Financial Services

Your Always-On AI Front Desk Assistant for Investment Firms

Focus on clients, not missed calls. MetricPoint’s AI receptionist handles inquiries, appointments, and updates with a natural, professional tone - keeping your financial firm connected, responsive, and running smoothly 24/7.

Get Your Best Client Service Rep

Human-Like Financial Automation

Our advanced AI manages calls, texts, and emails seamlessly, delivering warm, personalized communication that your clients can trust and rely on. From new consultations to ongoing updates, you get a fully connected front desk system designed to boost satisfaction and revenue.

Streamline Client Scheduling with AI Calling

  • Give Your Clients the Convenience They Expect

    Automate meeting scheduling and confirmations with natural AI-powered calls.

    Maintain a calm, confident tone that reflects your brand’s professionalism. Integrate effortlessly with your CRM and scheduling software for personalized, accurate interactions.

  • Enhance Communication with AI Texting

    Keep every client informed automatically. Send personalized text updates for appointments, policy renewals, tax deadlines, and financial reviews. Schedule recurring texts to maintain relationships and improve on-time attendance. Watch responsiveness rise as clients stay engaged and informed.

  • Reinforce Relationships with AI Emailing

    Stay connected effortlessly. Send confirmations, reminders, and follow-ups automatically. Fill canceled slots instantly by notifying waitlisted clients. Re-engage inactive accounts with friendly, professional emails that sound human, not robotic.

Empower Every Client Interaction Through AI Automation

Experience a live AI Agents

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394,000+ Calls Handled | 10M+ Revenue Recovered

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©2025 MetricPoint. All Rights Reserved

394,000+ Calls Handled | 10M+ Revenue Recovered

Quick Links

Legal

©2025 MetricPoint. All Rights Reserved