Qualify the prospect, book the consultation and chase missing documents — while you stay in the meeting that is already on the clock.
Anruf läuft…
Diese Probleme tauchen in fast jeder Warteschlange auf, lange bevor ein Agent übernimmt.
Billable hours and inbound inquiries collide. A voicemail from a hot lead is usually a first meeting at another advisor.
Product questions, document lists and 'does Thursday work' are not advice — but they still steal the calendar.
Warm prospects go cold because nobody has a block to call the list. Pipeline dies in the CRM, not in the market.
Milian · KI-Agent
Anruf geht ein
Milian nimmt sofort ab und öffnet den passenden Branchenablauf. Bereich: Finanzberatung.
Gebaut für die Anrufe, die dein Team täglich bearbeitet. Kein Standardskript.
Every inbound call is asked about goals, horizon and whether they already have an advisor — before it reaches you.
Qualified prospects get a real slot from your calendar, with a topic note so you can prepare.
Outbound calls name the missing ID, depot statement or Versorgungausweis instead of a generic nudge.
How onboarding works, what you do and don't advise on — answered from your knowledge base, never as a personal recommendation.
Outbound follow-ups reach prospects who went quiet, and either book a next step or close the file cleanly.
Evening shoppers still get a structured conversation, so Monday starts with appointments, not a voicemail dump.
Drei Zahlen zeigen, was der Agent bei jedem Anruf leistet.
Lower cost of handling inbound inquiry calls
Lead capture while you're in a client meeting
Faster path from first call to a booked consultation
Diese Teile der Plattform nutzt dein Team für diesen Ablauf am häufigsten.
No. It qualifies, books and follows up. Recommendations stay with licensed advisors; the agent will not pick a product on the call.
Starte einen Agenten für diesen Ablauf, gib ihm eine Aufgabe und ruf ihn in wenigen Minuten selbst an.
Live-Demo
Hör den Agenten live — in unter einer Minute.
Daten eintragen. Der Agent ruft dich sofort an.
Der Agent ist darauf trainiert, über Famulor-Services zu sprechen und Termine zu vereinbaren.

Famulor Mitarbeiter