# AI phone assistant for financial advisers Source: https://terminio.ai/en/branchen/financial-advisers/ai-phone-assistant AI phone assistant for financial advisers: answers while you're in a consultation, asks in person or by video and books. German number and 200 minutes included. Answers while you're in a client meeting, asks what it's about, in person or by video, and books the slot. 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. ## 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. ## Common questions **What happens if the phone rings while I'm in the middle of a financial analysis?** 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. **Does the assistant give information on contracts or investments over the phone?** No. The AI phone assistant for financial advisers books appointments, answers questions about opening hours and the address, and takes messages. Questions about contracts, products or portfolios are passed on to you as a call-back. It gives no financial or insurance advice; that stays with you. **How does it know whether a client wants to come in person or by video?** It knows your services with duration, price and location, exactly as you set them up: first consultation, financial analysis, mortgage consultation, pension check. It asks, only offers times that are really free, and the confirmation says whether it's in person at your office or by video. **Do I need a new phone number for the AI phone assistant?** No. You get a German phone number from terminio, and your existing one stays on your website, your business card and Google. You only set a call forward, for example for when you don't pick up. In the Pro Voice plan the number is included, with 200 call minutes a month. **How does the assistant handle my clients' data?** It asks for a name, a phone number and a preferred time, not for portfolio balances or contract details. The summary holds the outcome and the duration. All data sits on servers in the EU, transferred encrypted, with a data processing agreement. What you haven't stored, the assistant doesn't say. **Does it pick up in the evening, when clients call after work?** Yes. The AI phone assistant for financial advisers has no opening hours. You decide when it takes over: always, only when you don't pick up, or only outside your hours. Then it knows the office is closed, doesn't refer callers to you and still books the video appointment on Thursday at 6 pm. **What does an AI phone assistant cost?** On the market, between roughly 30 € and several hundred euros a month, depending on whether billing is per minute, per call or a flat rate, and whether the phone number costs extra. At terminio.ai the AI phone assistant for financial advisers is included in Pro Voice: 129.99 € a month, German number and 200 call minutes included, every further minute 0.25 €. No setup fee, cancel monthly. **Is there a free AI phone assistant?** A permanently free one hardly exists, because the phone number and the call minutes cost the provider money. What does exist is a free start: at terminio.ai you begin on Free without payment details, with a booking page, a calendar and the app. The AI phone assistant for financial advisers comes with Pro Voice, with no setup fee and no minimum term, cancel monthly. **What can an AI phone assistant do?** It answers while you're in a consultation, greets callers with the name of your business and deals with the request: it asks what it's about, in person or by video, checks free slots in your calendar, books, moves and cancels. It knows how long a first consultation takes and only offers gaps that fit. Anything it shouldn't handle it forwards to you or takes down as a callback with name, number and reason. After every call there is a summary in the app. --- terminio.ai is online appointment booking for small businesses with WhatsApp reminders and an AI phone assistant, from €0 a month, hosted in the EU. Provider: terminio.ai UG (haftungsbeschränkt), Großschönau, Saxony, Germany.