The challenge: Paraplanners spending a quarter of their year on diary management

Oakbridge Financial Planning manages retirement and investment portfolios for 1,200 clients across the West Midlands. FCA regulations require that every client is offered an annual review, and Oakbridge's policy is to proactively contact each one to schedule it.
Previously, this was handled by two paraplanners making outbound calls between their other duties. The campaign typically took 10-12 weeks. By the time the last clients were contacted, some early bookings had already been rescheduled or cancelled. The whole process was inefficient, and paraplanners resented spending a quarter of their year on the phone doing what was essentially diary management.
The firm estimated that paraplanner time spent on review calling cost the equivalent of £85,000 per year in lost productive capacity.

The solution: 1,200 clients contacted in 9 days, both paraplanners on case work throughout

Thrumble AI ran the entire annual review campaign. The AI called all 1,200 clients over a 9-day window, speaking in a professional, warm British English voice matched to Oakbridge's brand tone.
Each call confirmed the client's identity, explained that their annual review was due, offered available time slots with their assigned adviser, and booked the meeting on the spot. Clients who weren't available were offered a callback at a time of their choosing. Those who declined were logged with their reason.
All bookings synced directly into the firm's calendar system with the client's name, adviser assignment, meeting format (in-person or video), and any notes the client mentioned during the call.

The results: The numbers speak for themselves

• 1,200 clients contacted in 9 days. The previous manual process took 10-12 weeks.

• 480 annual reviews booked: a 40% booking rate from outbound calls alone.

• Average 1.8 call attempts per client, with smart retry logic for voicemails and missed calls.

• 112 callbacks scheduled and completed within the same campaign window.

• Zero paraplanner hours spent on outbound calling. Both paraplanners were fully available for case work throughout the campaign.

The commercial impact: £1,800 campaign cost. £345,600 in protected revenue.

The campaign cost Oakbridge approximately £1,800 in Thrumble usage. The manual equivalent had been consuming £85,000 per year in paraplanner capacity.
The 40% booking rate exceeded the previous manual rate of 31%, meaning 108 additional clients were proactively retained through review meetings they would otherwise have missed.
With an average client value of £3,200 in annual fees, those additional reviews represent £345,600 in protected revenue.

9 days instead of 12 weeks. 480 reviews booked. £85K in paraplanner time recovered.