HOW VIRTUAL ASSISTANCE CAN HELP MANAGE YOUR ADVISOR PRACTICE
Amelia is revolutionary. Unlike the traditional AI methods of connecting with clients, Amelia is trained to actually comprehend and react accordingly. Many people make the mistake of assuming there is only a subtle difference between the concept of âclassifyingâ and âcomprehendingâ when it comes to AI assistance. In fact, the difference in semantics is profound, and comprehension is the key to a successful and helpful interaction between Amelia and the potential client, making it a more pleasant and knowledgeable experience for all parties involved.
LEAD GENERATION
Your firm spends a great deal of money to get potential clients to view your website or call your office for more information. Amelia is here to make sure that you do not miss out on these important opportunities. Amelia is able to greet every visitor to your website and every caller reaching out via telephone, because we believe that every potential client deserves to be heard, and helped, right from the start.
COMMUNICATION
Advisor practices are busy performing a whole host of tasks for many clients all at different stages in the process. Important items can fall through the cracks, but all clients deserve a high level of respect and attention. Clients have expectations that might have gone unnoticed. This is where Amelia comes in. She has the ability to keep your clients informed about their case.
ASSISTANCE
The biggest issue we find with employees is the human limitation of capacity. No matter how wonderful they are, there is always a limit. Amelia is trained to perform tasks at a human level without the limit of human capacity. Amelia is here to learn and take over those âmindless tasksâ your financial teams customarily spend their time doing. This idea of knowledge persistence and teaching Amelia these tasks will give your employees more time for hyper-specialization and improve their rapid expansion of discovery.
MEET AMELIA
The biggest issue we find with employees is the human limitation of capacity. No matter how wonderful they are, there is always a limit. Amelia is trained to perform tasks at a human level without the limit of human capacity. Amelia is here to learn and take over those âmindless tasksâ your financial teams customarily spend their time doing. This idea of knowledge persistence and teaching Amelia these tasks will give your employees more time for hyper-specialization and improve their rapid expansion of discovery.
How Does Amelia Work?
Amelia is the most human and comprehensive AI platform on the market. She connects conversations to data and processes to give every client the best end-to-end experience possible.
Is Amelia a Chatbot?
Amelia is not confined to following a rigid, linear process as she can mimic the human brain through spread activation. As a result, she can dynamically navigate business process flows without having to follow a step-by-step process to achieve the desired outcome.
Market-Leading Conversational AI
Amelia is unlike any AI solution on the market. Industry analysts regularly recognize Amelia as the Most Human AI⢠agent with leading conversational abilities. Like a human, she thinks ahead to understand where conversations are heading and uses spread-activation to deliver quicker and more intelligent responses.