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For Independent financial advisers providing home visits

AI call handling for
Independent financial advisers providing home visits.

A request for financial advice at home may come from the person themselves, a couple or somebody helping a relative arrange a conversation. Ziverly can gather the broad appointment purpose and accessibility preferences while you are with another client, without discussing products, suitability or private financial details.

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A familiar moment

The couple wanting a home conversation before making decisions

You are in a confidential review when a couple calls to ask about meeting at home. Ziverly can capture who is enquiring, who hopes to attend, stated relationships without verifying authority, the broad topic they want to discuss such as retirement, investments, protection or later-life planning only as caller-supplied categories, whether an existing adviser, provider, solicitor or accountant is involved, location, accessibility and communication preferences, broad timing and preferred contact. It does not provide financial, investment, pension, tax, benefits, insurance or legal advice, discuss products or returns, assess needs, risk, eligibility, affordability, capacity, authority or suitability, request account numbers, balances, policy numbers, passwords, one-time codes, payment details or security answers, accept an instruction, quote fees or promise an appointment or outcome. Suspected fraud, coercion, financial abuse or immediate safeguarding risk needs the appropriate bank, police, safeguarding, legal or emergency route.

Where Ziverly can help

More room for the work.
A clearer thread afterwards.

The subject is personal before figures appear

A first conversation should establish purpose and preferences without collecting sensitive financial information.

Caller authority cannot be assumed

Relatives and representatives may be helping, but consent and formal authority require proper verification.

Confidential reviews deserve privacy

A new household can be welcomed without interrupting the client currently discussing private circumstances.

What a better handover can change

Less interruption.
More useful context.

The appointment purpose is clear

Review broad advice topics, participants and accessibility preferences before making contact.

Financial secrets stay out of intake

Your approved wording can explicitly avoid account, payment, password and security information.

A secure preparation question can persist

Add an approved participant, communication or secure-document-process question for that known household.

Before, during and after the call

How Ziverly fits around
your working day.

☎Calls you choose≡Useful details→Your next step

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review who is enquiring, intended participants, broad advice topic, existing professionals, location, accessibility and preferred contact without financial secrets.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add an approved participant, communication or secure-document-process question so Ziverly can use your latest note without requesting private financial information.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    After the current confidential meeting and client information are secure, verify your PIN to hear only the financial-advice enquiries and statuses you are permitted to access.

Use your own numbers

Put unanswered
calls in perspective.

What might those enquiries represent for your business? Start with figures from your own recent calls.

The result is an illustration, not a forecast or a promise that Ziverly will recover the work.

Enquiries represented0
Monthly work value represented£0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

You keep the judgement

Your expertise.
Your boundaries.

Financial advice requires FCA authorisation or appointed-representative status with correct permissions; Consumer Duty, suitability and financial-promotion rules apply.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

Before you
get started.

Talk it through →
Can Ziverly give financial advice or suggest a product?

No. Advice, product discussion and personal recommendations remain with an appropriately authorised adviser.

Will it ask for account balances or banking details?

No. Introductory call handling should never request account numbers, passwords, one-time codes, payment secrets or security answers.

Can it confirm that somebody is eligible or that an appointment is available?

No. Identity, authority, needs, suitability, fees, acceptance and appointments remain within your secure regulated process.

Start with the calls you choose

Keep your attention
where it matters.

Choose what Ziverly should know, what it should never promise and which details make a follow-up useful. Create an account free, then add pay-as-you-go credit when you are ready.

Create your free account Talk it through →
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