AI Auto-Call for Wealth Management. Review scheduling calls placed in your firm's name.
AI Auto-Call places routine outbound calls for the firm: inviting a client to schedule the annual review with two dates to choose from, confirming tomorrow's meeting, announcing that the quarterly statement is in the portal, calling back a client who hung up on a busy morning. Calling-hours and consent rules apply; when nobody answers it retries, then e-mails.
TRY AI AUTO-CALL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Call households due for a review between 10 AM and 5 PM, weekdays only.”
Lisa“Done: review invitations are called weekdays between 10 AM and 5 PM, with a retry the next day and an e-mail afterward.”
Any setting, in any module · applied only on your yes
How Wealth Management use it
Margaret is called to schedule her annual review, picks the 17th, and the meeting lands in her advisor's calendar.
Clients with reviews tomorrow get a confirmation call, and anyone who needs to move it is flagged for the associate.
A client who hung up during the market-drop rush is called back and offered a slot with his advisor that afternoon.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Outbound calls by the AI: appointment reminders, notices, confirmations, callbacks
- Consent and calling-hours rules; retries and an e-mail fallback when nobody answers
- Every outcome recorded on the register and on the customer's record; a person alerted when needed
Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Auto-Call does, for every business ›
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Questions & answers
AI Auto-Call for Wealth Management: questions & answers
Can an AI call clients to schedule annual reviews?
Yes. AI Auto-Call phones each household due for a review, offers dates from the advisor's calendar and records the outcome. It respects your calling hours and consent rules, retries, and falls back to an e-mail.
What if a client asks about their portfolio during the call?
The AI gives no answer about investments or accounts. It records the question and alerts the advisor, or offers a review slot so the client can ask a licensed person.
Can the AI announce that quarterly statements are available?
Yes. A short notice call tells the client the quarterly statement is in your secure portal, in your approved wording, and the outcome is recorded on the household record.
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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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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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