AI Receptionist for financial advisors

Calls come in and there isn’t always someone available to take the call, especially for finance professionals. The AI Receptionist from Smith.ai can screen calls with intelligent lead qualification, book appointments directly on your calendar, take payments securely, and escalate complex inquiries to human support when needed.

The AI Receptionist from Smith.ai greets every caller professionally and captures essential financial information through structured intake questions. By collecting key information upfront — such as financial services needed, current financial situation and goals, timeline requirements, and risk tolerance preferences — the system helps identify and prioritize qualified prospects based on your advisory specialties and client capacity. Our human agents seamlessly step in when callers request to speak with someone directly or have complex inquiries that require detailed information collection and routing to the appropriate financial advisor or client services coordinator.

Make better business decisions with real-time call data from our AI receptionist, visualized in every client dashboard. Every call summary is enriched with AI-generated metadata including actions completed, caller disposition, priority, relevance, call recording and transcription, and more. See the big picture with historical tables and charts to predict business growth, costs, and ROI with superior accuracy through AI-enhanced analytics.