Financial Services, Accountancy, Corporate Finance, Insurance, Mortgage, Financial Advisors.

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162

CLIENTS

Scaled

13,828

BOOKED

Appointments

6

COUNTRIES

Served

£6.5M

CASH

Collected

Step 2 of 2: Schedule Your AI Growth Call

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Our Average Client Generates 50+ Qualified Leads In The First Month After Launch...

As a partner at a mid-sized CPA firm in New York, I’m naturally cautious when it comes to new client acquisition systems — especially those involving AI. But Genesis delivered exactly what was promised. Within weeks, we saw a clear uptick in high-quality appointments with businesses that matched our ideal profile.

Marketing costs dropped significantly, and revenue from new clients aligned with — and in some areas exceeded — projections. What stood out most was how easy the process was to integrate into our workflow. No fluff, just real results. Highly recommended.

Andrew Kaplan, CPA, Kaplan & Ross Advisory

We engaged Genesis with a healthy degree of scepticism, having tried various digital marketing efforts that never quite delivered. What we received was a system that not only simplified outreach but generated consistently high-quality conversations with potential clients.

We reduced marketing spend by over 60% and saw revenue increases in line with our expectations — all without distracting our team from their core client work. Matthew and his team exceeded expectations both in professionalism and delivery. It’s been a worthwhile investment.

Sarah Holloway, FCA, Holloway & Co Accountants

Like many firms, we’d been relying heavily on referrals and word-of-mouth, which was becoming increasingly unpredictable. After partnering with Genesis, we quickly saw a shift: qualified appointments in our diary, minimal internal effort, and a far more systematic growth approach.

Within six months, we added over $300k in new revenue and dropped our ad spend by more than half. The system does what it says — no gimmicks, no endless content creation — just smart, data-driven outreach. We’re continuing with Genesis into the next phase of our growth.

Mike Tanui, Partner, Tanui + West Chartered Accountants

What impressed us most with Genesis was how quickly it fit into our business. We didn’t need to rebuild anything or change platforms — it plugged straight into our calendar and started generating conversations with decision-makers in sectors we’d been targeting for months.

Revenue is up, cost per acquisition is down, and our advisers are spending more time closing than chasing. We’ve also adapted the system to support recruitment outreach as we scale up the team. It’s become a core part of our growth strategy.

Orla Duffy, Director, Duffy & Co. Insurance Solutions, Dublin

Genesis completely changed the way we approach client acquisition. We were spending far too much on inconsistent lead generation, and it was burning both time and budget. Within weeks of launch, we were seeing booked meetings with the exact business clients we wanted.

We’ve also built out automated workflows for onboarding, which has sped up the time from contact to policy activation. We’re growing faster, with less pressure on our internal teams — and that’s made a massive difference to how we scale.

Daniel Khoo, Principal Broker, Bluepeak Insurance Group, Sydney

As an independent insurance agency with multiple lines, we’d tried everything — ad agencies, cold outreach, lead brokers. Nothing delivered predictable results. Then we brought in Genesis. Within 60 days, we had a clean pipeline of qualified, high-intent prospects — without lifting a finger internally.

Marketing costs dropped by 40%, and our close rate went up thanks to how well-qualified the leads were. Best part? We didn’t have to babysit the system. It just worked. We’re already planning to roll this out.

Laura Jensen, Managing Partner, Midwest Assurance Group, Chicago