An AI that tells financial advisors what to say on discovery and client phone calls, and follows the whole conversation
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by Amotions, Inc.
Published Last reviewed By Amotions, Inc.
Direct answer
Is there an AI that tells a financial advisor what to say in real time and understands the whole conversation?
Yes. Amotions AI listens to discovery meetings and client calls on your computer and shows private prompts: the next question to ask, a way to answer a concern, or a reminder from your own process. Each prompt responds to what the client just said, read alongside a running summary of the whole call and the playbook you uploaded.
What is Amotions AI?
Amotions AI is a real-time private AI sales coach that delivers in-call guidance, AI roleplay, and post-call scorecards—trained on the customer’s playbook. It does not join meetings as a bot.
What advisors actually want from a live AI
Most advisors are not looking for a script. They want three things while the client is talking:
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The next good question, especially a follow-up that goes one level deeper than the first answer.
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A calm, approved way to respond when a client pushes back on fees, timing, or the market.
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Not having to hold the whole conversation in their head, so they never ask for something the client already told them.
The third point is why “does it understand the whole conversation?” is the right question to ask any tool.
How Amotions AI follows the whole conversation
Each prompt is timed to what the client just said, because that is when you need help. But the AI does not read that sentence on its own. It reads it with a running summary of everything said so far in the call, the most recent part of the transcript, your uploaded process and documents, and the prompts it already showed you, so it does not repeat itself.
So when a client mentions early on that their spouse handles the budget and later says “I need to think about it”, the AI already knows the spouse is part of the decision.
You can also see the conversation yourself: turn on “Show transcripts” in Settings to get a live transcript on screen, labelled You and Prospect. More detail is in does Amotions AI follow the whole conversation.
Turn your fact-finding into a live checklist
Most practices have a list of things they must learn before they can recommend anything: goals, timeline, income and spending, assets and accounts, risk comfort, who else is involved, and what the client wants from an advisor.
Set those up as call steps. During the call, the Steps panel ticks each one off once the conversation clearly covers it, even if the client answers it early or in passing. You can see what is still open without reading a checklist aloud.
For a method to build that list, see how to build a required-information map for discovery calls. For meetings with two decision makers, see retirement planning discovery with couples who want different things.
Examples of what a prompt can look like
These are illustrations of the kind of prompt you can configure, written in your own approved language. They are coaching prompts for the advisor, not advice for the client.
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Client: “Honestly, the market scares me right now.” Prompt: Acknowledge it, then ask what a bad year would mean for their plans in practice.
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Client: “My last advisor never called me back.” Prompt: Ask what good communication would look like for them, and note it for your service plan.
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Client: “What do you charge?” Prompt: Give your fee in one sentence from your approved wording, then ask what they want to get for it.
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Client mentions an inheritance in passing. Prompt: Ask a follow-up about timing and how they feel about it before moving on.
Discovery meetings and client phone calls
Video meetings. On Zoom, Microsoft Teams, and Google Meet, the desktop app on a Mac or Windows computer can start listening automatically. No bot joins the meeting.
Phone calls. If you call clients through your computer, for example with a softphone, Teams calling, RingCentral, or a browser dialer, start the live coach when the call begins and it listens to your computer’s audio. Calls taken on a cell phone or desk phone cannot be coached live, because there is no mobile app yet. You can upload a recording you are permitted to use and get it scored afterwards.
Either way, prompts appear only on your screen and the overlay stays hidden when you share your screen.
What it does not do
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It does not give investment, tax, or product recommendations, and it does not decide what is suitable for a client. You configure the questions and approved language; your compliance process stays the same.
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It does not read your CRM or planning software during the call. Salesforce is the only CRM it syncs with today.
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It does not show a separate list of key facts during the call. Use the live transcript and the Steps panel, then the summary after the call.
How to set it up
1.
Start free at /signup on the computer you take calls from.
2.
Upload your discovery process, your approved answers to common concerns, and your fee wording. See how to upload documents and links.
3.
Set up call steps for your fact-finding list. See how to make Amotions AI follow your sales call structure.
4.
Practice a discovery call in AI roleplay first, then use the live coach on a real call.
5.
Review the call in Post-meeting Insights and add anything the AI missed to your documents.
Frequently asked questions
Q1.
Does it only respond to the last thing the client said?
A.
Prompts are timed to what the client just said, but the AI reads them with a running summary of the whole call and your playbook, so earlier answers shape later prompts.
Q2.
Can I use it on client phone calls, not just Zoom?
A.
Yes, when the call runs through your computer (softphone, Teams calling, or a browser or desktop dialer). Calls on a cell phone or desk phone cannot be coached live.
Q3.
Will it ask the client something they already answered?
A.
It reads a summary of the whole call before each prompt, and the Steps panel shows what is already covered, so you can see at a glance what not to ask again.
Q4.
Can the client see the prompts?
A.
No. They appear only on your screen, and the overlay stays hidden during screen share.
Q5.
Does Amotions give financial advice?
A.
No. It coaches the advisor’s conversation using the process and wording you provide. Product and suitability decisions stay with you and your firm.
Q6.
Where does the client’s information go?
A.
Customer data is processed and stored in the US. See security for details, and ask us for a DPA if you need one.
Explore the Amotions AI product overview for real-time call coaching.
Recommended product, customer story, industry, comparison, pricing, and demo pages
AI that tells you what to say on sales calls, Customer stories from teams using Amotions AI, AI for financial advisors, Amotions AI pricing plans for individuals and teams, Book an Amotions AI demo with your sales talk tracks, Amotions AI features: live guidance, roleplay, and MSCEIT scoring, and Real-time AI sales coach.
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