Name: AI-Powered Financial Advisor Concierge Demo Using make.com and Voice Flow
Uploaded: 2025-11-26
Description: AI-Powered Financial Advisor Concierge Demo Using make.com and Voice Flow

AI-Powered Financial Advisor Concierge Demo Using make.com and Voice Flow

Introduction and Problem Statement

Overview of AI Advisor Concierge System

Demo: New Client Intake and Lead Sequence

Demo: Advisor Matching and Scheduling

Demo: Booking Confirmation and Consultation Details

Demo: Support Agent for Existing Clients

Demo: Client Profile Update Handler

Demo: Claims Submission and Support Tickets

Demo: Slack Notifications and Conclusion

This video presents a comprehensive demo of an AI-powered financial advisor concierge system built using make.com and voice flow AI. The system automates client intake, lead qualification, appointment booking, client support, and profile updates, aiming to reduce administrative workload for independent financial advisors. The demo showcases various voice agents handling new client intake, advisor matching, scheduling consultations, updating client profiles, submitting claims, and generating support tickets with Slack notifications for team follow-up.