Screening the call
The agent tells apart an existing client, a prospect or a cold sales pitch, and routes the call accordingly.
Financial Advisors
Your firm's phone reception, handled by AI
A financial advisory firm's phone line reaches clients, prospects and cold-calling sales pitches all the same. Answering every call directly eats into the time that should go to client meetings and portfolio analysis. Callifly's voice agent screens the call, qualifies the request and books an appointment when it's relevant.
A poorly qualified appointment, or a call that interrupts a client meeting, costs advisory time — the scarcest resource in the firm.
100 free credits · No commitment · Live in 5 minutes
24/7
calls screened and qualified
0
interruptions during a client meeting
5 min.
to set up your agent
How it works
What the agent handles for your firm
Qualifying the request
Before offering an appointment, the agent identifies the reason for the call: opening a file, a question on an existing investment, or following up on a prior meeting.
Booking the wealth management appointment
The agent offers a slot based on the advisor's calendar, confirms the appointment by phone and syncs it directly.
Protecting your advisory time
During a client meeting, no call interrupts the advisor: the agent takes over, notes the request and calls back if needed.
FAQ
Frequently asked questions
Can the agent screen out cold sales calls?
Yes, the agent identifies cold sales pitches and keeps them from interrupting the advisor during appointments.
How does the agent qualify an appointment request?
It asks a few questions about the reason for the request before offering a slot that fits the advisor's calendar.
How much does the agent cost for a financial advisory firm?
€25 a month, plus roughly €0.30 per call handled. Detail on the pricing page.
Live in 5 minutes
Protect your advisory time
Your phone reception agent is already waiting
5 min.
to get started
$0
to try it
24/7
from day one
100 free credits
No commitment
Live in 5 minutes