An AI receptionist for financial advisers’ discovery calls
Help prospective clients understand your services and arrange an introductory call with the right adviser.
Read the guide- Hello, I’m the firm’s AI receptionist. What would you like to discuss with an adviser?
- I’m self-employed and want to plan for retirement.
- I can help arrange an introductory call. Which days work for you?
- Tuesday or Thursday after three.
Identify the reason for the meeting
A self-employed person planning retirement and a business owner asking about succession need different conversations. Ask for the topic in broad terms and record the client’s preferred contact time. Detailed financial circumstances belong in the adviser’s own process.
Explain how the firm works
Add the firm’s service areas, published fee structure and what happens in a discovery call. If a service has an eligibility condition, use the firm’s wording and leave individual assessments to a qualified adviser.
Send account matters to the client channel
Existing clients may ask about a transfer, a portfolio or a statement. Point them to their established contact or secure portal. The receptionist can help someone reach their adviser without asking for their balances or login details.
Common questions
Can it recommend a fund?
Product selection and suitability are decisions for the adviser. The receptionist can arrange the discussion.
What if the client wants a different office?
List each office’s hours, available languages and introductory booking link.