Service
Voicebots in financial services: understanding AI telephony
You are in a client meeting, the phone rings, and afterwards you call three people back. A voicebot can help here: it answers calls, handles first questions, pre-sorts requests and suggests appointments. Instead of a ready-made product, I show you how AI telephony works and what it can do in your advisory work: as one of the 12 workshops of my KI-Masterclass.
- AI consultant and TÜV-certified AI trainer
- still active as a financial advisor
Matching format
KI-Masterclass (AI Masterclass)
An AI system for your work, up to your own software.
- 36 hours live, 12 weeks, online
- €3,490 net, instalments possible
Page in German
At a glance
What you take away
Workshop 8 of the KI-Masterclass: fonio as an AI phone assistant. You learn how a voicebot answers calls, pre-sorts prospects and books appointments.
Open on the phone: a voicebot identifies itself as AI. How to phrase that in a friendly, clear way is part of it.
Built into your workflows: call notes end up where you keep working, not on a sticky note.
How I work
How I work with you
- 01
Learning by doing
You shape the workshops and take on tasks yourself. I show you what artificial intelligence can do by working with it, not with slides.
- 02
From conversation to result
You say in a conversation what you need, and the AI puts it into practice, whether proposals, routine work or software.
- 03
From the basics to your own software
Good prompts, a system prompt and your own skills first. Then we build automations for your daily tasks. In the end you can develop your own software, tailored to your business processes.
- 04
Wherever you start
Whether you already use artificial intelligence every day or have never worked with it: I adapt to you and where you are now.
Questions
Frequently asked questions
Will callers know they are talking to an AI?
They should. The EU AI Act requires that people are informed when they interact with an AI system. A good voicebot therefore introduces itself as an AI assistant right at the start.
Is there a ready-made voicebot package?
No. With me, AI telephony is one of the 12 workshops of the KI-Masterclass. There you learn how a phone assistant is structured and what to look for when choosing and setting one up.
Can I use client data with AI tools?
That depends on the provider, the plan, the settings and a data processing agreement. Client data does not belong in a free personal account. There are several clean options, and I show you which one fits the size of your business. Responsibility for the data stays with you.
What does the first call cost?
Nothing. The first call takes 30 minutes by video. We look at where you stand and what is possible for you. Afterwards you decide in your own time whether and how we continue.
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In a free first call we look at what is possible for you.
I show you how to grow beyond yourself with AI.
30 minutes · video call · free