AI voice agents and chatbots for financial advisers
Financial advisers need clients prepared before meetings and can't have anyone else giving advice. AI books reviews, gathers basic information and explains your process, nothing more.
On the phone
- Books initial and annual review meetings
- Explains your services and fee structure
- Collects basic contact and goal information
- Routes existing client calls to their adviser
In chat and messages
- Sends a pre-meeting questionnaire
- Answers questions about the process and fees
- Shares your published guides
- Reminds clients about annual reviews
What it sounds like
An example of how your AI chatbot would handle a message, using your own prices, times and rules.
Questions it answers for you
- “Do you help with pensions?”
- “How much do you charge?”
- “Can I book a review?”
- “What should I bring?”
- “Are you regulated?”
Website chatCustomer: I want to talk to someone about my pension.
AI chatbot: Of course. Our advisers offer a free first meeting. Is this about a work pension, a personal pension, or both?
Customer: Both.
AI chatbot: Thanks. I've booked you in for Tuesday at 4pm and sent a short form so the adviser can prepare.
When a person is needed
Recommendations and financial advice are only given by a qualified adviser.
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Hear it before you decide
Ring Jessica, our AI receptionist, or chat with our AI assistant. Ask them anything about your business.