Financial advisers

Paperwork does not earn your income. Client meetings do.

Financial advisers and intermediaries. Where commission starts at the table with a client, not in a form. We prepare your website and Google profile or set up ready-made automations. You know the price and deadline upfront.

Call: 15 minutes, free. Would you like to get an initial view yourself? Indicative audit has 19 questions.

What slows you down

Where you lose time today.

from scratchevery proposal

You assemble each comparison from scratch

The same parameters, portals and spreadsheet. Just a different name at the top.

constantchasing documents

The contract is waiting for a document the client has not supplied

The deal is agreed, but it hangs on one confirmation — and you have to send the reminders.

misseda contract anniversary

The client hears about renewal from a competitor

The date was in the calendar; nobody checked it in time.

from memorymeeting notes

Only you remember what you promised

Notes on the phone, the rest in your head. A week later, nobody is sure exactly what was said.

We are not financial advisers. Denis Bubeník runs the family installation business Ibyx Energy, where people chase documents and forget appointments too. What he built to handle that is not tied to one industry.

What runs at Ibyx Energy

Ready-made automations

Where you can start.

They address some of the problems above, with a price and deadline known upfront. We can discuss which one suits your operations on a 15-minute call.

P1

Immediate enquiry acknowledgement

190 €setup+ 19 €/month

Delivery within 3 working days

  • The customer receives an email confirming their enquiry has arrived
  • You receive a notification
  • The enquiry is recorded so it does not stay only in the inbox
  • The AI version prepares a draft reply for you. It does not send it to the customer by itself

Variant

AI version: 290 € + 29 €/month

P3

Appointments without forgetting

290 €setup+ 29 €/month

Delivery within 5 working days

  • Confirmation of the agreed appointment
  • A reminder the day before
  • A message after a missed appointment, with the option to book another time
  • A review request after the visit
  • The WhatsApp version sends reminders via WhatsApp

Variant

WhatsApp: 490 € + 49 €/month

P4

No missed call left unanswered

290 €setup+ 29 €/month

Delivery within 5 working days

50 SMS messages per calendar month are included; each additional message costs 0.10 €

  • If you miss a call, the caller receives an SMS
  • You receive a notification and the call is recorded
  • You pay your carrier for the forwarded part of the call

Setup is paid 100% upfront. The monthly fee starts at launch and is invoiced monthly in advance.

The stated days are maximum times, counted from receipt of complete materials.

Next step

Choose a time. 15 minutes is enough.

We discuss which task slows you down most and whether a ready-made package is enough. The call is free and without obligation.

Prefer to write? agency@nexorio.io

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