Outreach tools were built for volume. Regulated firms need the opposite.
Every outreach tool on the market optimises for more: more connections, more messages, more automation, and never mind who carries the risk. For a regulated firm that trade is backwards. One careless message to an existing client, one unapproved line, one unanswerable audit question costs more than a thousand leads are worth.
Defensible beats fast.
Growth and compliance are treated as opposites, so advisers end up choosing between tools their compliance officer would never sign and doing nothing at all. We think that choice is false. Outreach can be effective precisely because it is careful: screened against your CRM, approved before it sends, paced like a human, and written down so any question has an answer.
That is why the safeguards are the product, not a settings page. If a feature cannot be defended in front of a compliance team, it does not ship.
The outreach layer regulated firms can actually use.
Mahleon runs the whole motion, finding the right people, screening them against your CRM, connecting at a human pace, and following up with approved copy, while writing every step to a tamper-proof audit trail.
- Compliance-first, designed for the FCA-regulated reality
- Credential-free by default, running through your own sessions
- Honest by design, one true status, never a black box
- Built in the UK, for the UK's regulated firms first
Firms whose outreach has to be defensible.
Financial advisers
Grow a book without ever cold-contacting an existing client or a do-not-contact name.
Wealth managers
Professional outreach at a pace and tone that matches the relationship you sell.
Planners
A steady, screened pipeline that runs itself while you do the actual planning.
Regulated networks
Supervisory oversight, approval workflow and an audit trail across every seat.
Come build the defensible way to grow.
Start a free trial, or join the waitlist and we'll open access for your firm.