Your AI receptionist for financial advisors is still answering at 7:42 PM.

Yes. With secure authentication, the agent verifies caller identity and provides account balances, recent transactions, and statement information.

CallSphere maintains PCI DSS controls and is aligned with GDPR. All interactions are encrypted and logged to support your audit trails. You remain responsible for your own regulatory obligations; contact us for current attestations.

The agent collects preliminary information for loan applications, explains product options, and schedules appointments with loan officers for qualified leads.

Suspicious activity alerts are immediately escalated to your fraud team with caller verification details and transaction information.

For high-value clients, the AI provides personalized service, schedules advisor meetings, and handles routine requests while ensuring VIP treatment.

No. The agent has no credentials for your custodian and no read access to accounts, by design. If a client asks for a balance, a position or performance, it says it cannot see accounts, points to your client portal, and either books time with the advisor or files a callback task. That limit is deliberate: an assistant that cannot read an account also cannot be talked into reading one out to the wrong person.

It declines and routes. The agent has no product list, no models and no performance data, so it has nothing to recommend from. In practice it says some version of "that's a question for Dave, and I can get you twenty minutes with him tomorrow," then books it. Every one of those moments is in the transcript, so your CCO can check how the line is held rather than take our word for it.

The agent discloses recording in its first sentence, in wording you approve, on every call regardless of state. If you would rather not record a particular number, turn recording off for that line and you still get the transcript and the note. Recordings, transcripts and metadata are retained for the period you set and export in bulk to your own archive.

Only what you have already published. If your fee schedule is on your website and in your Form ADV Part 2A, you can authorize the agent to read that exact language and nothing past it. If you would rather fees were a conversation with an advisor, it says the schedule is in the brochure and books the call. It never estimates, negotiates or applies a schedule to a caller's situation.

Your rule runs, not the agent's judgment. Typically: page the advisor on call, read your standing instruction verbatim, capture what was shared and when, copy the CCO, and hold a slot the next morning. The agent does not decide that it is fraud, does not place a hold on anything, and does not advise the client on their accounts. It gets a person on the phone fast and writes down everything that person will need.

It writes in. Where your CRM and calendar have an API or accept a webhook, the meeting, the note, the new contact, the task and the recording link land on the household record directly. Where a system is closed, it books on the shared calendar you already publish and sends the ops inbox a structured summary of every contact. The one thing it never does is sign into your custodian.

Volume is the wrong measure at your size, because the cost sits in a handful of calls a year. A referred prospect who reaches voicemail on a Tuesday evening usually calls someone else, and a canceled review nobody reads until morning is an hour you cannot sell twice. Run the seven-day pilot on the after-hours line and count what comes in. If the answer is nothing, you learned that for $50.