What the agent handles
- Books discovery and review meetings
- Collects goals and timelines
- Routes withdrawal requests to advisors
- Declines to give investment advice
- Sends meeting confirmations
Legal, finance and professional
AI voice agent for Financial planners
Books discovery meetings and annual reviews, gathers a few basics ahead of time, and routes existing clients to their advisor's team without making them repeat themselves.
CallerWe're thinking about retiring in a few years and have no idea if we're on track.
CallerI need to take some money out of my account. Who do I talk to?
CallerIs it too late to put money in my RRSP for this year?
Where calls go
Client serviceAdvisorsOperationsCompliance
Warm transfer: When a client calls wanting to move money or place a trade, the agent warm-transfers to the advisor's assistant rather than taking instructions itself.
What it books
Discovery meetings and portfolio reviews