Incoming calls are unpredictable
Calls come in and there isn't always someone available to take the call, especially for finance professionals in client meetings. Missing a call could mean missing a high-value portfolio.
Marlie can screen calls with intelligent lead qualification, book appointments directly on your calendar, take payments securely, and escalate complex inquiries to human support when needed.
By collecting key information upfront - such as financial services needed, current financial situation, and risk tolerance - the system helps identify and prioritize qualified prospects based on your advisory specialties.
Availability
Capture leads even when markets are closed.
Higher Spend
Of customers spend more after excellent service.
Professional Client Experience
Appointment Scheduling
Marlie integrates with your calendar to book consultations directly, respecting your availability and meeting types.
Secure & Confidential
Handle sensitive client information with care. Marlie operates securely and can transfer complex matters to you instantly.
Lead Qualification
Filter for your ideal clients. Marlie asks the right questions to ensure appointments are with qualified prospects.
"To anyone who is looking for an AI answering service, I think Marlie.ai is the best"
Frequently Asked Questions
How quickly does Marlie answer calls?
What's the cost compared to traditional services?
Can Marlie integrate with my CRM?
Is client information kept confidential?
Can Marlie schedule appointments for me?
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
