Smith.ai
29 Case Studies
Case Study: New Wave Financial Services reduces spam and sales call distractions with Smith.ai
A Smith.ai Case Study
New Wave Financial Services - Customer Case Study
New Wave Financial Services, a financial planning and tax advisory firm, faced constant disruption from spam and sales calls. The owner, Greg Meyer, needed a way to ensure new client leads were answered professionally without being sidetracked by unwanted contacts, but could not afford a full-time receptionist. This challenge was addressed by implementing the live virtual receptionist service from Smith.ai.
Smith.ai provided a solution with 24/7 virtual receptionists who screen calls, block spam, and ensure all legitimate callers speak to a live person. The service sends immediate email or SMS summaries of all calls, allowing Greg to respond to clients quickly while filtering out interruptions. As a result, New Wave Financial Services can now focus entirely on serving its clients without distraction, ensuring no opportunities are lost.
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New Wave Financial Services
Greg Meyer
New Wave Financial Services