Velis Ltd, a new entity from Strategi Group, is focused on delivering practical AI tools tailored for financial advice providers. The first tools – AI-powered inbound and outbound calling bots—are now available and already delivering impressive results.

“These tools are up and running, and the feedback has been fantastic. You’ll be amazed at how they can transform your business,” says Ian Bailey, Managing Director of Velis.

The bots can be customised with your brand voice and local accent and trained to include your company’s information. Different bots are available for different tasks, including:

• Answering inbound calls – providing information and making appointments.
• Overflow support – allowing clients to call in, book a meeting via voice, and have it automatically added to an adviser’s diary.
• Outbound calling – booking review appointments, reaching out to prospects, and sharing information.
• Meeting support – recording client meetings, generating transcripts, drafting file notes and summaries, and running compliance checks. Future updates will even analyse meeting content and begin drafting advice documents.

Depending on your CRM setup, all data can be automatically saved, making record-keeping and compliance much easier.

Velis is continuing to build new tools to support and transform advice businesses. To learn more or see a demo, get in touch with the Velis team.