The First and Only Financial AI Platform that Can Qualify and Book Leads
Qualifying leads and booking appointments is one of the most time-consuming and resource-dependent activities when processing new client leads. Research has shown that around 1/3 of potential new clients will take their business elsewhere if their inquiry isn’t answered right away. That’s why Financial AI has been developed to be your speedy end-to-end lead conversion tool to help save cost and treat your customers more efficiently.
Lead Generation
Communication
Assistance
Build Stronger Relationships from the Very First Interaction
When it comes to major life decisions, such as retirement and investment planning, people need confidence in the advice and support they receive from their financial advisors. By partnering with Financial AI and Amelia, you can enhance client experiences, and ensure customers that their decisions will be handled with care and professionalism from the first touch.
Results
Since implementing Financial AI technology in their practice, a leading financial services firm saw an increase in calls answered, appointments set, and overall production.
Calls Answered
BEFORE implementing Financial AI
AFTER implementing Financial AI
Appointments Set
BEFORE implementing Financial AI
AFTER implementing Financial AI
Overall Production
INCREASE IN OVERALL PRODUCTION
Amelia, the Most Human AI™, is the result of decades of research in discrete mathematics, cognitive neuroscience, autonomic systems and embedded, language models. We are dedicated to using this technology to streamline your practice, improve client experience, and maximize client base.