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Wealth Management

SI Receptionist for Wealth Management

An SI member answers every call and text, books appointments and logs every conversation — around the clock, on the phone numbers you already have. Deliver high-touch client service with a complete history.

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SI Receptionist

  • Answers calls 24/7, including after hours and weekends
  • Books and confirms appointments by text
  • Logs every conversation on the customer record
  • Hands off to a person whenever needed

Common challenges

  • Speed-to-lead decides who wins the client
  • Sensitive documents need careful handling
  • Compliance needs a complete communication history
  1. 1

    Connect your existing VoIP provider or use KamoUniverse Voice

  2. 2

    Add an SI member and give it your hours, services and FAQs

  3. 3

    Choose when calls go to the SI member and when they ring your team

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