directly.

Answer a few questions about your financial situation and a qualified, FCA-authorised financial adviser will review your enquiry and contact you to discuss your options.

This tool does not provide regulated financial advice and does not constitute a recommendation. It collects enquiry information and routes it to a qualified FCA-authorised adviser. All regulated advice is provided by the adviser directly. Data processed under GDPR Article 6 in AWS EU-West-2 London.

@ hello@flownexa.io
◆ +447931677999
◆ AWS EU-West-2 · GDPR Art.6 · ICO Compliant
◆ Built by MSc Cloud Computing Graduate
Step 1 of 5 · Advice Type
What Do You Need Help With?
Step 2 of 5 · Life Event
Is There a Trigger Event?
Step 3 of 5 · Current Arrangements
Your Current Situation
Step 4 of 5 · Urgency
How Urgent Is This?
Step 5 of 5 · Contact Details
Your Contact Details
◆
Enquiry Received

A qualified financial adviser will contact you .

! Your enquiry has been flagged as HIGH PRIORITY. The financial adviser has been alerted immediately via the FlowNexa pipeline.

@ Lead record written to AWS DynamoDB — stored securely in EU-West-2.

◆ Your enquiry has been synced to the financial adviser's private Google Sheet.

◆ For urgent matters: +447931677999

GDPR Art.6 · AWS EU-West-2 · ICO compliant

ℹ◆Important Notice: This tool does not provide regulated financial advice and does not constitute an investment recommendation. It is a lead qualification and routing system only. All regulated financial advice is provided by the FCA-authorised adviser to whom your enquiry is routed. The value of investments can fall as well as rise. FlowNexa is not a financial services firm and is not regulated by the FCA. Data processed under GDPR Article 6 in AWS EU-West-2 London.