Financial advice · Worked example

Annual review booking for a financial advice practice

Books every client's annual review, collects the pre-meeting questionnaire and never gives advice itself.

OutboundEmailVoice BookingHuman handoffSummariesIntegrations

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The problem

Annual reviews are a core part of the service, but booking them eats hours of back-and-forth. Clients slip past their review date without anyone noticing.

How it works

Reads upcoming review dates from the practice's CRM
Emails each client an invitation with a booking link, then calls if there's no reply
Sends the fact-find update form and reminds the client to complete it
Says plainly that it can't give financial advice and offers the adviser instead
Updates the client record with the booking and any changes the client mentions

What it connects to

CRM
Calendar
Email
Online forms

Sample conversation

AgentHi Graham, I'm calling from the advice practice. Your annual review is due next month. Would you like to book a time with your adviser?
ClientYes. While I've got you, should I be moving my KiwiSaver to a growth fund?
AgentThat's a great question for your adviser, and I'm not able to give advice. I'll note it so they come prepared to discuss it.
ClientFair enough. Mornings are best for me.
AgentWednesday the 8th at 10am is free. I'll book that and email you a short form to update beforehand.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

Booking. Books, moves and cancels appointments straight into your calendar or booking system.
Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
Summaries. Every conversation ends with a written summary, a transcript and the next step.
Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.