How financial advisors use GreetWise
When you’re in a client meeting, nobody is free to answer, and a referral who reaches voicemail may not call again. GreetWise answers for financial advisors, wealth managers, planners, mortgage brokers, and loan officers with the prompt, professional tone clients expect.
New prospects can book an introductory meeting on your calendar. Existing clients who ask for their advisor are transferred by your rules, and anything else becomes a message with the topic and a callback number. Your fee structure, office location, and parking come from your FAQs.
The calls your practice gets, handled.
Referral
“A friend referred me. I’d like to talk about retirement planning.”
BookedProAn introductory meeting on your calendar.
Existing client
“I need to speak with my advisor about a withdrawal.”
TransferredProTo their advisor, by your rules, once the caller says yes.
Fees
“How do you charge for your services?”
AnsweredFrom the fee structure you added as an FAQ.
Office
“Where’s your office, and is there parking?”
AnsweredFrom your FAQs.
Statements
“Where can I log in to see my statements?”
Link textedProYour client portal, texted while they’re on the phone.
Callback
“Can someone call me back about rolling over my 401(k)?”
Message takenWith their name, number, and the topic, for your team.
See what it does with your own calls. Every feature is included in the trial.
Start free trialA receptionist that fits your brand
Choose a polished, professional tone and a calm voice, and write the greeting clients hear.
Personalize Your Agent
Choose a name and personality that fits your business.
Phone Greeting
FAQs
Knowledge Base
Service price sheet.pdf
PDF · 184 KB · Ready
Clients reach the right advisor
Set transfer rules so existing clients reach their advisor, and new inquiries book an introductory meeting.
Transfer calls
Let your agent transfer callers to the right person or department.
Enable or disable transfer calls
