Outreach tools were built for volume. Regulated firms need the opposite.
Most outreach tools are sold on volume, and the risk of using them that way lands on the firm rather than the vendor. That trade does not work when you are regulated. One message to an existing client, one unapproved line, one unanswerable audit question costs more than a thousand leads are worth.
Why we built it this way
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.
What Mahleon does
It finds the right people, checks them against your CRM, sends the invitations at a sensible pace, and follows up with wording you have approved, 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
Who it is for
Financial advisers
Build a book without ever approaching an existing client or someone who has opted out.
Wealth managers
Outreach that reads and paces like the relationship you are actually selling.
Planners
A steady flow of screened prospects, so the prospecting is not your evening job.
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.