Industry solution
AI receptionist workflows for financial advisors
Capture investor enquiries, schedule advisor meetings and route sensitive requests to authorised staff.
Common missed-call scenarios
- - A prospective investor calls after hours
- - An existing client asks for a callback
- - A caller needs a document checklist from approved content
Recommended call flow
- 1. Disclose AI and identify the caller
- 2. Capture enquiry type and urgency
- 3. Ask approved qualification questions
- 4. Offer available meeting windows when configured
- 5. Notify authorised staff
Approved tasks the AI can perform
- - Collect contact and meeting preferences
- - Explain approved service categories
- - Schedule advisor conversations
- - Route service or transaction requests
Tasks that require a human
- - Personalised investment advice
- - Return guarantees
- - Unauthorised transaction instructions
- - Credential or account-sensitive conversations
Appointment and lead workflow
Capture investor enquiries
Schedule advisor meetings
Record service requirements
Route sensitive or urgent requests
Example transcript
Demo data
Caller
I would like to ask about an investment consultation and speak with someone this week.
SimplyVoxa
Certainly. I can collect a few details and help arrange the right next step.
Caller
Tuesday afternoon would be helpful if there is availability.
SimplyVoxa
Thank you. I will record that preference and prepare the appointment request for the team.
Integrations
- - Calendars
- - CRM
- - Email notifications
- - Secure escalation
Safety and compliance note
The agent must not provide personalised investment advice, return guarantees or transaction instructions.
FAQ
Loading form...