AI Assist on calls for Wealth Management. Approved answers on the associate's screen during calls.
AI Assist on calls shows your client service associate suggestions from your approved knowledge while the call runs: the documents a trust account needs, how to reach the custodian's transfer desk, the disclosure wording to read, the identity steps before a request. It never speaks to the client and suggests nothing about investments; the associate stays the voice.
TRY AI ASSIST FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Show associates our identity-verification steps whenever a caller asks about money movement.”
Lisa“Done: when a caller mentions money movement, the associate's screen shows your identity-verification steps first. Add the escalation to a licensed person?”
Any setting, in any module · applied only on your yes
How Wealth Management use it
An executor calls about a deceased client's account, and the associate's screen lists the documents your procedure requires.
A new associate on a rollover question sees the steps for requesting the paperwork, not a recommendation about the rollover itself.
When a client asks about fees, the screen shows the published schedule wording your compliance officer approved.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Live suggestions from your knowledge during a call, on your operator's screen
- Never speaks to the customer, your person stays the voice
Add it to AI Call Desk or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Assist on calls does, for every business ›
Works withAI Call DeskAI PhoneAI TicketsAI QuotingAI Booking
Questions & answers
AI Assist on calls for Wealth Management: questions & answers
What does AI Assist do on a client service call?
It shows suggestions from your approved procedures and wording on the associate's screen while the call runs. The client hears only the associate, and the AI never speaks.
Will AI Assist suggest investment advice to the associate?
No. It suggests only from the knowledge you load, such as procedures, forms and disclosure wording. Advice stays with licensed advisors.
Does AI Assist need the call desk?
Yes. It runs on top of AI Call Desk, so suggestions appear on the screen of the associate using the browser phone.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›
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Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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