AI Phone Call Assistants for Advisors & Planners

Lindsay Neilsen17 Dec, 2025Technology

AI phone call assistants for advisors and planners enhance client communication by automating scheduling, follow-ups, and reminders while providing real-time transcription and insights. They handle routine calls, capture key details, and integrate with calendars and CRM systems. By reducing administrative tasks, these AI tools help professionals focus on personalized advice, improve responsiveness, and strengthen client relationships.