Most financial services websites collect a name and phone number. Ours capture income signals, product interest, eligibility data, and intent scores. Then hand your advisors a ranked list of qualified prospects.
Every qualified prospect who visits your site and leaves without being profiled is a client your competitor will close. Shape Shifter makes sure that does not happen.
The Shape Shifters Ecosystem
Six deeply integrated plugins that work as one, turning your website into an intelligent growth machine.
Know exactly which products each visitor explored, their calculator outputs, eligibility signals, and how many times they returned. Before they request a callback.
Lead Capture
Chatbot
Client Onboarding
Calculators
Trust Signals
Multilingual
After Launch
| What Matters | Typical Agency | Shape Shifter |
|---|---|---|
| Lead Capture | Contact form with name and phone | Financial profile with product interest, calculator outputs, income signals, and readiness score |
| Chatbot | Generic FAQ widget or none | AI trained on your products, fee structures, DIFC/DFSA regulations, and golden visa routes |
| Client Onboarding | Manual email exchange for documents | Automated document collection, KYC prep, and advisor handover with full profile |
| Calculators | Basic mortgage calculator plugin | Multi-product calculators that capture financial data and feed lead intelligence |
| Trust Signals | Logo on homepage and an about page | Regulatory badges, secure portals, fee transparency, and verified client testimonials |
| Multilingual | English-only site | Native multilingual (EN, AR, RU, CN) with localized content and chatbot |
| After Launch | Handed off, you manage it | Ongoing optimization, conversion analysis, and compliance updates |
Most agencies build financial brochure sites. We build systems that qualify prospects, automate onboarding, and generate revenue while your advisors focus on clients.
AED 25,000 - 40,000
For independent advisors, small brokerages, and solo practitioners establishing a credible digital presence.
Monthly service fee
AED 2,000 / mo*
Min. commitment: 6 months
AED 55,000 - 85,000
For established brokerages, multi-advisor firms, and business setup consultancies who need qualified prospects, not just callback requests.
Monthly service fee
AED 5,000 / mo*
Min. commitment: 12 months
AED 100,000 - 175,000+
For wealth management firms, large brokerages, and financial groups who need a complete system managing every step from visitor to qualified client handover.
Monthly service fee
AED 10,000+ / mo*
Min. commitment: 12 months
* Monthly service covers hosting, maintenance, security, and all system operation.
Not sure which tier fits your practice? Book a 30-minute call and we will map out exactly what you need.
For the Researchers
See the exact system we use to turn website visitors into qualified financial prospects. Includes a breakdown of every calculator, conversion gate, and automation in the pipeline.
Get the PlaybookFor the Ready
We will review your current client acquisition process, show you what prospect data you are missing, and outline what a platform built for your practice would look like.
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