AI front desk for advisors
The lead you missed called someone else.
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MW
Meridian Wealth
Replies instantly
Thanks for reaching out to Meridian Wealth. What brought you here today?
You wake up to this
One email per conversation.
TO: DAVID@MERIDIANWEALTH.COM
New qualified lead — Marcus Webb
WHY NOW
Sold his company in August. Proceeds sitting in cash.
ASSETS
Over $1M investable
CURRENT ADVISOR
401(k) only, no full relationship
TIMELINE
Wants to move within 30 days
CONTACT
m.webb@example.com · (415) 555-0142
Read the full transcriptHeld 21:14, Tuesday
01 / SPEED
Answers in seconds
Not after your next meeting. Before they open someone else's site.
02 / FILTER
Only qualified calls
It asks what you'd ask. Below your minimum, you still get the contact.
03 / CONTEXT
Trained on your firm
Your minimums, fees, process. It doesn't guess — it hands over.
Three steps
01
Send your material
ADV, FAQ, onboarding docs. That's the training set.
02
Add one line of code
One script tag. Four minutes, or we do it for you.
03
Read the reports
A briefed lead after every conversation.
Built for your compliance officer
No financial advice
Markets, products, tax — all routed to you.
Every chat archived
Full transcripts, retained and exportable.
No testimonials or performance claims
Your approved material only. It doesn't improvise.
You approve the source
Change the material, and what it says changes.