Ultra-Realistic Voice Agents: Custom-tuned AI that sounds natural, professional, and firm-specific.
Unlimited After-Hours Calls: Full coverage during evenings, weekends, and holidays — no missed opportunities.
Lead Intake & Scheduling: Qualify leads with custom questions and instantly book meetings on the right calendar.
Custom Call Routing Logic: Route important calls to voicemail, text alerts, or emergency escalation as needed.
Firm-Specific Knowledge Base: AI trained on your services, team, location, and FAQs.
Seamless CRM Integration: Push call notes and lead data to Wealthbox, Redtail, HubSpot, and more.
Compliance Guardrails: Built to align with SEC/FINRA regulations, with optional call recording and archiving.
No Cookie-Cutter Scripts: Conversations flow naturally — tailored to your firm, not generic templates.
Smart Voicemail Handling: Optional custom voicemail capture for calls that need a human callback during business hours.
White-Glove Updates & Tuning: Ongoing after-hours workflow updates, knowledge base tuning, and optimization included.
