Trillet AI receptionist for financial advisors
Turn missed calls into booked consultations
When you are in a client meeting or focused on planning work, your AI receptionist answers the call, screens each prospect for fit, captures their goals and financial situation, and books the consultation. You get qualified consultations, not callback lists.
From $49/mo. Keep your number. 28-day money-back guarantee.
The real cost of a missed call
A high-net-worth prospect shopping for an advisor will not leave a voicemail and wait for a callback. They dial the next advisor who answers live. By the time you finish your client meeting and check your messages, the consultation is already booked with whoever picked up first.
Every missed call is a client who books with someone else.
What you get from day one
24/7
calls answered, even while you are with a client
1.4M+
calls handled across real businesses
< 5 min
to set up, keeping your existing number
Every kind of call, handled
01
Screen every new prospect for fit
Not every caller is a fit for your practice. Trillet screens each new prospect the moment they ring for the service they need, retirement, investment, estate or tax planning, and confirms it aligns with what you offer before it ever reaches your calendar.
Transcript
Voice · New prospectCaller
I am looking for someone to help me plan for retirement. Is that something you handle?
AI agent
It is. We do retirement and investment planning. Can I ask a few quick questions to make sure we are the right fit before I set up a consultation?
New prospect screenedRetirement planning · good fit
02
Answered while you are with a client
The best prospects call while you are already in a meeting. Instead of hitting voicemail and dialing the next advisor, they are answered, screened and booked, so a liquidity event or a warm referral never slips away while you are focused on the client in front of you.
Transcript
Voice · 2:40 PMAI agent
Thanks for calling Northbridge Wealth. Your advisor is with a client right now, but I can help you get booked in. Are you looking for financial planning?
Caller
Yes, I just sold my business and I need advice on what to do with the proceeds.
Answered while you were in sessionLiquidity event · flagged priority
03
Capture goals, timeline and assets
Trillet asks your intake questions on every call: what is prompting the inquiry, their goals and timeline, the general range of investable assets, and whether they already work with an advisor. You walk into each consultation with full context, not a name and a number.
Transcript
VoiceAI agent
To point you to the right advisor, roughly what range of investable assets are we talking about, and are you working with anyone today?
Caller
Somewhere around ••• in savings, and no, I do not have an advisor right now.
Goals and assets capturedApprox. $•••K · no current advisor
04
Book the consultation into your calendar
When a qualified prospect is ready, Trillet texts your scheduling link and drops the consultation into your calendar with the goals, financial situation and transcript attached. No phone tag, no double entry.
Transcript
Voice · SMSCaller
Sounds good. How do I get some time on the calendar?
AI agent
I have just texted you a link. Thursday at 10 is open. Grab it and your consultation is set with all your details attached.
Consultation bookedThu 10:00 AM · calendar synced
05
Politely decline the calls that are not a fit
Some calls are outside your services or below your minimums. Trillet declines them politely and professionally, then emails you the summary so you still know who called and why.
Transcript
VoiceCaller
Do you handle tax filing and bookkeeping for my business?
AI agent
We focus on personal financial planning, so that is outside what we take on. I will pass your details along so nothing gets lost.
Out-of-scope call loggedSummary emailed to advisor
Results advisors can count on
24/7
every call answered, even during client meetings
Every call
screened for service fit before it reaches you
End-to-end
from the first ring to a booked consultation
Zero
prospects sent to voicemail
- Error rate
- <1%
- Call escalations reduced to
- <15%
Integrations
Books straight into your calendar
Trillet books into the calendar you already run, texts the caller a confirmation, and sends every call summary to your inbox. No new systems to learn. No double entry.
During the call
Appointment booked into your calendar
Confirmation texted to the caller
Job details and urgency captured on the call
Call summary emailed the moment they hang up
Connects to your calendar
Outlook works through Cal.com.
Answers every call, day or night, with no downtime.
Keep your existing business number. Callers never know the difference.
Every call recorded, transcribed and summarised for your records.
Australian data residency, with call recordings, transcripts and backups stored in Australia and in-country LLM hosting available.
No lock-in. Cancel anytime, backed by a 28-day money-back guarantee.
Frequently asked questions
It is a voice AI that answers your phone 24/7, screens each caller for the service they need and whether they are a fit for your practice, captures their goals and financial situation, and books the consultation or texts your booking link. Instead of sending prospects to voicemail, every enquiry is captured with full context, even while you are with a client.
Yes. Screening is the first thing it does on every call. Trillet confirms the prospect needs a service you offer, such as retirement, investment, estate or tax planning, and asks about their goals and general range of investable assets in a professional, respectful way. Prospects who are not a fit are declined politely and logged, so you only spend time on consultations worth having.
That is exactly when Trillet is most valuable. The call is answered without interrupting your meeting, the prospect is screened and qualified, and they get your booking link, all before your meeting ends. You see the consultation in your calendar when you are ready, so a high-value enquiry never slips to the next advisor.
When a prospect is qualified and ready, Trillet texts your booking link during the call and drops the consultation into your calendar with the goals, financial situation and transcript attached. You get a summary the moment they hang up, so there is no phone tag.
Trillet starts at $49 a month with a 28-day money-back guarantee. A single new client can be worth far more than that over the life of the relationship, so one recovered consultation can cover it many times over.
Ready to stop losing high-value clients to missed calls?
Set up in under 5 minutes. Keep your number. Cancel anytime.
28-day money-back guarantee, no questions asked.