United KingdomAI Voicebot for Financial Appointment Scheduling
Handle routine calls automatically while keeping human advisors focused on high-value conversations.
Built an AI voice assistant capable of handling inbound calls, identifying enquiry intent, collecting basic information and scheduling advisor appointments.
Project snapshot
The engagement at a glance
- Client
- Confidential UK Financial Advisory Firm
- Industry
- Financial Services
- Country
- United Kingdom
- Service
- Voice Bot Solutions
- Platform
- Inbound & outbound voice
- Duration
- 4 Months
- Profile
- A UK financial advisory firm handling inbound enquiries and appointment requests from prospective clients.
- Team
- AI Solution Architect, UI/UX Designer, Frontend Developer, AI/ML Engineer, Backend Developer, QA Engineer
The challenge
What was the client's problem?
Advisors spent considerable time answering basic enquiries and coordinating appointments.
- 01
High call volume
- 02
Repetitive questions
- 03
Manual appointment booking
- 04
Missed calls
- 05
Limited after-hours support
Objectives we agreed on
- Reduce repetitive calls
- Capture missed opportunities
- Automate appointment booking
- Provide after-hours assistance
- Improve advisor productivity
Our approach
How did we approach it?
We created a voice-first front desk available beyond normal business hours.
- 1
Analysed common call scenarios
- 2
Designed conversational scripts
- 3
Connected calendar systems
- 4
Added appointment booking
- 5
Implemented human transfer
- 6
Added call analytics
The solution
What did we build?
What it includes
- Natural-language conversations
- Caller intent detection
- FAQ handling
- Lead qualification
- Appointment scheduling
- Calendar integration
- Call transfer
- Call summaries
- CRM updates
- Call analytics
Technology & tools
Only the platforms actually used in this engagement.
- Python,
- Node.js,
- WebSockets,
- LLM APIs,
- Speech APIs,
- PostgreSQL
Before vs after
What changed for the business?
The voicebot created an always-available first point of contact without replacing human advisors for complex financial conversations.
Before
- Manual Call Handling
After
- AI Voice-Assisted Reception
Automated routine conversations
Faster appointment scheduling
Better missed-call coverage
Improved advisor focus
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Global reach
Our Presence
Serving clients across 12 countries comparable projects delivered for clients in multiple markets.
India- USA
- Australia
UAE
Canada- UK
Germany
France
Netherlands
Sweden
Singapore
Nigeria
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How it starts
- 1Share the challengeOne short form or a 30-minute call.
- 2Get a clear planScope, stack and timeline, with no jargon.
- 3Build and measureShip in sprints, track real outcomes.