01 — Voice AI
Secure AI Banker
A compliant voice agent that verifies identity, answers routine queries, and books appointments 24/7.
- Identity Verification
- Secure Conversations
- Compliance Logging
- 24/7 Support
AI-Powered Voice Automation
Secure, Compliant, 24/7 Financial Client Supportfor Wealth Management
Wealth Management
Build trust with AI that handles client inquiries, schedules appointments, and provides market updates—securely and compliantly.
- Anthropic Partner
- 24/7 Coverage
- 60-Day ROI Guarantee
The Stakes
The cost of missed calls
Every unanswered call is a buyer who dialed your competitor next. This is where traditional phone handling breaks down.
After-Hours Anxiety
Clients worry about money 24/7. Unanswered calls during market volatility damage trust.
Compliance Risks
Human error in communication can lead to regulatory fines. Consistent, compliant scripts are essential.
Scheduling Friction
Back-and-forth emails to book annual reviews waste advisor time better spent on strategy.
Missed Opportunities
Inbound leads for loans or insurance policies go cold if not qualified instantly.
The System
One integrated solution
Voice AI on the front line, AI infrastructure behind it — deployed as a single system, not a stack of tools.
02 — AI Infrastructure
Client Growth Engine
Automates client outreach for reviews, document collection, and market updates.
- Automated Scheduling
- Document Reminders
- CRM Sync
- Sentiment Analysis
Capabilities
Built for performance
Engineered for high call volumes, complex queries, and the systems you already run.
01
Secure Verification
Authenticates callers using multi-factor protocols before discussing sensitive info.
02
Appointment Booking
Syncs with advisor calendars to book meetings without administrative drag.
03
Market Updates
Provides approved market summaries and firm viewpoints to reassurance clients.
04
Fraud Detection
Flags suspicious call patterns and verifies intent to protect client assets.
05
Lead Qualification
Screens loan and insurance inquiries to route high-value prospects to advisors.
06
Compliance Recording
Records and transcribes every interaction for audit trails and regulatory adherence.
Client Proof
Real clients. Real systems.
Production work for named clients — built, shipped, and running today.
OM Financial
Production voice-AI receptionist for a Canadian insurance MGA — live on two office phone lines with warm transfers and full structured call analytics.
- 29
- Languages Spoken
- 12
- Staff Routed
- 8
- Data Points / Call
Palms Car Wash
Flagship foundation-phase architecture engagement: a unified LLM-readable data layer for a 5-location business, with financial reporting extraction and cross-checking from raw exports.
- 5
- Locations Unified
- 13
- POS Vendors Scored
Selected engagements, 2025–2026.
Engagement
From signed contract to first call handled
A focused deployment, run by the team that builds the system — not a hand-off chain.
Phase 1
Security Audit
We review your compliance requirements and security protocols.
Phase 2
Script Approval
Your compliance team approves every word the AI is trained to say.
Phase 3
Secure Integration
We connect to your CRM and calendar using bank-grade encryption.
Phase 4
Go Live
Launch 24/7 support that builds trust and protects your license.
Next Step
Bank on Better Service
Provide the 24/7 support your clients expect without the overhead. Secure. Compliant. Always on.
Backed by our 60-day ROI guarantee