Use Case
AI Receptionist for Financial Advisors
Handle Client Enquiries & Book Consultations Professionally
Answer client and prospect calls professionally, capture financial planning requirements, and schedule consultations — so you can focus on advisory work, not phone management.
The Challenge
Why businesses need this
✕Client calls during meetings can't be answered
✕Prospects enquiring about services expect immediate response
✕After-hours calls from busy professionals go unanswered
✕Receptionist costs are high for independent advisors
✕Compliance-sensitive conversations need careful handling
What FrontivaAI Handles
AI Capabilities
Professional call answering with advisor-specific greeting
Service interest capture — tax, insurance, investments, estate
Consultation scheduling with calendar sync
Net worth range and urgency qualification
WhatsApp confirmations with meeting details
Existing client routing to the right advisor
Follow-up scheduling for interested prospects
Call recording and audit trail for compliance
How it Works
Simple. Scalable. Reliable.
01
Client Calls
AI answers with professional financial services greeting
02
Need Identified
Service type, urgency, and basic requirements captured
03
Consultation Booked
Meeting scheduled with the right advisor
04
Client Confirmed
WhatsApp/email with consultation details and preparation notes
100%
Client Calls Answered
Zero
Missed Prospect Calls
24/7
Professional Availability
FAQ
Frequently Asked Questions
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