Case Study: Alloy Wealth Management boosts after-hours appointment bookings with Smith.ai

Alloy Wealth Management schedules 60% more appointments with Smith.ai

Alloy Wealth Management, a financial services firm, faced the challenge of missing potential new client calls that came in after hours due to their television and radio advertising. They needed a solution to ensure these marketing-qualified leads were answered and appointments were scheduled without overburdening their internal staff. They turned to the vendor Smith.ai for its 24/7 virtual receptionist service.

Smith.ai implemented its team of live receptionists to provide around-the-clock call answering, screening, and appointment scheduling. The solution integrated with the firm's CRM and provided detailed call summaries. As a result, Alloy Wealth Management now sees 60% of their callers scheduled for appointments thanks to Smith.ai, ensuring no prospect call is missed and significantly boosting growth.

Alloy Wealth Management