Stay with your client. Give the next caller a clear next step.
VeraDial gives financial advisers an AI receptionist and a business phone line. While you are in a review meeting, Vera can explain your published services, take a consultation request and record callback details. You review the conversation and handle the advice yourself.
Give callers a useful reception experience while reserving professional recommendations for the adviser. Evaluate the conversation using your practice information.
Live demo · Your business
Put Vera through a relevant call
Build a demo from your practice website. Review the imported facts and specify that advice questions need an adviser. The demo opens in a new tab so you can keep this test beside you.
Play the caller
I am looking for help planning retirement. Can I arrange an introductory conversation? Also, which fund should I buy?
Listen for
- Explains only services supplied by your practice
- Collects an introductory callback request
- Refers the investment question to an adviser
Use fictional caller details for the test. This is a suggested evaluation, not a customer case study or a pre-recorded result.
The next enquiry arrives during a review
Interrupting a client meeting to answer a prospect can leave both conversations unfinished. Give new callers a way to explain what they want to discuss and how to reach them.
A general enquiry becomes an advice question
A caller may start with office hours and move into a portfolio decision. Separate factual practice information from recommendations that require an adviser.
After-hours interest needs a callback
Someone researching retirement planning in the evening may want an introductory conversation. Vera can take that request without promising an adviser is available at a particular time.
Explain your practice
Supply your office hours, service descriptions and consultation process. Vera answers routine questions using that information.
Prepare the callback
Define a short intake: caller name, callback number and broad reason for contacting the practice. Use the summary to prepare a human follow-up.
Review what was said
Call transcripts and summaries let you inspect the enquiry. Review your own recordkeeping requirements separately; a transcript alone does not establish a compliance workflow.
Try it yourself
A conversation to test before you buy
Evaluate a fictional prospect conversation with your practice’s instructions.
Set the practice boundaries
Enter the services you actually offer and explain that personalised investment, tax and legal questions go to an adviser.
Try an introductory enquiry
Play a prospect interested in retirement planning who wants to arrange a first conversation. Ask what to do next.
Try a question that needs you
Ask which investment to buy. Check that the demonstration hands the question back to the practice rather than presenting a recommendation.
FAQ
Frequently asked questions
Will Vera give investment recommendations?
Use Vera for reception and factual practice information. Personalised investment recommendations belong with your adviser. Configure that boundary and test it with representative questions before using the line.
Can Vera arrange a client-review callback?
She can collect a request and callback details using your instructions. A request is not a confirmed calendar appointment. Decide who reviews and confirms it in your practice.
Does VeraDial replace our compliance archive?
No compliance-archive replacement is promised here. VeraDial provides call records; your practice must assess its retention, supervision and export requirements against the service before adopting it.
Can clients keep using our existing office number?
If your phone provider supports forwarding, route the chosen calls to your VeraDial number. Keep your existing client-facing number and verify the forwarding setup with your provider.
How do I compare the price?
Assess how many introductory and existing-client calls the practice expects. Review the current plan allowances and billing terms, then decide whether the service meets your operational requirements.
Your business, your greeting
Hear how Vera handles your next enquiry
Bring your practice information into the demo and evaluate the advice handoff with the retirement-planning scenario.
Hear Vera in action.
Play a short sample call, follow the transcript, and move into a personalized live demo when you're ready.