Case Study: New Wave Financial Services achieves distraction-free client focus with Smith.ai

New Wave Financial Services trusted Smith.ai to handle 25M+ calls and block spam

New Wave Financial Services, a financial planning and tax advisory firm, faced constant disruptions from spam and sales calls that hindered their focus on clients. To address this challenge without the expense of a full-time employee, owner Greg Meyer turned to Smith.ai for their live virtual receptionist service.

Smith.ai implemented their 24/7 virtual receptionist solution to screen all incoming calls. The service effectively blocked spam calls using technology and known databases, while ensuring new client leads were handled by a live person. This allowed Greg Meyer to focus entirely on his clients, significantly reducing daily interruptions. He receives instant summaries of important calls via SMS, ensuring no opportunity is missed while unwanted calls are eliminated.

New Wave Financial Services