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.
Soon on the wrist.
Web app at the desk; apps for phone and watch are coming soon. 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. Payment at booking.
If someone asks for a price, the assistant tells them, if you allow it, or says it depends on the work. If a service has a price, customers booking online can pay it right away through Stripe; anyone who would rather pay on site books without payment.
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.
After every call the summary sits in the app: outcome, duration, call-back request. Callbacks land in their own list. The web app shows the same picture everywhere; apps for iPhone and Android and a smartwatch app are coming soon.
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.