47 qualified opportunities recovered from 2,000 dead contacts. Without breaking a single FCA rule.
Client: Halal Options
Sector: UK Islamic finance broker (FCA-regulated)
What we built: Dormant CRM revival sequence + intelligent advisory portal
Headline result: 47 qualified opportunities from 2,000+ contacts dormant for [CONFIRM: timeframe]
Most CRM revival pitches assume the contacts are warm leads who just need a poke. Halal Options didn't have that. They had 2,000 contacts in regulated finance who had gone cold, on a list where one wrong word in a follow-up email could trigger an FCA complaint. We didn't pull the trigger on any sequence until the rules layer was watertight.
The situation
Halal Options is a UK broker helping Muslim families secure mortgages and finance products that comply with Islamic principles. The work is regulated by the FCA. Every recommendation, every email, every advisor conversation has to fit a compliance framework that is not optional.
Two problems were running in parallel.
First, the CRM. 2,000+ contacts collected over [CONFIRM: timeframe — months? years?] of marketing and inbound enquiries. They had gone cold. Standard re-engagement sequences would have either ignored compliance entirely (most cold email tools do) or taken months of manual review by an FCA-trained advisor (the only safe alternative).
Second, the advisory portal. The team needed a system that helped advisors match clients to the right Islamic finance products faster, without ever letting AI make the decision. Off-the-shelf AI tools were ruled out the moment hallucination risk was discussed. In FCA-regulated advice, an AI that "mostly" gets it right is worse than no AI at all. The legal exposure is asymmetric.
What we built
The CRM revival
Enrichment first, send second.
Every contact in the dormant 2,000 was enriched with up-to-date employment, location, and life-stage data before any sequence touched them. Sending into a list where 30% of the addresses were stale would have torched the sender domain on the first day.
Segmentation by stage, not by last contact date.
A contact who enquired about a remortgage 18 months ago is in a different conversation than one who enquired about a first-time buyer product. Same dead list, different sequences.
Sequence copy reviewed line-by-line for FCA compliance.
Every email read by [CONFIRM: who reviewed — Nizam? a compliance-trained advisor?] before going live. No language that implied advice. No claims of returns or savings. The CTA on every email was a request to talk to a human advisor, never a sale.
Reply detection routed to the right advisor.
A reply from someone with an active mortgage runoff went to one advisor. A reply about an investment product went to another. The team did not have to triage their own inbox.
The intelligent advisory portal
Deterministic rules engine, not RAG.
Bank criteria, product eligibility, and advisory rules live in:
that the advisors themselves can edit. The matching engine reads those rules and returns matches. It does not interpret. It does not "decide what's similar." There is no probability score on a regulated decision.
AI writes the explanations, never the decisions.
Once the engine returns a match, an AI layer drafts the customer-facing explanation in plain English. The advisor reviews, edits, and sends. Nothing leaves the system without human sign-off.
Built so an advisor can audit any output.
Every suggestion is traceable back to the specific rule and source data that produced it. If the FCA asks why a recommendation was made, the audit trail is the answer.
The result
47
Qualified opportunities recovered
From a list of 2,000+ contacts that had been dormant for [CONFIRM: timeframe]. Each one verified against ICP and product fit before being passed to an advisor.
£20 to £50 / month
Infrastructure cost after handover
Not £200 to £300, which is the range most agencies quote when they're still using off-the-shelf SaaS for everything. Halal Options owns the system. They run it themselves.
[CONFIRM: number] of those 47 opportunities have progressed to active advisor conversations. [CONFIRM: number] are at the application stage. The 47 number is the ceiling of what the revival surfaced. The conversion to closed deals is a function of advisor capacity, not of the system. The system did its job — it found the people who were ready to talk again.
What it took
Two months of paid engagement at £1,500 per month. The CRM revival ran inside that window. The advisory portal is the longer-running deliverable, with a team walkthrough scheduled at the end of [CONFIRM: month/quarter].
Halal Options now owns the workflow definitions, the rules engine, the database, and the credentials. If they fire us tomorrow, the system keeps running. If they want us to keep tuning and expanding it, that conversation happens at handover.
Ongoing infrastructure cost sits at £20 to £50 per month — it's that low because the system runs on n8n self-hosted and a small set of paid APIs, not on a stack of SaaS subscriptions billed per seat.
— [CONFIRM: Nizam Patel, Halal Options]
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