AI Agent Profile
Objectives Handled
32,124
Successful qualification interactions
Successful qualification interactions
Key Objectives
28% increase in client lifetime value through thorough needs assessment and automated follow-up workflows
Successful qualification interactions
Watch a demonstration of the agent's capabilities
Financial Planning Standards, Tax Legislation, Investment Products, Insurance Solutions, Estate Planning Options
Pre-qualify leads based on ECO4 eligibility
Assess property type, household income, and benefits status to determine scheme eligibility
Collect property information for qualification
Gather data on property age, insulation, heating system, and energy efficiency ratings
Explain ECO4 scheme benefits and processes
Clearly communicate available improvements, funding options, and next steps to prospects
Schedule callback appointments with advisors
Book qualified leads into available time slots for energy efficiency consultations
Financial Planning Standards, Tax Legislation, Investment Products, Insurance Solutions, Estate Planning Options
Sophisticated, well-spoken financial expert from Oxford who builds long-term client relationships
Comprehensive financial planning assistant for wealth management firms and advisors with holistic approach to client finances.
Natural Conversation
Engages prospects with human-like dialogue
Appointment Setting
Books qualified callbacks with advisors
ECO4 Knowledge
Deep understanding of scheme requirements
Personalization
Adapts to each prospect's situation