AI phone assistant for financial advisersYou advise.
It picks up.
Booked.
Answers while you're in a client meeting, asks what it's about, in person or by video, and books the slot.
Images & videos on this site: AI-generated.
An AI phone assistant for financial advisers answers calls while you're in a consultation: it asks what it's about, in person or by video, checks free slots live and books straight into your calendar. At terminio.ai it is part of Pro Voice, with a German phone number and 200 call minutes, no setup fee, set up in about ten minutes.
Four jobs.
One office.
Book
Get paid
Remind
Phone
A call mid-consultation? Sure.
Appointment booked? Check.
WhatsApp confirmation? Also check.
Your reception, even in the middle of a financial analysis
The assistant answers while you're in a 90-minute consultation, asks what it's about and whether in person or by video, checks free slots and writes the booking straight into your calendar. It doesn't advise; it books and takes messages. German phone number included.
At the desk.
At the client's.
On the wrist.
Web app at the desk, app on the phone, the next appointment on the watch. One account for the whole adviser team.
One call. And the meeting at the table goes on.
Booked online, booked by phone: one calendar.
Whoever comes through a referral books in the evening through your link: first consultation or financial analysis, in person or by video, pick a time, no account. Whoever would rather call gets the assistant. Both land in the same adviser calendar in the same minute.
Prices on the phone. A fee up front, if you want one.
If someone asks what the financial analysis costs, the assistant tells them, or says it depends on the work. You decide. The free first consultation stays without a price; payment up front you set per service, securely through Stripe.
Picks up while you're in the mortgage consultation.
In a 90-minute consultation or after hours, the assistant answers with your office's name and your greeting. It asks what it's about and when suits, books and takes messages. It doesn't advise: questions about contracts, products or investments reach you as a call-back.
Booked by phone, confirmed on WhatsApp.
An appointment the assistant books runs like every online booking: WhatsApp confirmation straight away, a reminder before the meeting with a note on statements, contracts and the video link, from your number, in your words. Whoever can't make it writes back.
It knows which adviser is free when.
The assistant looks at the whole office's calendar live: several advisers, their own hours, their own specialisms. A first consultation gets 45 minutes, a financial analysis 90, only where there is really room. If the caller wants the adviser they know, it books them.
Every call in the app. On the wrist too.
After every call you get a push message with summary, outcome and duration. Call-backs land in a list of their own. Web app at the desk, app on iPhone and Android, smartwatch on the wrist: you read up once the client has left.
What advisers
ask about the phone assistant.
You don't pick up, and after the ring the AI phone assistant takes over. It answers with your office's name and your greeting, asks what it's about, in person or by video, checks free slots and writes the appointment into your calendar. You read the summary once the client has left.
More for
your office.
The booking page, the reminders and the trades next door: same principle, different channel.
Full diaries.
Silent phone.
Start free, reachable in ten minutes.