Overview
Live performance of Sterling Ridge Wealth Advisors's AI voice & chat agents
Demo data — resets nightlyTotal Calls
voice + chat conversations
Consultations booked
confirmed by the AI agent
Handled by AI
handled start to finish, no staff needed
Turned Into Bookings
of finished calls that led to a booking
Avg Call Length
time per completed call
After-Hours Captured
≈ $12.3k captured
Satisfaction
how happy each client was after the call
Answer Speed
how fast calls are picked up
AI Highlights
Peak demand: Fri 12 PM–2 PM
About 12 calls a week land in this window — the AI answers all of them concurrently, so nothing queues.
"401(k) rollover" leads demand
2 calls (40% of volume) this period, and 40% of qualified callers were booked automatically.
After-hours revenue captured
5 calls answered outside business hours worth $12.3k — demand a voicemail would have lost.
Qualified consults
1
assets-verified, advisor-ready
AUM pipeline
$5M
prospective assets under management
Compliance-safe calls
99.4%
zero unsupervised advice given
Call volume by hour
When conversations arrive across the day
Live now
Open console3
In queue
13s
Avg wait
92.7%
Answered fast
Hannah Hall— Naperville, IL
3m 24sAdvisor consultation
Hannah Chen— Naperville, IL
5m 23sAdvisor consultation
2 AI agents available · 4.1% sent to a human
Daily volume
Calls handled and bookings captured per day
Agent workload
Share of conversations per AI agent
Sterling Client Desk AI
AI Client Associate
Sterling Web Advisor Chat
AI Chat Assistant
Call outcomes
How every conversation in this period ended
- Booked240%
- Info provided120%
- Quoted240%