Capture enquiries, explain services, book consultations, and route warm prospects to the right advisor — with compliance-ready scripts and full CRM sync.
Enquiries sit in queues before reaching the right advisor. Warm leads cool off before anyone calls back.
Scripts must stay compliant. Manual calls drift from approved language, creating audit risk.
Call outcomes live in notes, not your CRM. Advisors show up to calls without context.
Inbound or outbound — the AI agent captures the enquiry and explains the service clearly and compliantly.
Asks the right questions to gauge need, urgency, and fit — without overstepping compliance boundaries.
Warm prospects routed to the right advisor with full context attached — no cold handoffs.
Consultation slot confirmed on the call itself, synced to the advisor's calendar and the CRM.
Transcript, summary, and outcome pushed to your CRM. Advisors walk in prepared. Audits stay clean.
“Warm prospects routed to the right advisor with full context. Consultations booked directly on the call, synced to our CRM.”