Why advice practices lose the first call
People who ring a financial adviser are often trying to work out whether they are in the right place. A voicemail feels risky when the topic is money. Many callers hang up and try the next name on a search results page.
Advisers spend most of their week in meetings. That is good for clients and bad for the phone. The calls that arrive mid-meeting are often the ones that matter: a client running late, a question that cannot wait, a new referral who wants a time this week.
An AI receptionist answers those calls, books what can be booked and takes clear messages for everything else. It stays out of the advice itself.
First meetings, booked with the right adviser
A first meeting is usually the start of a relationship, so the booking should feel calm and organised. The AI offers times with the adviser who takes new clients, takes a name and contact details, and asks what sort of meeting the caller wants in general terms.
Personal finances belong in the meeting, so the scripts leave income, balances and super details for the adviser. The caller gets a confirmation by SMS, with any preparation note you approve.
Client reviews, booked without the back and forth
Existing clients often want a review booked, moved or confirmed. The AI finds the client, checks which adviser they see and offers times in that adviser's diary. Where direct booking is not available, it takes the preferred times and your team confirms them.
If a client wants to move a review, the AI rebooks it in the same call where it can. It never cancels a review without the caller choosing a new time or asking to.
Messages while advisers are in meetings
A good message is written down exactly as the caller said it, with the time it arrived and a number that works. The AI takes it word for word, reads it back and marks whether the caller has asked for a call back soon.
Messages go to the adviser or to a shared inbox you choose. Urgent messages are flagged so they are seen at the next break, not at the end of the day.
What it never talks about
The AI does not comment on investments, products, markets, returns or whether something is a good idea. It does not compare options, suggest a fund or react to news. If a caller asks, it says it can't comment and offers a meeting or takes a message.
Client admin and suspicious calls
Address changes, contact updates and document requests come in through the same line. The AI takes the request and passes it to your admin team, who verify it. It does not change records or confirm anything about an account.
Callers who believe they have been contacted by a scammer, or who are worried about a transfer, are flagged to the team as urgent with a summary. The AI does not advise them on what to do next. Your team does.
Financial details, kept off the phone
The AI collects only what a booking or a message needs: a name, a way to reach the caller and the reason for the call in general terms. The scripts ask only for what the call needs, and you approve that list on the discovery call. Every caller is told at the start that they are speaking with an AI assistant.
Summaries go to the people you name in setup. The privacy policy explains how the details we receive are handled.
What setup involves
Setup covers your advisers and which of them take new clients, the meeting types and their lengths, the rules for messages and urgent flags, and the admin requests you want passed on. We confirm the discovery call details, including what connects to your diary. Pricing is on the pricing section.