Every inbound lead gets a conversation, not a voicemail
Qualify the prospect, book the consultation and chase missing documents — while you stay in the meeting that is already on the clock.
Appel en cours…
Là où les appels se compliquent
Les mêmes problèmes reviennent dans presque toutes les files avant qu’un agent intervienne.
The lead calls during a client meeting
Billable hours and inbound inquiries collide. A voicemail from a hot lead is usually a first meeting at another advisor.
Scheduling and FAQs eat the day
Product questions, document lists and 'does Thursday work' are not advice — but they still steal the calendar.
Follow-ups never happen
Warm prospects go cold because nobody has a block to call the list. Pipeline dies in the CRM, not in the market.
Milian · Agent IA
Appel entrant
Un prospect appelle
Milian décroche immédiatement et ouvre le bon flux pour le conseil financier.
Là où l’agent vous libère du temps
Conçu pour les appels que votre équipe traite chaque jour. Aucun script générique.
Lead capture and qualification
Every inbound call is asked about goals, horizon and whether they already have an advisor — before it reaches you.
Consultation booking
Qualified prospects get a real slot from your calendar, with a topic note so you can prepare.
Document reminders
Outbound calls name the missing ID, depot statement or Versorgungausweis instead of a generic nudge.
Process and product FAQs
How onboarding works, what you do and don't advise on — answered from your knowledge base, never as a personal recommendation.
Nurture the quiet pipeline
Outbound follow-ups reach prospects who went quiet, and either book a next step or close the file cleanly.
After-hours capture
Evening shoppers still get a structured conversation, so Monday starts with appointments, not a voicemail dump.
Prêt pour chaque volume d’appels
Trois chiffres montrent ce que l’agent apporte à chaque appel.
Lower cost of handling inbound inquiry calls
Lead capture while you're in a client meeting
Faster path from first call to a booked consultation
Les briques derrière ce flux
Les éléments de la plateforme que votre équipe utilise le plus pour ce flux.
Questions avant de commencer
No. It qualifies, books and follows up. Recommendations stay with licensed advisors; the agent will not pick a product on the call.
Testez-le avec votre équipe
Lancez un agent pour ce flux, donnez-lui une tâche et appelez-le dans quelques minutes.
