Roadmap
KYC basics capture
Aria captures know-your-customer fundamentals at intake — name, contact, employment, source of funds at a high level. Structured data only; no advisory work. Hands the file to your advisor pre-populated.
Aria captures KYC basics, screens against your investable-asset minimums, and books the consultation — so your advisors only meet with prospects who fit. Intake automation, not advice.
A consultation with a prospect who’s below your minimum, outside your specialty, or shopping a dozen advisors at once is pure cost. Aria filters before they hit your calendar.
Aria asks investable-asset range up front (without giving advice). Below your threshold? Polite handoff to a referral list. Above? On the calendar.
The prospect researching advisors at 9pm finds whoever picks up first. Aria captures the call and books the next slot in your real calendar.
Aria runs your structured intake. Real prospects get scheduled with prep notes; outside-fit callers get appropriate routing.
Same questions, every call, captured to your CRM with a transcript. Compliance-friendly — Aria captures structured data only, no advisory work.
Aria handles prospect qualification, KYC basics capture, consultation scheduling, basic FAQ, and callback routing. She does not provide investment, tax, or financial advice. All advisory work is performed by your licensed professionals.
One booked qualified consultation typically covers your first month. The Founders Special is live now — setup waived for the last 3 Growth or Concierge signups.
Hear Aria handle a wealth-management prospect call right now — 📞 Talk to Aria. Live 24/7.
Aria answering your phone is just the start. Once she’s listening to every call, she becomes the operational nervous system of your practice — handling the intake work that’s consuming advisor time today.
Aria captures know-your-customer fundamentals at intake — name, contact, employment, source of funds at a high level. Structured data only; no advisory work. Hands the file to your advisor pre-populated.
Aria asks investable-asset range against your firm’s threshold. No investment advice given. Below-minimum prospects get a polite handoff to your referral list; qualifying prospects get scheduled.
Goals, time horizon, risk-comfort range (captured as data, not advised on), current advisor relationship. By the time the advisor sees the file, the prospect is pre-vetted and prepared.
Most firms run 30–50% of consultations on prospects below threshold or outside specialty. Aria’s pre-screening puts those hours back into your billable mix.
Aria’s scripted intake never crosses into advice. Logged transcripts. Structured data capture. Designed to fit cleanly into existing supervised-conversation workflows.
Aria does not provide investment, tax, or financial advice. All advisory activities are performed by licensed professionals. Aria captures structured intake and qualification data only.
We start with calls. We don’t stop there.
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