Sales
0votes

AdvisorAssist Live

AdvisorAssist Live is a talking AI agent for financial services teams that need stronger live conversations with prospects and existing clients. The agent listens for hesitation around fees, timing, product fit, or risk comfort and responds with grounded context pulled from your systems. It works especially well as a real-time AI agent for wealth management teams with consultative sales cycles.

FINANCIAL SERVICESSALESADVISORLIVE SUPPORT

What this agent does

  • Answer fee and fit questions
  • Surface prior meeting notes
  • Support objection handling
  • Track client concerns
  • Create recap drafts

Connected data sources

HubSpotSalesforceGoogle Drive

Best for

  • Wealth discovery meetings
  • Annual client reviews
  • Retirement planning calls
  • Prospect conversion conversations

Deploy this agent

Launch the AdvisorAssist Live in your Google Meet calls in minutes. No engineering required.

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