While advisers are in meetings, Clara takes the client call.
Clara is an AI receptionist for UK financial services, booking the review and taking the message without giving financial advice.
The calls that get missed
The calls that go unanswered, and what Clara does with each one.
Review meetings
A client wants their annual review and the adviser is already with someone.
Clara. Clara books a review into the diary slots you have opened.
Document chases
A client rings to ask which papers you still need, and nobody calls back the same day.
Clara. Clara confirms the document list you have approved, or takes a message for the adviser.
Anything that is advice
A client asks what to do with money and expects an answer from whoever picks up.
Clara. Clara does not advise. She books time with the adviser and notes the question in the client's words.
New enquiries
A prospective client tries once, then goes to another firm.
Clara. Clara takes the enquiry and books an introductory meeting if you offer one.
An example call
An example of how a call can run. Written for this page. Not a recording, and not a real customer.
Clara
Hello. How can I help?
Caller
I need to book my yearly review. I also wanted to ask whether I should move some savings.
Clara
I can book the review. I cannot discuss what you should do with savings. Thursday at 11:00 is free with your adviser.
Caller
Book Thursday. Please tell them I asked about the savings.
Clara
You are booked for Thursday at 11:00. I have noted the savings question for your adviser, in your words. I will email the confirmation.
Works with the tools you already use
Clara books into the diary and the systems your team already has.
- Google Calendar
- Outlook
- Calendly
- Salesforce
Questions
Can Clara give financial advice?
No. She books meetings and passes questions on. Advice stays with your advisers.
Will she talk about balances or account details?
No. She does not read out account information.
Can she book a client review?
Yes, into the meeting slots you make available, with a confirmation to the client.
Monthly pricing, based on usage
Plans are billed on voice resolutions per month.
A voice resolution is a call Clara handles from start to finish. You only pay when Clara resolves the call.
Book the review. Leave the advice to the adviser.
Book a demo and we will agree what Clara may say, and how meetings are booked.