Autumn Money Group

Autumn Money Group helps business owners and self-employed people with protection, mortgages and finance. Accountants are the people those clients already trust, so they are a natural route in. But a referral channel only works if partners know the offer, referrals reach the right advisor, and someone keeps track of every conversation.

Autumn Money needed a clear plan, a way to measure it, and a programme it could run without adding headcount.

We began with brand and website work in 2025. Today we are Autumn Money's partnerships adviser, using AI throughout to plan, run and report on the channel.

• Strategy and targeting. We set a KPI and growth-target framework, profiled the ideal accountancy partner, and ranked a first pool of 23 firms by fit.
• A playbook the client works in. We built a live, AI-assisted partnerships playbook covering three referral lines: insurance, mortgages and business finance. Tasks, sign-offs, comments and meetings sit in one place, and deadlines flow into the team's Microsoft calendar so Copilot can schedule time for them.
• The partner journey. We produced partner one-pagers, a partnership landing page, a step-by-step referral flow and a pre-call confirmation step, designed to hand clean data into the advisors' existing system.
• Outreach that matches capacity. We review AI prospecting and outreach tools, keeping a person on anything that reaches a partner. Call volume is paced to what the advisor team can actually process.

Both teams share one live playbook and progress dashboard.

Monthly KPI reporting, scaling outreach as advisor capacity grows, and defining the business-finance offer so it can follow the same path.