Discovery-call scheduling, prospect qualification by life event, existing-client routing, meeting prep — handled the way a senior client-service coordinator would. Without ever asking the caller to read out an account number.
The day your practice signs up, the AI already knows how a financial advisory office runs. It knows the difference between a prospect call ("my brother said you're the person to talk to about my 401(k) rollover") and an existing-client call ("I need to move money before Friday"), and it knows which one belongs in the discovery-call funnel and which one belongs in front of your service team. It knows the questions that mean a real life event — inheritance, retirement, business sale, divorce, RMD age — and the ones that mean a vendor.
It qualifies prospects the way a senior client-service coordinator does — general life event, rough investable assets range if the caller volunteers it, current advisor situation, urgency — without asking for sensitive personal information. It schedules the discovery call against your real calendar, sends a confirmation, and reads back your engagement model so the caller arrives expecting it. It does not give financial advice and it never characterizes a market or a product.
You stay in control of the specifics — your minimums, your service tiers, your discovery-call length and format (in-person, Zoom, phone), your engagement model, your fee structure (AUM, flat, hourly, project), your hours, and what you do and don't take. Your AI fills in what it already knows about how advisory practices typically operate, you confirm, and it goes live.
Here is how four common ways to never miss a call compare. See the full comparison →
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No. The AI does not recommend products, characterize a market, comment on a security, or interpret a tax situation. It qualifies the inquiry, schedules the discovery call, and routes existing-client requests — your licensed advisor does the rest.
No. The AI does not collect SSNs, account numbers, full balances, or any other sensitive financial data. It captures the general nature of the inquiry — life event, rough timeline, what the caller wants to discuss — and routes to your team. Anything sensitive happens with your licensed advisor on a secure channel.
No, and it should not. It flags the request as urgent, captures the callback, and routes immediately to your service team. Money movement and trades have to happen with the right authentication and the right paper trail — not on a receptionist's line.
It reads back your engagement model and minimums and asks the caller whether that fits — without ever demanding a balance figure. If the caller volunteers they're under, it captures the inquiry, routes per your fallback (referral list, robo recommendation, hourly-only offer), and texts you so you can decide.
Yes — it flags referral-source calls and prioritizes them in your queue. It captures who referred and the rough reason, so when you call back you walk in with the context.
Connectors to the platforms advisory practices most often use are rolling out. While they roll out, every call lands in your portal and as a text so your front office can place it in your CRM in seconds with the right life-event tag.
Yes. You edit your minimums, your service tiers and fees, your planner roster and life-event specialties, your discovery-call format, your cancellation policy, and the way it greets callers — from your portal. Changes go live without re-training anything.