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AI receptionist for financial advisors
You are in a planning meeting with a client and cannot take your attention off their portfolio to grab the phone. Cadrey answers every call with a professional, natural voice named Maya or Cole, books consultations on your calendar, and texts you the details.
A prospective client with a rollover to move calls to set up a meeting, but you are deep in a review with someone else. That call goes to voicemail. A serious prospect will often move on to the next advisor rather than wait, and you never learn what you missed.
Cadrey answers that prospect, books a consultation onto your calendar, and texts you the caller and the reason. You stay fully present with the client in your office, and every serious inquiry is captured and ready for you to follow up.
Yes. Cadrey offers the caller your available times and books the consultation on your calendar during the call. You get a text with the caller name and reason, so you can prepare and follow up while the prospect is still engaged.
Yes. Cadrey uses a calm, professional voice named Maya or Cole and keeps every call clear and courteous. It books the meeting and texts you the details. A prospect reaching a polished answer is far better than reaching voicemail during business hours.
Yes. You keep the number clients already have and see on your website and listings. You simply forward your existing line to Cadrey, and calls flow in automatically. Nothing on your business cards or directories needs to change, so clients reach you exactly as before.
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